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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 %
FRA
1601
Front Row Advisors
California
$2.99M -$107K -515 -3%
SC
1602
Solstein Capital
California
$2.97M +$40.1K +193 +1%
BJL
1603
Brighton Jones LLC
Washington
$2.97M -$331K -1,592 -10%
TW
1604
Transform Wealth
Colorado
$2.97M +$2.97M +14,291 New
AA
1605
Altman Advisors
Illinois
$2.97M -$105K -473 -3%
BC
1606
Bartlett & Co
Ohio
$2.96M -$66.6K -320 -2%
BCWM
1607
Bartlett & Co Wealth Management
Ohio
$2.96M -$66.5K -320 -2%
EFI
1608
EHP Funds Inc
Canada
$2.95M +$2.95M +14,220 New
AA
1609
Auxano Advisors
Washington
$2.95M +$9.35K +45 +0.3%
HI
1610
Harbour Investments
Wisconsin
$2.95M +$215K +1,036 +8%
FMTCOCP
1611
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.94M -$36.6K -176 -1%
KWA
1612
KCS Wealth Advisory
California
$2.94M +$163K +785 +6%
SWM
1613
Selective Wealth Management
Virginia
$2.94M -$1.18M -5,239 -29%
ISWM
1614
Independent Solutions Wealth Management
New York
$2.94M -$21.8K -105 -0.7%
IEFM
1615
IQ EQ Fund Management
Ireland
$2.94M -$353K -1,699 -11%
EM
1616
Excalibur Management
Massachusetts
$2.94M +$623 +3 +0%
HIP
1617
Harrell Investment Partners
Texas
$2.93M +$101K +485 +4%
T
1618
TCWP
Ohio
$2.93M -$49.3K -237 -2%
WA
1619
Wambolt & Associates
Colorado
$2.93M -$9.97K -48 -0.3%
RF
1620
Robbins Farley
New Hampshire
$2.93M -$106K -510 -3%
VCM
1621
Vetamer Capital Management
California
$2.93M -$673K -3,237 -19%
IFWM
1622
Institute for Wealth Management
Colorado
$2.92M -$86.2K -415 -3%
GRP
1623
Global Retirement Partners
California
$2.89M +$168K +808 +6%
MF
1624
Manchester Financial
California
$2.89M -$11.4K -55 -0.4%
WHAM
1625
Windmill Hill Asset Management
United Kingdom
$2.88M +$2.88M +13,885 New
63 64
65
66 67