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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 %
FCT
1101
Family Capital Trust
Massachusetts
$6.57M -$2.91K -14 -0%
RCM
1102
RNC Capital Management
California
$6.57M -$172K -828 -3%
WC
1103
Woodstock Corp
Massachusetts
$6.54M +$117K +562 +2%
CWM
1104
Chronos Wealth Management
Florida
$6.53M -$10.6K -51 -0.2%
SCA
1105
Stokes Capital Advisors
South Carolina
$6.52M -$344K -1,658 -5%
FTDI
1106
First Trust Direct Indexing
Massachusetts
$6.5M +$90.2K +434 +1%
DAM
1107
Diamant Asset Management
Connecticut
$6.48M -$124K -597 -2%
HWA
1108
HCR Wealth Advisors
California
$6.47M -$287K -1,381 -4%
CCP
1109
Clough Capital Partners
Massachusetts
$6.47M -$2.06M -9,900 -24%
RC
1110
Roundview Capital
New Jersey
$6.47M +$674K +3,243 +12%
P
1111
Pitcairn
Pennsylvania
$6.46M +$78.3K +377 +1%
ANBT
1112
American National Bank & Trust
Texas
$6.45M +$815K +3,925 +14%
CWP
1113
CFM Wealth Partners
Texas
$6.41M -$16.6K -80 -0.3%
TC
1114
Telemus Capital
Michigan
$6.41M -$164K -753 -2%
MOS
1115
MGO One Seven
Ohio
$6.41M -$548K -2,640 -8%
CG
1116
Cynosure Group
Utah
$6.39M -$227K -1,094 -3%
JF
1117
Jump Financial
Illinois
$6.39M -$3.34M -16,087 -34%
CWM
1118
Concentric Wealth Management
California
$6.39M +$6.86K +33 +0.1%
CT
1119
Coastline Trust
Rhode Island
$6.38M +$1.27M +6,090 +25%
CAM
1120
Cypress Asset Management
Texas
$6.38M -$277K -1,330 -4%
CP
1121
CenterBook Partners
Connecticut
$6.37M -$2.46M -11,859 -28%
SAM
1122
Sawgrass Asset Management
Florida
$6.35M -$28.3K -136 -0.4%
TCA
1123
Transcend Capital Advisors
New Jersey
$6.32M -$136K -656 -2%
EA
1124
Ellsworth Advisors
Ohio
$6.3M -$18.4K -84 -0.3%
FTC
1125
Farmers Trust Company
Ohio
$6.29M -$22.4K -108 -0.4%
43 44
45
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