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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 %
VIA
801
Vident Investment Advisory
Georgia
$12.8M +$8.29M +39,905 +184%
SMI
802
Shelter Mutual Insurance
Missouri
$12.8M – – –
EGA
803
Eagle Global Advisors
Texas
$12.8M -$31.2K -150 -0.2%
Lido Advisors
804
Lido Advisors
California
$12.7M -$5.35M -25,755 -30%
PAM
805
Peak Asset Management
Colorado
$12.7M -$97.6K -470 -0.8%
LDB
806
Lee, Danner & Bass
Tennessee
$12.7M -$1.25M -6,017 -9%
FCH
807
Freestone Capital Holdings
Washington
$12.6M -$388K -1,869 -3%
WS
808
Wedbush Securities
California
$12.6M -$676K -3,256 -5%
TA
809
TruWealth Advisors
Louisiana
$12.5M +$182K +877 +1%
ORI
810
Oak Ridge Investments
Illinois
$12.5M -$168K -807 -1%
JCM
811
Janney Capital Management
Pennsylvania
$12.4M +$199K +959 +2%
SCM
812
Saber Capital Management
North Carolina
$12.3M +$23.9K +115 +0.2%
Capital Fund Management (CFM)
813
Capital Fund Management (CFM)
France
$12.3M -$46.7M -224,556 -79%
AF
814
Ally Financial
Michigan
$12.3M – – –
KFC
815
Klingenstein Fields & Co
New York
$12.3M -$79.8K -384 -0.6%
FFP
816
FourThought Financial Partners
Florida
$12.2M +$12.2M +58,826 New
FFBTD
817
First Financial Bank - Trust Division
Ohio
$12.2M -$594K -2,858 -5%
HWM
818
Heirloom Wealth Management
Colorado
$12.2M +$12.2M +58,761 New
HSA
819
HBK Sorce Advisory
Pennsylvania
$12.2M +$6.41M +30,865 +111%
KRSITF
820
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$12.2M – – –
BTWM
821
Baker Tilly Wealth Management
Wisconsin
$12.1M -$142K -685 -1%
HI
822
Hendershot Investments
Virginia
$12.1M +$1.08M +5,185 +10%
AMI
823
Amica Mutual Insurance
Rhode Island
$12.1M -$1.41M -6,802 -10%
CAM
824
Columbia Asset Management
Michigan
$12.1M +$63.2K +304 +0.5%
CC
825
Criteria Caixa
Spain
$12M – – –
31 32
33
34 35