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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 %
CWG
1076
Cornerstone Wealth Group
North Carolina
$6.98M -$18.3K -88 -0.3%
NG
1077
NWK Group
California
$6.98M +$27.8K +134 +0.4%
S
1078
SignatureFD
Georgia
$6.96M +$678K +3,263 +11%
IWA
1079
IBEX Wealth Advisors
New Jersey
$6.94M +$1.34M +6,455 +24%
AWM
1080
Apollon Wealth Management
South Carolina
$6.93M -$92.9K -447 -1%
AGA
1081
Accuvest Global Advisors
Utah
$6.93M +$3.4M +16,379 +97%
RPC
1082
Rossmore Private Capital
Connecticut
$6.91M -$2.49K -12 -0%
BCM
1083
Buckhead Capital Management
Georgia
$6.89M +$39.3K +189 +0.6%
ST
1084
Spinnaker Trust
Maine
$6.88M +$36.6K +176 +0.5%
EWM
1085
Empirical Wealth Management
Washington
$6.84M -$1.28M -6,180 -16%
CFGS
1086
Concourse Financial Group Securities
Alabama
$6.84M -$244K -1,176 -3%
AWM
1087
Axxcess Wealth Management
California
$6.78M +$4.08M +19,618 +150%
CS
1088
Comerica Securities
Michigan
$6.76M +$111K +535 +2%
NPAM
1089
Noble Path Asset Management
New York
$6.74M -$322K -1,550 -5%
SCM
1090
Sitrin Capital Management
California
$6.73M -$304K -1,464 -4%
WWM
1091
Western Wealth Management
Colorado
$6.72M -$4.86M -23,408 -42%
MWM
1092
Marietta Wealth Management
Georgia
$6.71M +$88.5K +426 +1%
TCOO
1093
Trust Company of Oklahoma
Oklahoma
$6.7M +$564K +2,715 +9%
PCTC
1094
Perkins Coie Trust Company
Washington
$6.7M +$223K +1,072 +3%
CIM
1095
Chapman Investment Management
California
$6.68M -$1.06M -5,092 -14%
SAM
1096
Stansberry Asset Management
Texas
$6.67M +$191K +917 +3%
BB
1097
Berkshire Bank
Massachusetts
$6.66M -$481K -2,314 -7%
BFG
1098
Berger Financial Group
Minnesota
$6.63M -$294K -1,417 -4%
FCBT
1099
First Citizens Bank & Trust
North Carolina
$6.63M +$383K +1,844 +6%
WCM
1100
Whitener Capital Management
North Carolina
$6.61M -$292K -1,405 -4%
42 43
44
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