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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 %
WFA
3351
West Financial Advisors
Iowa
$15K – – –
FSWA
3352
Financial Synergies Wealth Advisors
Texas
$15K +$11.8K +57 +380%
MYAM
3353
Meiji Yasuda Asset Management
Japan
$14.2K +$92 +443 +0.7%
PS
3354
PayPay Securities
Japan
$13.5K +$13.5K +65 New
HWP
3355
Highline Wealth Partners
California
$12.7K – – –
LTI
3356
Laffer Tengler Investments
Tennessee
$12.3K -$104K -502 -89%
BC
3357
Belmont Capital
California
$11K – – –
ECM
3358
Everence Capital Management
Indiana
$9.95K +$1.23K +5,940 +14%
FWA
3359
FSC Wealth Advisors
New York
$9.56K -$7.69K -37 -45%
HRC
3360
Hoertkorn Richard Charles
$9.56K – – –
PWS
3361
Paragon Wealth Strategies
Florida
$9.14K +$9.14K +44 New
CMBA
3362
C.M. Bidwell & Associates
Hawaii
$8.31K – – –
RIM
3363
Ranger Investment Management
Texas
$8.1K – – –
CWM
3364
Cranbrook Wealth Management
Michigan
$8.07K – – –
RCC
3365
Red Cedar Capital
Nebraska
$8K – – –
DF
3366
DecisionPoint Financial
Arizona
$7.27K +$7.27K +35 New
CM
3367
Cornerstone Management
Georgia
$7.06K – – –
SA
3368
SRH Advisors
Kansas
$7K – – –
FGAM
3369
Financial Gravity Asset Management
Texas
$6.65K -$44.6K -1,394 -87%
MFT
3370
Moisand Fitzgerald Tamayo
Florida
$6.24K +$5.83K +28 +1,400%
LIM
3371
Longfellow Investment Management
Massachusetts
$5.82K +$831 +4 +17%
YAL
3372
Your Advocates Ltd
Texas
$5.61K – – –
MIM
3373
Macroview Investment Management
Maryland
$5.23K – – –
CWA
3374
Carolina Wealth Advisors
South Carolina
$5K – – –
TJHA
3375
Thomas J. Herzfeld Advisors
Florida
$4.57K – – –
133 134
135
136 137