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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 %
ONST
3201
Old North State Trust
North Carolina
$202K -$4.99K -24 -2%
4WM
3202
4J Wealth Management
Virginia
$202K +$202K +972 New
VCWA
3203
Vanguard Capital Wealth Advisors
Colorado
$201K +$201K +967 New
MP
3204
McDonald Partners
Ohio
$201K +$201K +967 New
AW
3205
Apricus Wealth
South Carolina
$201K +$201K +966 New
LCWP
3206
Legacy Capital Wealth Partners
Arkansas
$200K +$200K +964 New
BMA
3207
Brooks Moore & Associates
Tennessee
$200K +$200K +963 New
PFM
3208
Patton Fund Management
Texas
$200K +$200K +964 New
JSAM
3209
J. Safra Asset Management
New York
$196K +$161K +777 +465%
FWM
3210
Focused Wealth Management
New York
$196K -$3.53K -17 -2%
TCWA
3211
Ten Capital Wealth Advisors
Washington
$195K -$78.9K -380 -29%
HIM
3212
Hillsdale Investment Management
Ontario, Canada
$194K -$45.7K -220 -19%
IFAM
3213
Institutional & Family Asset Management
Colorado
$193K +$1.04K +5 +0.5%
KFS
3214
Kelly Financial Services
Massachusetts
$186K – – –
HS
3215
Horan Securities
United States
$186K +$12.1K +58 +7%
BCMLT
3216
Beacon Capital Management LLC (Tennessee)
Tennessee
$184K +$21.8K +105 +13%
AWM
3217
Abound Wealth Management
Tennessee
$184K +$90.4K +435 +97%
AF
3218
Affiance Financial
Minnesota
$184K +$184K +884 New
DJSG
3219
D.J. St. Germain
Massachusetts
$181K +$26.9K +4,029 +17%
ACM
3220
Antonetti Capital Management
Florida
$178K +$208 +1 +0.1%
FCG
3221
Financial Connections Group
California
$176K +$30K +145 +21%
PP
3222
PrairieView Partners
Minnesota
$168K – – –
BA
3223
Bellwether Advisors
Nebraska
$166K -$29.7K -143 -15%
HCM
3224
Highlander Capital Management
New Jersey
$166K – – –
TIM
3225
Tortoise Investment Management
New York
$163K -$831 -4 -0.5%
127 128
129
130 131