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Visa
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Overview Fund Activity

3,160 hedge funds and large institutions have $277B invested in Visa in 2022 Q3 according to their latest regulatory filings, with 117 funds opening new positions, 1,343 increasing their positions, 1,353 reducing their positions, and 137 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,160
Holders Change
-60
Holders Change %
-1.86%
% of All Funds
54.64%
Holding in Top 10
429
Holding in Top 10 Change
-54
Holding in Top 10 Change %
-11.18%
% of All Funds
7.42%
New
117
Increased
1,343
Reduced
1,353
Closed
137
Calls
$5.32B
Puts
$2.25B
Net Calls
+$3.07B
Net Calls Change
+$170M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$1.8B
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$944M
3
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
+$585M
4
Viking Global Investors
Viking Global Investors
Connecticut
+$496M
5
MSE
MUFG Securities EMEA
United Kingdom
+$436M

Top Sellers

1
Fisher Asset Management
Fisher Asset Management
Washington
-$924M
2
Ensign Peak Advisors
Ensign Peak Advisors
Utah
-$472M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$424M
4
Polen Capital Management
Polen Capital Management
Florida
-$411M
5
Edgewood Management
Edgewood Management
Connecticut
-$368M
Name Holding Trade Value Shares
Change 		Shares
Change %
DCM
3101
Disciplina Capital Management
Tennessee
$32K – – –
SSC
3102
Syverson Strege & Co
Iowa
$31K -$13.2K -75 -30%
AA
3103
AlphaMark Advisors
Kentucky
$31K -$8.86K -50 -22%
EAM
3104
Eukles Asset Management
Ohio
$31K – – –
RA
3105
Rise Advisors
New York
$29K +$179 +1 +0.6%
CL
3106
COWA LLC
Oklahoma
$29K +$29K +161 New
CFG
3107
CKW Financial Group
Hawaii
$27K – – –
BBPWM
3108
Blue Bell Private Wealth Management
Pennsylvania
$26K – – –
MFA
3109
McClarren Financial Advisors
Pennsylvania
$26K +$26K +149 New
AS
3110
Altshuler Shaham
Israel
$25K -$182 -1 -0.7%
SCA
3111
Stuart Chaussee & Associates
California
$25K – – –
SJIA
3112
St. James Investment Advisors
New York
$25K +$3.62K +20 +17%
DWA
3113
Delos Wealth Advisors
Texas
$23K -$44.2K -252 -66%
PO
3114
Private Ocean
California
$22K +$5.67K +33 +35%
GIS
3115
Grayhawk Investment Strategies
Alberta, Canada
$21K – – –
ACM
3116
Absolute Capital Management
Pennsylvania
$20.4K +$20.4K +114 New
CIR
3117
Clear Investment Research
Georgia
$20K – – –
SC
3118
Steph & Co
Wisconsin
$18K – – –
BHWM
3119
Beaird Harris Wealth Management
Texas
$18K – – –
BCPWM
3120
Bradley & Co Private Wealth Management
Florida
$15K -$35.7K -200 -70%
FWA
3121
FSC Wealth Advisors
New York
$15K +$8.31K +46 +124%
HL
3122
Harding Loevner
New Jersey
$14K – – –
PI
3123
PFS Investments
Georgia
$13.6K +$792 +4,458 +6%
NF
3124
Norwood Financial
Pennsylvania
$13K – – –
WFA
3125
West Financial Advisors
Iowa
$13K +$13K +72 New
123 124
125
126 127