V icon

Visa
V

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 %
JCM
1901
Jacobsen Capital Management
Utah
$1.72M -$179K -862 -9%
PFWA
1902
Paces Ferry Wealth Advisors
Georgia
$1.72M -$27.2K -131 -2%
TP
1903
Tranquility Partners
Tennessee
$1.72M +$110K +528 +7%
MADR
1904
Milestones Administradora de Recursos
Brazil
$1.72M -$3.18M -15,300 -65%
BC
1905
Burleson & Co
California
$1.72M +$1.36M +6,538 +379%
HCM
1906
Hollencrest Capital Management
California
$1.71M -$43K -207 -2%
PTC
1907
Private Trust Company
Ohio
$1.71M +$29.1K +140 +2%
BLAM
1908
Bourne Lent Asset Management
New York
$1.7M -$104K -500 -6%
PAG
1909
Private Advisory Group
Washington
$1.7M -$208 -1 -0%
EGA
1910
E&G Advisors
Texas
$1.7M -$64.4K -310 -4%
UAML
1911
US Asset Management LLC
Pennsylvania
$1.7M +$1.7M +8,164 New
DIM
1912
Delta Investment Management
California
$1.69M -$1.62M -7,796 -49%
PHS
1913
Pekin Hardy Strauss
Illinois
$1.69M -$205K -988 -11%
WPC
1914
Wedmont Private Capital
Pennsylvania
$1.69M +$441K +2,025 +35%
RWP
1915
Revolve Wealth Partners
New Jersey
$1.68M +$28.7K +138 +2%
RWA
1916
Ropes Wealth Advisors
Massachusetts
$1.68M +$228K +1,099 +16%
OQS
1917
Occudo Quantitative Strategies
Florida
$1.68M +$68.1K +328 +4%
WIC
1918
Wilkins Investment Counsel
Massachusetts
$1.68M -$34.5K -166 -2%
NW
1919
Naviter Wealth
Arkansas
$1.67M +$348K +1,556 +26%
IC
1920
Inscription Capital
Texas
$1.67M -$115K -555 -6%
FPCP
1921
Fort Point Capital Partners
California
$1.67M +$5.19K +25 +0.3%
BWP
1922
Balboa Wealth Partners
Arizona
$1.66M -$1.56M -7,525 -48%
VT
1923
Vise Technologies
New York
$1.66M +$728K +3,506 +78%
CCT
1924
Chemung Canal Trust
New York
$1.66M -$107K -517 -6%
SI
1925
Scharf Investments
California
$1.66M +$16.6K +80 +1%
75 76
77
78 79