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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 %
FWP
1976
FAS Wealth Partners
Kansas
$1.5M +$199K +956 +15%
TWI
1977
Thomas White International
Illinois
$1.5M – – –
GWM
1978
Gray Wealth Management
Maine
$1.5M -$8.93K -43 -0.6%
KSWA
1979
Kathleen S. Wright Associates
Pennsylvania
$1.49M +$76.9K +370 +5%
SAM
1980
Secure Asset Management
Michigan
$1.48M +$651K +3,134 +78%
SAM
1981
Synergy Asset Management
Washington
$1.48M +$1.21M +5,822 +448%
SWM
1982
Sculati Wealth Management
Michigan
$1.48M +$139K +667 +10%
SDWIA
1983
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.47M – – –
AC
1984
AlphaCore Capital
California
$1.47M +$180K +865 +14%
KCM
1985
Kathmere Capital Management
Pennsylvania
$1.46M +$362K +1,744 +33%
AC
1986
AXQ Capital
New Jersey
$1.46M +$1.46M +7,022 New
AC
1987
Aristides Capital
Kentucky
$1.45M – – –
PSB
1988
Piscataqua Savings Bank
New Hampshire
$1.45M -$6.65K -32 -0.5%
CL
1989
Choreo LLC
Illinois
$1.45M +$189K +903 +15%
CIG
1990
Cascade Investment Group
Colorado
$1.45M +$1.45M +6,977 New
ARMT
1991
Amica Retiree Medical Trust
Rhode Island
$1.45M -$172K -830 -11%
CB
1992
CNB Bank
Pennsylvania
$1.45M +$26.4K +127 +2%
BOC
1993
Barbara Oil Co
Illinois
$1.44M – – –
KFP
1994
KB Financial Partners
New Jersey
$1.43M -$169K -812 -11%
LCM
1995
Leisure Capital Management
California
$1.43M -$62.5K -301 -4%
C
1996
Certuity
Florida
$1.43M +$52.1K +251 +4%
JHCP
1997
Jackson Hole Capital Partners
Oklahoma
$1.43M -$70K -337 -5%
FWA
1998
FOCUS Wealth Advisors
Texas
$1.43M -$7.9K -38 -0.6%
IFS
1999
Intelligent Financial Strategies
Minnesota
$1.42M +$113K +542 +9%
NFG
2000
Northeast Financial Group
Pennsylvania
$1.42M -$534K -2,568 -27%
78 79
80
81 82