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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 %
CMS
3051
Capital Market Strategies
Florida
$263K -$20.8K -100 -7%
CWM
3052
Catalyst Wealth Management
Georgia
$262K +$262K +1,262 New
CWP
3053
Core Wealth Partners
California
$262K +$262K +8,939 New
KAM
3054
KEB Asset Management
Illinois
$261K +$1.45K +7 +0.6%
VWM
3055
Valley Wealth Managers
New Jersey
$261K +$4.57K +22 +2%
FCMC
3056
Founders Capital Management (Connecticut)
Connecticut
$260K – – –
FCMT
3057
Founders Capital Management (Texas)
Texas
$260K – – –
CHAM
3058
Clear Harbor Asset Management
Connecticut
$260K +$10.4K +50 +4%
SLG
3059
Stanley-Laman Group
Pennsylvania
$259K +$259K +1,249 New
GBWM
3060
Granite Bay Wealth Management
New Hampshire
$259K +$259K +1,247 New
FP
3061
Financial Perspectives
Minnesota
$258K -$97.2K -468 -27%
PFA
3062
Pathway Financial Advisors
Vermont
$258K – – –
MWM
3063
Merriman Wealth Management
Washington
$257K +$257K +1,238 New
ORC
3064
O'Rourke & Company
Massachusetts
$257K -$84.1K -405 -25%
LWANC
3065
Laurel Wealth Advisors (North Carolina)
North Carolina
$257K – – –
FCA
3066
Fortis Capital Advisors
Kansas
$257K +$257K +1,235 New
LJHT
3067
Laurie J. Hall Trustee
$256K – – –
IF
3068
Integrity Financial
Wyoming
$256K +$831 +4 +0.3%
OLVIG
3069
Oliver Lagore Vanvalin Investment Group
Michigan
$254K +$151K +726 +145%
GHAM
3070
Gilman Hill Asset Management
Connecticut
$254K -$16K -77 -6%
ML
3071
McAdam LLC
Pennsylvania
$254K -$52.1K -241 -17%
CRI
3072
Colonial River Investments
Virginia
$254K -$10.4K -50 -4%
CST
3073
Charles Schwab Trust
Nevada
$253K -$61.9K -298 -20%
BG
3074
Benedetti & Gucer
Georgia
$252K +$3.11K +15 +1%
CCC
3075
Chelsea Counsel Company
California
$251K -$10.4K -50 -4%
121 122
123
124 125