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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 %
BAM
851
Bell Asset Management
Australia
$11.3M -$3.54M -17,020 -24%
SWM
852
Segment Wealth Management
Texas
$11.3M -$60.3K -290 -0.5%
DWP
853
Daymark Wealth Partners
Ohio
$11.3M +$11.3M +54,545 New
KA
854
Kintegral Advisory
New York
$11.3M +$6.93M +33,356 +158%
LNWWM
855
Laird Norton Wetherby Wealth Management
California
$11.3M +$660K +3,179 +6%
CFM
856
Capricorn Fund Managers
United Kingdom
$11.3M +$759K +3,655 +7%
DWA
857
Douglass Winthrop Advisors
New York
$11.2M -$237K -1,142 -2%
BSI
858
Bennett Selby Investments
Maine
$11.2M +$63.8K +307 +0.6%
TCM
859
Telos Capital Management
California
$11.2M +$328K +1,578 +3%
BWM
860
Bulltick Wealth Management
Florida
$11.2M -$203K -976 -2%
WP
861
WMS Partners
Maryland
$11.1M -$638K -3,073 -5%
CIS
862
Connors Investor Services
Pennsylvania
$11.1M -$1.41M -6,784 -11%
HI
863
Horizon Investments
North Carolina
$11.1M +$3.87M +18,654 +53%
GI
864
Gradient Investments
Minnesota
$11.1M -$645K -3,104 -5%
LIM
865
Leavell Investment Management
Alabama
$11.1M -$810K -3,901 -7%
PHAM
866
Pacific Heights Asset Management
California
$11M – – –
TM
867
Tiger Management
New York
$11M +$5.13M +24,700 +88%
BWL
868
Bogart Wealth LLC
Virginia
$11M +$1.31M +6,289 +14%
IGGA
869
Iron Gate Global Advisors
Utah
$11M +$159K +764 +1%
AIM
870
Arcadia Investment Management
Michigan
$11M +$290K +1,395 +3%
CCM
871
Copeland Capital Management
Pennsylvania
$10.9M -$627K -3,020 -5%
Baillie Gifford & Co
872
Baillie Gifford & Co
United Kingdom
$10.9M – – –
PIM
873
Penobscot Investment Management
Massachusetts
$10.9M -$613K -2,950 -5%
QCM
874
Quantinno Capital Management
New York
$10.9M +$5.15M +24,782 +90%
GC
875
GFG Capital
Florida
$10.9M +$3.42M +12,932 +46%
33 34
35
36 37