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Visa
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Overview Fund Activity

3,389 hedge funds and large institutions have $329B invested in Visa in 2022 Q4 according to their latest regulatory filings, with 386 funds opening new positions, 1,285 increasing their positions, 1,374 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,389
Holders Change
+229
Holders Change %
+7.25%
% of All Funds
54.68%
Holding in Top 10
509
Holding in Top 10 Change
+80
Holding in Top 10 Change %
+18.65%
% of All Funds
8.21%
New
386
Increased
1,285
Reduced
1,374
Closed
94
Calls
$4.78B
Puts
$3.26B
Net Calls
+$1.52B
Net Calls Change
-$1.55B

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.22B
2
CSA
Cottage Street Advisors
Massachusetts
+$992M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$460M
4
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
+$459M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$440M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$1.26B
2
Goldman Sachs
Goldman Sachs
New York
-$1.08B
3
GQG Partners
GQG Partners
Florida
-$472M
4
MAM
Magellan Asset Management
Australia
-$468M
5
Jane Street
Jane Street
New York
-$330M
Name Holding Trade Value Shares
Change 		Shares
Change %
RGF
3001
Retirement Guys Formula
Ohio
$288K +$288K +1,386 New
KPWG
3002
KFA Private Wealth Group
Virginia
$288K -$1.04K -5 -0.4%
PCA
3003
Peddock Capital Advisors
Massachusetts
$287K – – –
WP
3004
Wealthspan Partners
Iowa
$285K -$17.2K -83 -6%
FC
3005
Fusion Capital
South Carolina
$284K +$12.3K +59 +5%
KIA
3006
KLR Investment Advisors
Rhode Island
$284K +$284K +1,368 New
GFPC
3007
Global Financial Private Client
Florida
$284K +$2.08K +10 +0.7%
RWA
3008
Redhawk Wealth Advisors
Minnesota
$283K +$283K +1,360 New
BO
3009
Bank OZK
Arkansas
$282K -$45.7K -220 -14%
TFF
3010
The Family Firm
Maryland
$282K +$10.4K +50 +4%
HNWAG
3011
High Net Worth Advisory Group
Florida
$282K -$10.4K -50 -4%
DA
3012
DSC Advisors
Illinois
$281K -$1.14M -5,468 -80%
BIA
3013
Biondo Investment Advisors
Pennsylvania
$281K – – –
TWM
3014
Tanager Wealth Management
United Kingdom
$280K +$280K +1,350 New
SIC
3015
Schwartz Investment Counsel
Michigan
$280K – – –
IWM
3016
Integris Wealth Management
California
$280K +$280K +1,347 New
CAGAS
3017
Capital Advisory Group Advisory Services
Minnesota
$280K +$12.5K +60 +5%
GCM
3018
Gallacher Capital Management
Colorado
$279K +$279K +1,344 New
AIIMS
3019
Analyst IMS Investment Management Services
Israel
$279K – – –
WA
3020
Waterford Advisors
New York
$279K +$279K +1,345 New
NA
3021
Nottingham Advisors
New York
$278K +$2.7K +13 +1%
SIS
3022
Strategic Investment Solutions
Illinois
$278K +$278K +1,210 New
TPW
3023
Tiller Private Wealth
Pennsylvania
$278K -$2.08K -10 -0.7%
FC
3024
Financial Council
Maryland
$277K – – –
CHA
3025
Cooper/Haims Advisors
New York
$276K – – –
119 120
121
122 123