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Visa
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Overview Fund Activity

3,160 hedge funds and large institutions have $277B invested in Visa in 2022 Q3 according to their latest regulatory filings, with 117 funds opening new positions, 1,343 increasing their positions, 1,353 reducing their positions, and 137 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,160
Holders Change
-60
Holders Change %
-1.86%
% of All Funds
54.64%
Holding in Top 10
429
Holding in Top 10 Change
-54
Holding in Top 10 Change %
-11.18%
% of All Funds
7.42%
New
117
Increased
1,343
Reduced
1,353
Closed
137
Calls
$5.32B
Puts
$2.25B
Net Calls
+$3.07B
Net Calls Change
+$170M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$1.8B
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$944M
3
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
+$585M
4
Viking Global Investors
Viking Global Investors
Connecticut
+$496M
5
MSE
MUFG Securities EMEA
United Kingdom
+$436M

Top Sellers

1
Fisher Asset Management
Fisher Asset Management
Washington
-$924M
2
Ensign Peak Advisors
Ensign Peak Advisors
Utah
-$472M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$424M
4
Polen Capital Management
Polen Capital Management
Florida
-$411M
5
Edgewood Management
Edgewood Management
Connecticut
-$368M
Name Holding Trade Value Shares
Change 		Shares
Change %
IGM
601
Incline Global Management
New York
$20.3M +$3.06M +17,243 +18%
CWM
602
Congress Wealth Management
Massachusetts
$20.3M +$792K +4,457 +4%
ZAM
603
Zevin Asset Management
Massachusetts
$20.1M +$111K +625 +0.6%
TAM
604
Trillium Asset Management
Massachusetts
$20M -$276K -1,553 -1%
NRS
605
Neville Rodie & Shaw
New York
$20M -$238K -1,341 -1%
FT
606
Fiduciary Trust
Massachusetts
$19.9M +$1.36M +7,641 +7%
DILIC
607
Dai-ichi Life Insurance Company
Japan
$19.8M -$1.51M -8,483 -7%
BC
608
Brookfield Corp
Ontario, Canada
$19.8M +$10.9M +61,494 +124%
PAM
609
Private Asset Management
California
$19.7M -$545K -3,070 -3%
RMA
610
Roffman Miller Associates
Pennsylvania
$19.6M -$13K -73 -0.1%
CW
611
Connectus Wealth
Ohio
$19.6M -$65.6M -99,263 -77%
MIAN
612
Mariner Independent Advisor Network
Kansas
$19.4M -$642K -3,614 -3%
BCM
613
BTR Capital Management
California
$19.4M -$262K -1,473 -1%
Los Angeles Capital Management
614
Los Angeles Capital Management
California
$19.3M +$1.61M +9,046 +9%
Cetera Investment Advisers
615
Cetera Investment Advisers
Illinois
$19.1M -$3.63M -20,442 -16%
SSA
616
Schonfeld Strategic Advisors
New York
$19.1M -$5.42M -30,509 -22%
AIM
617
Achmea Investment Management
Netherlands
$19M -$902K -5,080 -5%
SWM
618
Spire Wealth Management
Virginia
$19M -$8.23M -46,340 -30%
AWS
619
Atria Wealth Solutions
New York
$19M -$1.06M -5,983 -5%
HCMG
620
Howard Capital Management Group
California
$18.9M -$68.4K -385 -0.4%
OSAM
621
O'Shaughnessy Asset Management
Connecticut
$18.8M +$1.06M +5,942 +6%
TNB
622
Thomasville National Bank
Georgia
$18.7M +$259K +1,458 +1%
LSERS
623
Louisiana State Employees Retirement System
Louisiana
$18.6M +$71.1K +400 +0.4%
CIC
624
Carnegie Investment Counsel
Ohio
$18.6M -$2.3M -12,946 -11%
DWM
625
Doyle Wealth Management
Florida
$18.5M -$40.3K -227 -0.2%
23 24
25
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