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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 %
ACM
1401
Aljian Capital Management
Nevada
$4.03M -$61.1K -294 -1%
CGL
1402
Clarius Group LLC
Washington
$4.01M -$76.3K -367 -2%
BFA
1403
Benedict Financial Advisors
Georgia
$4M +$287K +1,381 +8%
TVWM
1404
Tower View Wealth Management
Wisconsin
$4M -$32.8K -158 -0.8%
SAM
1405
SP Asset Management
California
$3.99M +$18.5K +89 +0.5%
IP
1406
Interval Partners
New York
$3.99M +$3.99M +19,197 New
BEC
1407
Blue Edge Capital
Virginia
$3.99M +$4.36K +21 +0.1%
WI
1408
WBI Investments
New Jersey
$3.98M +$3.98M +19,137 New
IRAG
1409
Investment Research & Advisory Group
Georgia
$3.97M -$8.52K -41 -0.2%
ITFISA
1410
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$3.97M -$883K -4,250 -18%
CT
1411
Chicago Trust
Illinois
$3.96M -$21.2K -102 -0.5%
SEEDPG
1412
S.E.E.D. Planning Group
New York
$3.96M -$208 -1 -0%
SWM
1413
Sendero Wealth Management
Texas
$3.95M -$184K -884 -4%
GG
1414
Gofen & Glossberg
Illinois
$3.95M +$444K +2,137 +13%
BAM
1415
Belpointe Asset Management
Nevada
$3.95M +$139K +671 +4%
WAS
1416
WESPAC Advisors SoCal
California
$3.94M -$75.8K -365 -2%
TCA
1417
Trifecta Capital Advisors
Illinois
$3.92M +$3.92M +18,860 New
WDA
1418
Wendell David Associates
New Hampshire
$3.92M +$30.1K +145 +0.8%
PR
1419
Payden & Rygel
California
$3.91M -$582K -2,800 -13%
AP
1420
Americana Partners
Texas
$3.91M -$259K -1,240 -6%
HFM
1421
Hartford Financial Management
Connecticut
$3.9M -$112K -537 -3%
PCA
1422
Personal Capital Advisors
California
$3.9M -$53.8K -259 -1%
ACM
1423
Aquatic Capital Management
Illinois
$3.89M -$11.5M -55,100 -75%
PFS
1424
Physicians Financial Services
North Carolina
$3.88M -$64K -308 -2%
BCFS
1425
Butensky & Cohen Financial Security
Florida
$3.87M +$48.2K +232 +1%
55 56
57
58 59