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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 %
ECM
3176
EMC Capital Management
Texas
$208K – – –
MIM
3177
Merrion Investment Management
New Jersey
$208K -$208K -1,000 -50%
BWM
3178
BigSur Wealth Management
Florida
$208K +$208K +1,000 New
NIM
3179
Nexus Investment Management
Ontario, Canada
$208K +$208K +1,000 New
AI
3180
ArchPoint Investors
Florida
$208K +$208K +1,000 New
AIA
3181
Affinity Investment Advisors
California
$208K +$208K +1,000 New
RF
3182
Resolute Financial
Massachusetts
$208K +$208K +999 New
JWA
3183
JFS Wealth Advisors
Pennsylvania
$207K -$16.4K -79 -7%
BSAM
3184
Blue Square Asset Management
New York
$206K +$206K +993 New
SFG
3185
Sterling Financial Group
California
$206K +$206K +991 New
CWM
3186
Cherrydale Wealth Management
New Jersey
$205K +$205K +987 New
CWM
3187
Campbell Wealth Management
Virginia
$205K +$205K +987 New
HCM
3188
HMS Capital Management
Tennessee
$205K -$154K -743 -43%
AFP
3189
Alpha Financial Partners
Kentucky
$205K +$205K +986 New
CWA
3190
Consilio Wealth Advisors
Washington
$204K +$204K +982 New
LCC
3191
Lincoln Capital Corp
Rhode Island
$204K +$204K +981 New
W
3192
WealthOne
New York
$204K +$204K +981 New
TMWM
3193
Taylor & Morgan Wealth Management
Michigan
$204K +$204K +980 New
CW
3194
Cook Wealth
North Carolina
$204K +$204K +980 New
WQ
3195
Wealth Quarterback
New Jersey
$204K +$204K +980 New
HIG
3196
Heritage Investment Group
Florida
$203K +$203K +979 New
SIS
3197
Sound Income Strategies
Florida
$203K +$8.31K +40 +4%
SEC
3198
Seven Eight Capital
New York
$202K +$202K +974 New
EWM
3199
Edge Wealth Management
New York
$202K +$202K +980 New
FWP
3200
Falcon Wealth Planning
California
$202K +$202K +973 New
126 127
128
129 130