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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 %
APTFM
1201
AGUR Provident & Training Funds Management
Israel
$5.67M +$5.67M +27,314 New
NFC
1202
Northeast Financial Consultants
Connecticut
$5.67M +$831 +4 +0%
RFWA
1203
RPg Family Wealth Advisory
Massachusetts
$5.67M +$5.67M +27,287 New
AIA
1204
Avalon Investment & Advisory
Texas
$5.66M -$138K -662 -2%
PFS
1205
Prospera Financial Services
Texas
$5.63M -$1.05M -5,038 -16%
DI
1206
Diligent Investors
California
$5.63M -$143K -689 -2%
SCC
1207
Steel Canyon Capital
Arizona
$5.62M +$1.88M +9,054 +50%
AT
1208
American Trust
Kentucky
$5.61M -$13.7K -66 -0.2%
GP
1209
Greenline Partners
New York
$5.6M -$1.2M -5,794 -18%
IAN
1210
Integrated Advisors Network
Texas
$5.6M -$501K -2,412 -8%
DFA
1211
Delta Financial Advisors
Louisiana
$5.59M -$10.6K -51 -0.2%
SWIG
1212
Strategic Wealth Investment Group
Kentucky
$5.59M +$700K +3,190 +14%
SCA
1213
Sage Capital Advisors
South Dakota
$5.58M -$7.06K -34 -0.1%
SCI
1214
Stableford Capital II
Arizona
$5.58M -$119K -546 -2%
AWA
1215
Aaron Wealth Advisors
Illinois
$5.57M +$279K +1,341 +5%
GIA
1216
GHP Investment Advisors
Colorado
$5.57M +$852K +4,100 +18%
AIM
1217
Aigen Investment Management
New York
$5.57M +$5.19M +24,965 +1,362%
CCT
1218
Capital City Trust
Florida
$5.57M -$61.7K -297 -1%
WWA
1219
WCG Wealth Advisors
Nevada
$5.57M +$714K +3,436 +15%
UC
1220
Unio Capital
New Jersey
$5.56M -$1.51M -7,247 -21%
BCM
1221
Brookstone Capital Management
Illinois
$5.56M -$314K -1,441 -5%
MIC
1222
Means Investment Company
Maine
$5.56M +$52.4K +252 +1%
SC
1223
Settian Capital
New York
$5.55M +$478K +2,300 +9%
SFP
1224
Shepherd Financial Partners
Massachusetts
$5.5M +$52.8K +254 +1%
CIM
1225
Chiron Investment Management
New York
$5.5M +$5.5M +26,457 New
47 48
49
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