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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 %
S
1276
SimplyRich
California
$4.93M – – –
KCPG
1277
Kavar Capital Partners Group
Kansas
$4.91M -$275K -1,326 -5%
AWM
1278
Avitas Wealth Management
California
$4.91M -$18.3K -88 -0.4%
CIA
1279
Capital Investment Advisors
Georgia
$4.91M +$187K +899 +4%
MMA
1280
Miracle Mile Advisors
California
$4.9M +$2.18M +10,483 +80%
LA
1281
LVW Advisors
New York
$4.9M -$76.5K -368 -2%
BRC
1282
Bishop Rock Capital
New York
$4.87M +$449K +2,160 +10%
SI
1283
Shaker Investments
Ohio
$4.86M +$43.8K +211 +0.9%
AWP
1284
Ascent Wealth Partners
New York
$4.86M +$109K +525 +2%
KP
1285
Keel Point
Alabama
$4.85M -$129K -623 -3%
PM
1286
Phraction Management
Connecticut
$4.82M +$166K +801 +4%
TLP
1287
Trinity Legacy Partners
Texas
$4.81M +$282K +1,359 +6%
HTC
1288
Haverford Trust Company
Pennsylvania
$4.81M -$193K -927 -4%
PCM
1289
Poehling Capital Management
Wisconsin
$4.8M +$13.7K +66 +0.3%
PB
1290
Pinnacle Bancorp
Nebraska
$4.8M -$172K -829 -3%
RDWM
1291
Red Door Wealth Management
Tennessee
$4.78M +$193K +927 +4%
BFW
1292
Brady Family Wealth
Missouri
$4.78M +$4.78M +22,997 New
JAG
1293
Journey Advisory Group
Kentucky
$4.77M +$976K +4,697 +26%
MWA
1294
Meridian Wealth Advisors
Texas
$4.77M +$368K +1,772 +8%
LOPW
1295
Live Oak Private Wealth
North Carolina
$4.76M +$66.7K +321 +1%
MCM
1296
McDonough Capital Management
Florida
$4.75M +$60.7K +292 +1%
MMM
1297
Mendel Money Management
Illinois
$4.75M -$244K -1,173 -5%
BSW
1298
Buckingham Strategic Wealth
Missouri
$4.74M -$744K -3,582 -14%
BZWA
1299
Blue Zone Wealth Advisors
California
$4.74M +$38.4K +185 +0.8%
AC
1300
Asio Capital
Kentucky
$4.74M +$134K +647 +3%
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