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 %
AW
1926
Alaethes Wealth
Nevada
$1.66M +$52.4K +252 +3%
JWM
1927
Jessup Wealth Management
Ohio
$1.65M +$1.65M +7,949 New
BTI
1928
Blue Trust Inc
Georgia
$1.64M +$424K +2,385 +35%
GWANC
1929
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.64M -$40.1K -193 -2%
NAMP
1930
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.63M -$68.6K -330 -4%
P
1931
&Partners
Tennessee
$1.63M +$92.9K +447 +6%
JI
1932
Jeereddi Investments
California
$1.63M – – –
PPWM
1933
Paragon Private Wealth Management
Kentucky
$1.63M +$70.8K +341 +5%
LFA
1934
Legacy Financial Advisors
Kentucky
$1.63M +$364K +1,751 +29%
TWM
1935
Tolleson Wealth Management
Texas
$1.63M -$419K -2,018 -21%
CCG
1936
Chatham Capital Group
Georgia
$1.62M -$93.5K -450 -5%
CPC
1937
Congress Park Capital
New York
$1.62M – – –
AWS
1938
AJ Wealth Strategies
New York
$1.62M – – –
AC
1939
Avestar Capital
New York
$1.61M +$120K +578 +8%
FPFS
1940
First Personal Financial Services
North Carolina
$1.6M -$39.5K -190 -2%
BMO
1941
Beck Mack & Oliver
New York
$1.6M -$3.12K -15 -0.2%
VPI
1942
Value Partners Investments
Manitoba, Canada
$1.6M -$14.5K -70 -0.9%
EP
1943
Eudaimonia Partners
Tennessee
$1.6M -$7.06K -34 -0.4%
SIM
1944
Sterling Investment Management
Arizona
$1.6M -$74.8K -360 -4%
ETC
1945
Exchange Traded Concepts
Oklahoma
$1.6M -$722K -3,477 -31%
LPIC
1946
LeJeune Puetz Investment Counsel
Michigan
$1.59M – – –
MFFIA
1947
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$1.59M +$1.59M +7,670 New
ACMA
1948
Arbor Capital Management (Alaska)
Alaska
$1.59M -$120K -578 -7%
CCM
1949
CAAS Capital Management
New York
$1.59M +$1.59M +7,656 New
XF
1950
XML Financial
Maryland
$1.59M +$21.2K +102 +1%
76 77
78
79 80