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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 %
LWMM
1176
Legacy Wealth Management (Mississippi)
Mississippi
$5.82M – – –
UF
1177
Univest Financial
Pennsylvania
$5.82M -$302K -1,455 -5%
BCM
1178
Bancreek Capital Management
California
$5.82M +$218K +1,049 +4%
YWP
1179
YorkBridge Wealth Partners
New York
$5.82M -$1.74M -8,398 -23%
CT
1180
Colonial Trust
South Carolina
$5.81M -$424K -2,041 -7%
SFS
1181
Sowell Financial Services
Arkansas
$5.8M +$792K +3,810 +16%
ECM
1182
Evergreen Capital Management
Washington
$5.79M +$300K +1,445 +5%
GW
1183
GW & Wade
Massachusetts
$5.79M +$452K +2,176 +8%
PIA
1184
Petredis Investment Advisors
Pennsylvania
$5.79M +$5.79M +27,878 New
JAM
1185
JCIC Asset Management
Ontario, Canada
$5.79M -$197K -948 -3%
ECML
1186
Eagle Capital Management (Louisiana)
Louisiana
$5.79M -$3.53K -17 -0.1%
LFAS
1187
Level Four Advisory Services
Texas
$5.79M +$1.55M +7,449 +36%
NCM
1188
Nelson Capital Management
California
$5.78M -$149K -719 -3%
ACS
1189
Archford Capital Strategies
Illinois
$5.77M +$81K +390 +1%
HVIA
1190
Hudson Valley Investment Advisors
New York
$5.75M +$88.7K +427 +2%
M
1191
Mirova
France
$5.75M +$163K +783 +3%
VLKIM
1192
Van Lanschot Kempen Investment Management
Netherlands
$5.75M +$183K +883 +3%
SGA
1193
Strategic Global Advisors
California
$5.74M -$1.03M -4,945 -15%
CA
1194
Cullinan Associates
Kentucky
$5.72M +$1.02M +4,899 +22%
CCA
1195
Covey Capital Advisors
Georgia
$5.72M – – –
DAS
1196
Dynamic Advisor Solutions
Arizona
$5.72M +$394K +1,895 +7%
AA
1197
Ancora Advisors
Ohio
$5.71M +$56.7K +273 +1%
IIM
1198
Ipswich Investment Management
Massachusetts
$5.69M -$81.7K -393 -1%
IB
1199
Iyo Bank
Japan
$5.68M – – –
SWA
1200
Stratos Wealth Advisors
Ohio
$5.68M +$4.4M +21,197 +344%
46 47
48
49 50