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 %
CAM
1326
Carret Asset Management
New York
$4.58M -$145K -700 -3%
BIM
1327
Baldwin Investment Management
Pennsylvania
$4.58M +$34.5K +166 +0.8%
WAS
1328
Winch Advisory Services
Wisconsin
$4.57M -$582K -2,801 -11%
AAS
1329
Ameritas Advisory Services
Nebraska
$4.57M +$582K +2,802 +15%
MG
1330
Mather Group
Illinois
$4.57M +$408K +1,962 +10%
HIC
1331
Hartline Investment Corp
Illinois
$4.55M +$3.61M +17,377 +385%
TFS
1332
Thoroughbred Financial Services
Tennessee
$4.52M +$97.4K +469 +2%
WSTAM
1333
Wilbanks Smith & Thomas Asset Management
Virginia
$4.52M +$482K +2,322 +12%
FMTC
1334
Farmers & Merchants Trust Company
California
$4.52M +$346K +1,665 +8%
LCM
1335
Legato Capital Management
California
$4.51M +$4.51M +21,684 New
FAIM
1336
Financial Advocates Investment Management
Washington
$4.5M +$1.03M +4,976 +30%
HKIM
1337
Hayek Kallen Investment Management
Alabama
$4.5M +$79.6K +383 +2%
CW
1338
CIC Wealth
Maryland
$4.48M +$4.48M +21,550 New
ATPW
1339
Ashton Thomas Private Wealth
Arizona
$4.47M +$152K +731 +4%
NCGI
1340
Next Century Growth Investors
Minnesota
$4.46M +$1.02M +4,892 +29%
RCM
1341
RB Capital Management
Nevada
$4.46M +$53.6K +258 +1%
MGAM
1342
McGowan Group Asset Management
Texas
$4.45M -$78.7K -379 -2%
HWA
1343
Heritage Wealth Advisors
Virginia
$4.44M +$52.4K +252 +1%
LFM
1344
LGT Fund Management
Liechtenstein
$4.44M +$32.2K +155 +0.7%
IA
1345
Icon Advisers
Colorado
$4.43M -$1.06M -5,100 -19%
AI
1346
Atom Investors
Texas
$4.4M +$995K +4,789 +29%
LWM
1347
Laidlaw Wealth Management
New York
$4.39M +$831 +4 +0%
MHS
1348
M Holdings Securities
Oregon
$4.38M +$5.4K +26 +0.1%
SWM
1349
SFG Wealth Management
Maryland
$4.36M +$95.6K +460 +2%
BP
1350
Ballentine Partners
Massachusetts
$4.36M +$461K +2,217 +12%
52 53
54
55 56