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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 %
WCF
2001
West Coast Financial
California
$1.41M +$416 +2 +0%
LT
2002
Lindsell Train
United Kingdom
$1.41M – – –
LWM
2003
Ledge Wealth Management
Minnesota
$1.41M +$207K +998 +17%
WHC
2004
Wulff, Hansen & Co
California
$1.41M -$8.31K -40 -0.6%
MSFS
2005
Main Street Financial Solutions
Pennsylvania
$1.41M -$3.33K -16 -0.2%
AGP
2006
Autumn Glory Partners
Texas
$1.41M +$197K +946 +16%
CG
2007
Corundum Group
Colorado
$1.41M +$121K +581 +9%
EA
2008
Emerald Advisers
Pennsylvania
$1.4M -$33.7K -162 -2%
KFS
2009
Kurt F. Somerville
$1.4M -$49.7K -239 -3%
CCM
2010
Cribstone Capital Management
Maine
$1.4M -$132K -635 -9%
KA
2011
Kovack Advisors
Florida
$1.39M -$819K -3,943 -37%
OCM
2012
Orion Capital Management
California
$1.39M – – –
SWA
2013
Sutton Wealth Advisors
Florida
$1.39M -$129K -623 -9%
CAM
2014
Covenant Asset Management
New Jersey
$1.38M – – –
FCFC
2015
First Commonwealth Financial Corp
Pennsylvania
$1.38M -$16K -77 -1%
BCA
2016
Bay Colony Advisors
Massachusetts
$1.38M +$46.7K +225 +4%
GIM
2017
Guardian Investment Management
California
$1.38M -$1.09M -27,565 -44%
LWA
2018
Lineweaver Wealth Advisors
Ohio
$1.37M -$141K -681 -9%
DBIA
2019
Dumont & Blake Investment Advisors
New Jersey
$1.37M +$2.08K +10 +0.2%
SFP
2020
Sandbox Financial Partners
Maryland
$1.37M -$195K -937 -12%
IP
2021
Investment Partners
Ohio
$1.37M -$1.14M -5,480 -45%
MMC
2022
Mizuho Markets Cayman
Cayman Islands
$1.37M -$1.21M -5,835 -47%
RBC
2023
Romano Brothers & Co
Illinois
$1.37M -$1.66K -8 -0.1%
ZIG
2024
Zullo Investment Group
Pennsylvania
$1.36M +$49.7K +239 +4%
BB
2025
Bell Bank
North Dakota
$1.36M -$10.4K -50 -0.8%
79 80
81
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