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Visa
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Overview Fund Activity

3,160 hedge funds and large institutions have $277B invested in Visa in 2022 Q3 according to their latest regulatory filings, with 117 funds opening new positions, 1,343 increasing their positions, 1,353 reducing their positions, and 137 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,160
Holders Change
-60
Holders Change %
-1.86%
% of All Funds
54.64%
Holding in Top 10
429
Holding in Top 10 Change
-54
Holding in Top 10 Change %
-11.18%
% of All Funds
7.42%
New
117
Increased
1,343
Reduced
1,353
Closed
137
Calls
$5.32B
Puts
$2.25B
Net Calls
+$3.07B
Net Calls Change
+$170M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$1.8B
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$944M
3
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
+$585M
4
Viking Global Investors
Viking Global Investors
Connecticut
+$496M
5
MSE
MUFG Securities EMEA
United Kingdom
+$436M

Top Sellers

1
Fisher Asset Management
Fisher Asset Management
Washington
-$924M
2
Ensign Peak Advisors
Ensign Peak Advisors
Utah
-$472M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$424M
4
Polen Capital Management
Polen Capital Management
Florida
-$411M
5
Edgewood Management
Edgewood Management
Connecticut
-$368M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
1201
Icon Advisers
Colorado
$4.7M -$124K -700 -3%
AssetMark Inc
1202
AssetMark Inc
California
$4.69M +$1.39M +7,836 +42%
BSW
1203
Buckingham Strategic Wealth
Missouri
$4.69M +$920K +5,181 +24%
HCM
1204
Harvey Capital Management
Florida
$4.68M -$28.4K -160 -0.6%
HW
1205
Hedeker Wealth
Illinois
$4.66M +$229K +1,289 +5%
SFP
1206
Shepherd Financial Partners
Massachusetts
$4.66M -$608K -3,424 -12%
ISL
1207
Ingalls & Snyder LLC
New York
$4.65M -$102K -575 -2%
EF
1208
Empirical Finance
Pennsylvania
$4.65M +$1.18M +6,649 +34%
WA1
1209
Wimmer Associates 1
California
$4.63M -$51.8K -250 -1%
PCP
1210
Proficio Capital Partners
Massachusetts
$4.62M -$11K -62 -0.2%
EFS
1211
Essex Financial Services
Connecticut
$4.57M -$24.2K -136 -0.5%
GW
1212
GW & Wade
Massachusetts
$4.57M +$91.3K +514 +2%
TFA
1213
Teamwork Financial Advisors
Texas
$4.57M +$228K +1,282 +5%
WWA
1214
WCG Wealth Advisors
Nevada
$4.56M -$289K -1,481 -6%
BL
1215
Balentine LLC
Georgia
$4.56M +$860K +4,843 +23%
DJSG
1216
D.J. St. Germain
Massachusetts
$4.55M – – –
DAS
1217
Dynamic Advisor Solutions
Arizona
$4.55M -$86.7K -488 -2%
MKA
1218
M. Kulyk & Associates
Georgia
$4.55M +$147K +828 +3%
BCA
1219
Bray Capital Advisors
Florida
$4.54M +$17.9K +101 +0.4%
AUB
1220
Atlantic Union Bankshares
Virginia
$4.53M +$6.57K +37 +0.1%
TPA
1221
Trivium Point Advisory
Connecticut
$4.52M -$204K -1,097 -4%
AWA
1222
Aaron Wealth Advisors
Illinois
$4.52M +$2.55M +14,367 +129%
MA
1223
Mezzasalma Advisors
New Jersey
$4.51M +$33.9K +191 +0.8%
SIA
1224
Sage Investment Advisers
New York
$4.48M -$16.5K -93 -0.4%
FHB
1225
First Hawaiian Bank
Hawaii
$4.48M +$157K +884 +4%
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