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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 %
CK
901
Cohen Klingenstein
New York
$10.1M – – –
FG
902
Fiduciary Group
Georgia
$10.1M -$90.2K -434 -0.9%
MCM
903
Makena Capital Management
California
$10.1M +$10.1M +48,460 New
FFAM
904
Forge First Asset Management
Canada
$10.1M +$10.1M +48,420 New
SBL
905
Sargent Bickham Lagudis
Colorado
$10M -$184K -884 -2%
LBC
906
Lowe Brockenbrough & Co
Virginia
$10M -$181K -870 -2%
DAM
907
Deltec Asset Management
New York
$10M -$152K -730 -1%
DWT
908
Dorsey & Whitney Trust
South Dakota
$10M -$314K -1,509 -3%
PAM
909
Palisade Asset Management
Minnesota
$9.97M +$415K +1,999 +4%
IWC
910
Integrated Wealth Concepts
Massachusetts
$9.97M +$70K +337 +0.7%
OPCM
911
Osborne Partners Capital Management
California
$9.93M -$62.3K -300 -0.6%
PIM
912
Progressive Investment Management
Oregon
$9.9M +$138K +666 +1%
PMG
913
ProVise Management Group
Florida
$9.87M +$220K +1,057 +2%
WPP
914
Whalerock Point Partners
Rhode Island
$9.77M +$59.2K +285 +0.6%
CI
915
Capital International
California
$9.75M +$137K +659 +1%
EWM
916
Evercore Wealth Management
New York
$9.72M +$275K +1,323 +3%
TCCM
917
Timber Creek Capital Management
Massachusetts
$9.7M -$133K -641 -1%
FWTB
918
First Western Trust Bank
Colorado
$9.67M +$31K +149 +0.3%
JSA
919
Jacobson & Schmitt Advisors
Wisconsin
$9.66M – – –
CNB
920
Camden National Bank
Maine
$9.61M -$136K -654 -1%
HWM
921
HFR Wealth Management
New York
$9.6M +$71.9K +346 +0.8%
PTC
922
Philadelphia Trust Company
Pennsylvania
$9.57M -$960K -4,619 -9%
CC
923
Courier Capital
New York
$9.54M -$61.5K -296 -0.6%
FGP
924
Foyston, Gordon, & Payne
Ontario, Canada
$9.51M +$225K +1,083 +2%
HP
925
Hosking Partners
United Kingdom
$9.51M +$661K +3,183 +7%
35 36
37
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