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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 %
RFA
1951
Resurgent Financial Advisors
Georgia
$1.59M +$21K +101 +1%
HEIP
1952
Hudson Edge Investment Partners
New Jersey
$1.58M -$12.5K -60 -0.8%
HIC
1953
Harvey Investment Company
Kentucky
$1.58M – – –
JGCM
1954
Joseph Group Capital Management
Ohio
$1.58M -$29.7K -143 -2%
LWM
1955
Lodestone Wealth Management
Washington
$1.57M +$1.57M +7,563 New
WAAG
1956
Wealth Alliance Advisory Group
Kansas
$1.57M +$39.1K +188 +3%
AA
1957
Argent Advisors
Louisiana
$1.57M +$15.6K +75 +1%
WAM
1958
Watershed Asset Management
California
$1.57M -$1.58M -7,600 -50%
SSW
1959
Stone Summit Wealth
Florida
$1.57M +$76.9K +370 +5%
BLC
1960
Brown, Lisle/Cummings
Rhode Island
$1.57M +$49.7K +239 +3%
SOAMC
1961
Spirit of America Management Corp
New York
$1.56M – – –
QWM
1962
QP Wealth Management
New Jersey
$1.56M -$238K -1,146 -13%
TIMH
1963
Tilt Investment Management Holdings
New York
$1.55M +$1.55M +7,480 New
HAI
1964
Hennessy Advisors Inc
California
$1.55M -$241K -1,161 -13%
SFA
1965
Semmax Financial Advisors
North Carolina
$1.55M -$36.6K -164 -2%
GA
1966
Geller Advisors
New York
$1.55M +$445K +2,144 +40%
PBC
1967
Pavion Blue Capital
California
$1.54M -$14.3K -69 -0.9%
AWG
1968
Altus Wealth Group
Colorado
$1.54M +$11.8K +57 +0.8%
BCM
1969
Barden Capital Management
Texas
$1.53M +$146K +703 +11%
CASB
1970
Cape Ann Savings Bank
Massachusetts
$1.53M +$1.25K +6 +0.1%
SPWM
1971
Schrum Private Wealth Management
Florida
$1.53M – – –
CC
1972
Constitution Capital
Connecticut
$1.52M +$125K +600 +9%
JIC
1973
Joel Isaacson & Co
New York
$1.52M -$25.6K -123 -2%
AWM
1974
Angeles Wealth Management
California
$1.51M -$223K -1,071 -13%
CC
1975
Cadinha & Co
Hawaii
$1.5M -$6.23K -30 -0.4%
77 78
79
80 81