V icon

Visa
V

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 %
LG
1226
Leuthold Group
Minnesota
$5.49M -$129K -621 -2%
RWM
1227
Ritholtz Wealth Management
New York
$5.49M -$1.78M -8,586 -25%
ISL
1228
Ingalls & Snyder LLC
New York
$5.48M +$39.1K +188 +0.7%
SWS
1229
SYSTM Wealth Solutions
Illinois
$5.48M +$5.48M +26,385 New
HCM
1230
Harvey Capital Management
Florida
$5.46M -$16.4K -79 -0.3%
PCP
1231
Proficio Capital Partners
Massachusetts
$5.45M +$39.1K +188 +0.7%
GAAM
1232
Guinness Atkinson Asset Management
California
$5.44M -$273K -1,315 -5%
HW
1233
Hedeker Wealth
Illinois
$5.43M -$22.6K -109 -0.4%
MKA
1234
M. Kulyk & Associates
Georgia
$5.42M +$98.5K +474 +2%
PA
1235
PFG Advisors
Arizona
$5.42M +$456K +2,197 +9%
TPA
1236
Trivium Point Advisory
Connecticut
$5.41M +$105K +483 +2%
IWA
1237
Icon Wealth Advisors
Texas
$5.4M -$1.29M -6,186 -19%
BHB
1238
Bank Hapoalim BM
Israel
$5.38M -$335K -1,611 -6%
SS
1239
Simplicity Solutions
Minnesota
$5.38M +$149K +719 +3%
MFG
1240
Merit Financial Group
Georgia
$5.37M +$1.21M +5,804 +29%
HWMA
1241
Heritage Wealth Management (Arizona)
Arizona
$5.34M +$2.8M +13,476 +110%
WP
1242
Waycross Partners
Kentucky
$5.32M +$2.15M +10,360 +68%
XL
1243
XN LP
New York
$5.29M -$33.6M -161,789 -86%
BCM
1244
Bridgeway Capital Management
Texas
$5.27M -$4.55M -21,920 -46%
EH
1245
Equitable Holdings
New York
$5.24M -$5.38M -25,874 -51%
BCA
1246
Bray Capital Advisors
Florida
$5.21M -$96.2K -463 -2%
MA
1247
Mezzasalma Advisors
New Jersey
$5.21M -$67.3K -324 -1%
SIA
1248
Sage Investment Advisers
New York
$5.2M -$30.7K -148 -0.6%
UFG
1249
United Fire Group
Iowa
$5.19M – – –
FM
1250
Family Management
New York
$5.19M +$1.42M +6,830 +38%
48 49
50
51 52