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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 %
EWM
1851
Evergreen Wealth Management
Michigan
$1.87M +$1.87M +8,991 New
PAM
1852
Paradigm Asset Management
New York
$1.87M +$997K +4,800 +115%
BW
1853
Bison Wealth
Georgia
$1.87M +$29.6K +129 +2%
WAM
1854
WealthTrust Asset Management
Florida
$1.86M -$151K -726 -8%
GFP
1855
Gryphon Financial Partners
Ohio
$1.86M -$46.1K -222 -2%
BCM
1856
Brasada Capital Management
Texas
$1.85M -$647K -3,115 -26%
PW
1857
Peninsula Wealth
California
$1.85M +$57.6K +277 +3%
B
1858
Barings
North Carolina
$1.85M -$32K -154 -2%
TWM
1859
Thrive Wealth Management
Pennsylvania
$1.85M +$216K +1,038 +13%
GG
1860
Golden Green
South Carolina
$1.84M -$15.6K -75 -0.8%
AWC
1861
Abundance Wealth Counselors
Pennsylvania
$1.84M +$48.4K +233 +3%
GAG
1862
GM Advisory Group
New York
$1.83M +$13.1K +63 +0.7%
AFG
1863
Alterity Financial Group
Maine
$1.83M -$19.5K -94 -1%
DI
1864
DAGCO Inc
Ohio
$1.83M -$46.5K -224 -2%
TNAM
1865
Terra Nova Asset Management
New York
$1.83M -$71.1K -342 -4%
VCM
1866
Virtue Capital Management
Tennessee
$1.82M +$1.05M +5,043 +135%
NB
1867
Northwest Bancshares
Pennsylvania
$1.81M -$149K -719 -8%
AGAM
1868
Audent Global Asset Management
California
$1.81M -$105K -506 -6%
RMC
1869
Resources Management Corp
Connecticut
$1.8M -$36.4K -175 -2%
WB
1870
WesBanco Bank
West Virginia
$1.8M +$869K +4,183 +93%
SAI
1871
Systematic Alpha Investments
New Jersey
$1.8M – – –
CA
1872
Callahan Advisors
Texas
$1.8M +$208 +1 +0%
SAG
1873
SageView Advisory Group
California
$1.8M +$1.8M +8,658 New
RB
1874
Renasant Bank
Mississippi
$1.8M +$3.95K +19 +0.2%
HGCK
1875
HPC Germany & Co KG
Germany
$1.8M – – –
73 74
75
76 77