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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 %
BPCA
1501
Bank Pictet & Cie (Asia)
Singapore
$3.51M -$161K -777 -4%
SSWM
1502
Strait & Sound Wealth Management
California
$3.49M +$3.49M +15,672 New
RCWM
1503
Royal Capital Wealth Management
Indiana
$3.49M +$5.82K +28 +0.2%
QI
1504
Qtron Investments
Massachusetts
$3.49M -$26.4K -127 -0.8%
IUHSA
1505
Itau Unibanco Holding S.A.
Brazil
$3.49M -$16M -77,029 -82%
WKWM
1506
Walter & Keenan Wealth Management
Indiana
$3.49M +$31.2K +150 +0.9%
WP
1507
WealthPLAN Partners
Nebraska
$3.48M +$3.48M +15,192 New
WIM
1508
WealthPlan Investment Management
Nebraska
$3.47M -$168K -733 -5%
IBOK
1509
Independence Bank of Kentucky
Kentucky
$3.47M +$76.3K +367 +2%
OPW
1510
Oxler Private Wealth
New York
$3.47M -$134K -646 -4%
CCFP
1511
Charles Carroll Financial Partners
Massachusetts
$3.47M -$135K -650 -4%
HCM
1512
Highview Capital Management
Illinois
$3.46M -$65.7K -316 -2%
PBT
1513
Pictet Bank & Trust
Bahamas
$3.46M +$494K +2,376 +17%
FM
1514
Freemont Management
Switzerland
$3.45M – – –
PWS
1515
Peterson Wealth Services
Utah
$3.43M +$87.5K +421 +3%
WPW
1516
Waldron Private Wealth
Pennsylvania
$3.43M – – –
GWM
1517
Graybill Wealth Management
Illinois
$3.42M +$25.8K +124 +0.8%
CG
1518
Cutler Group
California
$3.42M +$416K +2,005 +14%
CB
1519
Cadence Bank
Mississippi
$3.42M -$26.8K -129 -0.8%
CDH
1520
Charles D. Hyman
$3.42M -$12K -58 -0.4%
FMB
1521
Field & Main Bank
Kentucky
$3.41M -$12.5K -60 -0.4%
KJHP
1522
K.J. Harrison & Partners
Ontario, Canada
$3.4M – – –
EFM
1523
E Fund Management
China
$3.4M -$49.9K -240 -1%
EHC
1524
Everett Harris & Co
California
$3.39M +$10.6K +51 +0.3%
SFO
1525
Stokes Family Office
Louisiana
$3.38M +$98.9K +476 +3%
59 60
61
62 63