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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 %
FA
1726
Fiducient Advisors
Illinois
$2.4M +$2.4M +11,534 New
CC
1727
Cypress Capital
Tennessee
$2.39M +$39.7K +191 +2%
SP
1728
Symmetry Partners
Connecticut
$2.39M -$199K -960 -8%
DSC
1729
Duncker Streett & Co
Missouri
$2.39M +$14.1K +68 +0.6%
AWE
1730
Avidian Wealth Enterprises
Texas
$2.38M +$149K +716 +7%
SPFA
1731
Summit Place Financial Advisors
New Jersey
$2.38M +$236K +1,136 +11%
AWA
1732
Arkadios Wealth Advisors
Georgia
$2.36M +$81.4K +392 +4%
AC
1733
Arjuna Capital
North Carolina
$2.36M +$17.9K +86 +0.8%
SIC
1734
Sterling Investment Counsel
New York
$2.36M +$5.4K +26 +0.2%
MBT
1735
Montecito Bank & Trust
California
$2.36M -$86.6K -417 -4%
EBT
1736
Enterprise Bank & Trust
Massachusetts
$2.35M -$31.2K -150 -1%
MAM
1737
Mystic Asset Management
Rhode Island
$2.35M -$2.7K -13 -0.1%
PH
1738
Pinnacle Holdings
Oklahoma
$2.34M -$336K -1,618 -13%
MC
1739
Mount Capital
United Kingdom
$2.34M +$2.34M +11,262 New
IAS
1740
Insigneo Advisory Services
Florida
$2.34M +$2.34M +11,246 New
NL
1741
Navalign LLC
California
$2.33M +$15.4K +74 +0.7%
LAM
1742
Lynch Asset Management
Pennsylvania
$2.33M -$416K -2,000 -15%
OAM
1743
Occidental Asset Management
California
$2.33M +$96.6K +465 +4%
EWM
1744
Evermay Wealth Management
Virginia
$2.33M -$6.03K -29 -0.3%
CRWM
1745
Castle Rock Wealth Management
California
$2.32M +$60.9K +271 +3%
RA
1746
Rational Advisors
New York
$2.32M -$435K -2,094 -16%
CFMC
1747
Curbstone Financial Management Corp
New Hampshire
$2.32M -$6.23K -30 -0.3%
HI
1748
Hoey Investments
Pennsylvania
$2.31M -$196K -944 -8%
FF
1749
Fluent Financial
Texas
$2.3M -$3.35M -16,137 -59%
BFS
1750
Bard Financial Services
Connecticut
$2.3M -$104K -500 -4%
68 69
70
71 72