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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 %
ATWA
1801
Arbor Trust Wealth Advisors
Michigan
$2.05M +$14.5K +70 +0.7%
HCA
1802
Horan Capital Advisors
Ohio
$2.04M +$416 +2 +0%
SFPG
1803
Stonebridge Financial Planning Group
Florida
$2.04M – – –
NHC
1804
Nicholas Hoffman & Company
Georgia
$2.04M +$12.7K +61 +0.6%
M1FG
1805
Mach-1 Financial Group
Arkansas
$2.04M +$1.88M +9,038 +1,191%
SF
1806
Summit Financial
New Jersey
$2.03M -$483K -2,325 -19%
FWM
1807
ForthRight Wealth Management
Georgia
$2.03M +$31.2K +150 +2%
GTAM
1808
Global Trust Asset Management
Florida
$2.02M +$36.4K +175 +2%
APWM
1809
Atlas Private Wealth Management
New York
$2.01M +$55.5K +267 +3%
MA
1810
MCF Advisors
Kentucky
$2.01M +$624K +3,004 +45%
EWG
1811
Executive Wealth Group
Washington
$2M +$623 +3 +0%
CT
1812
Columbia Trust
Oregon
$2M -$152K -734 -7%
CB
1813
Community Bank
New York
$2M +$51.5K +248 +3%
SMC
1814
Smith, Moore & Co
Missouri
$2M +$88.7K +427 +5%
MFG
1815
MidWestOne Financial Group
Iowa
$1.99M -$219K -1,054 -10%
LD
1816
Lipe & Dalton
New York
$1.97M -$14.5K -70 -0.7%
TSWM
1817
Tyler-Stone Wealth Management
Ohio
$1.97M -$1.04K -5 -0.1%
MW
1818
Marcum Wealth
Ohio
$1.97M +$29.7K +143 +2%
RPCONE
1819
Retirement Planning Company of New England
Rhode Island
$1.96M +$22.4K +108 +1%
BIP
1820
Blueprint Investment Partners
North Carolina
$1.96M +$1.96M +9,438 New
HA
1821
Harfst & Associates
Wyoming
$1.96M +$24.3K +117 +1%
NL
1822
NWAM LLC
Washington
$1.96M -$58.8K -283 -3%
SCP
1823
Shorepoint Capital Partners
Massachusetts
$1.95M +$356K +1,714 +22%
CWM
1824
Compass Wealth Management
Connecticut
$1.95M +$1.95M +9,369 New
EWM
1825
Elite Wealth Management
Washington
$1.94M -$1.04K -5 -0.1%
71 72
73
74 75