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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 %
QCM
3126
Qsemble Capital Management
New York
$229K +$229K +1,100 New
AIA
3127
AIMZ Investment Advisors
California
$227K +$227K +1,094 New
WWM
3128
Wagner Wealth Management
South Carolina
$226K +$33.2K +160 +17%
FAN
3129
Financial Advisors Network
California
$226K +$226K +1,089 New
SKK
3130
Shepherd Kaplan Krochuk
Massachusetts
$225K -$249K -1,198 -53%
MWP
3131
Meridian Wealth Partners
Pennsylvania
$225K +$225K +1,083 New
KCFA
3132
Key Client Fiduciary Advisors
New Jersey
$225K +$225K +1,083 New
MIM
3133
Marco Investment Management
Georgia
$224K -$118K -568 -34%
WCAMG
3134
Woodard & Company Asset Management Group
North Carolina
$224K -$36.4K -175 -14%
CWA
3135
CJM Wealth Advisers
Virginia
$223K +$223K +1,074 New
MC
3136
Machina Capital
France
$223K +$223K +1,072 New
OCM
3137
Orser Capital Management
Texas
$223K +$223K +1,072 New
NCM
3138
Neumann Capital Management
California
$222K +$222K +1,070 New
WPWM
3139
Western Pacific Wealth Management
Illinois
$221K +$101K +488 +85%
SBF
3140
Sara-Bay Financial
Florida
$220K +$220K +1,058 New
TCB
3141
Texas Capital Bancshares
Texas
$219K +$219K +1,056 New
TFA
3142
Triad Financial Advisors
North Carolina
$219K +$219K +1,056 New
PAG
3143
Powers Advisory Group
Illinois
$219K +$219K +1,056 New
CMI
3144
Clare Market Investments
Texas
$219K +$219K +1,055 New
SRG
3145
SBB Research Group
Illinois
$218K +$218K +1,051 New
RIP
3146
RAM Investment Partners
Washington
$217K +$217K +1,046 New
FNBTCON
3147
First National Bank & Trust Co of Newtown
Pennsylvania
$217K +$217K +1,046 New
DWA
3148
Delap Wealth Advisory
Oregon
$216K +$216K +1,042 New
WSWA
3149
Warren Street Wealth Advisors
California
$216K +$216K +1,040 New
AIP
3150
Ahrens Investment Partners
Louisiana
$216K +$216K +1,038 New
124 125
126
127 128