V icon

Visa
V

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 %
GHA
3101
Granite Harbor Advisors
Texas
$241K +$241K +1,158 New
TWM
3102
Triton Wealth Management
Arizona
$240K – – –
RW
3103
RVW Wealth
California
$240K +$240K +1,155 New
AAMC
3104
Asset Allocation & Management Company
Illinois
$239K -$831 -4 -0.3%
AAG
3105
Armstrong Advisory Group
Massachusetts
$239K +$239K +1,148 New
GWA
3106
Geometric Wealth Advisors
District of Columbia
$237K – – –
RCM
3107
Raleigh Capital Management
North Carolina
$237K -$32K -154 -12%
FWA
3108
Freedom Wealth Alliance
Wisconsin
$236K +$236K +1,138 New
AWS
3109
Arkfeld Wealth Strategies
Nebraska
$236K -$6.64K -30 -3%
CI
3110
Carroll Investors
South Carolina
$235K -$11.6K -56 -5%
DFCM
3111
Dark Forest Capital Management
Puerto Rico
$234K +$234K +1,125 New
HWM
3112
Horizon Wealth Management
Illinois
$233K -$34.7K -167 -13%
FWM
3113
Fortress Wealth Management
California
$233K +$233K +1,121 New
BRA
3114
Bender Robert & Associates
California
$233K +$233K +1,120 New
MLFP
3115
MPS Loria Financial Planners
Illinois
$232K -$4.78K -23 -2%
MWM
3116
Moran Wealth Management
Florida
$232K +$232K +1,115 New
CF
3117
Clarity Financial
Texas
$231K +$231K +1,114 New
BWM
3118
Baystate Wealth Management
Massachusetts
$231K -$2.5K -12 -1%
PSF
3119
Pacific Sun Financial
California
$231K -$4.16K -20 -2%
LBC
3120
Lawrence B. Cohen
$231K +$231K +1,111 New
PCA
3121
Providence Capital Advisors
North Carolina
$231K -$10.6K -51 -4%
CPC
3122
Consolidated Planning Corp
Georgia
$231K -$21K -101 -8%
PPW
3123
Parcion Private Wealth
Washington
$230K +$230K +1,108 New
TCG
3124
Tremblant Capital Group
Florida
$229K +$229K +1,102 New
MCI
3125
MRP Capital Investments
Georgia
$229K +$229K +1,100 New
123 124
125
126 127