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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 %
OWP
1701
Obermeyer Wealth Partners
Colorado
$2.5M -$68.1K -328 -3%
AWM
1702
Avior Wealth Management
Nebraska
$2.5M – – –
AIS
1703
American Investment Services
Massachusetts
$2.5M +$2.5M +12,013 New
SG
1704
Stonnington Group
California
$2.5M -$36.3K -164 -1%
GCM
1705
Gables Capital Management
Florida
$2.48M -$10.4K -50 -0.4%
CCMT
1706
CMT Capital Markets Trading
Germany
$2.47M -$1.16M -5,600 -32%
BWM
1707
BNC Wealth Management
Oregon
$2.46M +$3.32K +16 +0.1%
CF
1708
Cantor Fitzgerald
New York
$2.46M -$139K -668 -5%
TCM
1709
Teza Capital Management
Illinois
$2.45M +$415K +1,996 +20%
MLA
1710
My Legacy Advisors
Oregon
$2.45M +$49.5K +215 +2%
1WA
1711
180 Wealth Advisors
Washington
$2.45M -$33.9K -151 -1%
CAWM
1712
Capital Advisors Wealth Management
Washington
$2.44M +$58.6K +282 +2%
PCMC
1713
Private Capital Management (Colorado)
Colorado
$2.44M -$200K -965 -8%
KMWM
1714
Keudell/Morrison Wealth Management
Oregon
$2.43M -$45.3K -218 -2%
CWAG
1715
Compton Wealth Advisory Group
Virginia
$2.43M -$12.3K -59 -0.5%
SIA
1716
SkyView Investment Advisors
New Jersey
$2.43M -$171K -824 -7%
WP
1717
WealthSource Partners
California
$2.43M -$39.3K -189 -2%
WI
1718
WrapManager Inc
California
$2.43M -$710K -3,418 -23%
GCS
1719
Gordian Capital (Singapore)
Singapore
$2.43M -$301K -1,448 -11%
WSC
1720
Wellington Shields & Co
New York
$2.42M +$168K +809 +7%
PCS
1721
Personal CFO Solutions
New Jersey
$2.42M -$36.6K -176 -1%
TA
1722
TFG Advisers
Michigan
$2.41M +$15.2K +73 +0.6%
BWAM
1723
Boyd Watterson Asset Management
Ohio
$2.41M +$208K +1,003 +9%
SA
1724
SRN Advisors
Pennsylvania
$2.41M -$474K -2,283 -16%
MAWCM
1725
Mine & Arao Wealth Creation & Management
California
$2.4M -$3.12K -15 -0.1%
67 68
69
70 71