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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 %
DOA
2051
D'Orazio & Associates
Virginia
$1.31M +$652K +3,138 +99%
QPWM
2052
Quadrant Private Wealth Management
Pennsylvania
$1.31M +$1.31M +6,296 New
S
2053
swisspartners
Liechtenstein
$1.31M -$2.48M -11,920 -65%
MCM
2054
Manchester Capital Management
Vermont
$1.31M +$819K +3,943 +168%
SLF
2055
Sun Life Financial
Ontario, Canada
$1.31M -$61K -292 -4%
SIA
2056
Schear Investment Advisers
Ohio
$1.31M +$1.31M +6,291 New
FFC
2057
First Financial Corp
Indiana
$1.31M +$27.2K +131 +2%
CPIA
2058
Cornell Pochily Investment Advisors
New York
$1.3M +$38K +183 +3%
HIC
2059
Holderness Investments Company
North Carolina
$1.3M +$19.1K +92 +1%
MPPLM
2060
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.3M +$79.2K +381 +6%
IIC
2061
Ironwood Investment Counsel
Arizona
$1.3M -$16.8K -81 -1%
EWM
2062
Executive Wealth Management
Michigan
$1.3M +$1.08M +5,197 +494%
CFCI
2063
Comprehensive Financial Consultants Institutional
Indiana
$1.3M +$75.8K +339 +6%
GPA
2064
Guerra Pan Advisors
New Jersey
$1.29M – – –
DF
2065
Donoghue Forlines
Massachusetts
$1.28M +$1.28M +6,184 New
1IA
2066
1834 Investment Advisors
Wisconsin
$1.28M -$33.2K -160 -3%
GLA
2067
Great Lakes Advisors
Illinois
$1.28M +$112K +5,039 +10%
TPWA
2068
TRUE Private Wealth Advisors
Oregon
$1.28M +$8.73K +42 +0.7%
RWB
2069
RMR Wealth Builders
New Jersey
$1.28M -$36.6K -176 -3%
NFA
2070
Northern Financial Advisors
Michigan
$1.27M +$1.27M +6,133 New
WKSWA
2071
White Knight Strategic Wealth Advisors
New Jersey
$1.27M -$11K -53 -0.9%
KI
2072
Kapitalo Investimentos
Brazil
$1.27M -$1.35M -6,518 -52%
SIG
2073
Sky Investment Group
Connecticut
$1.27M +$8.31K +40 +0.7%
AFGAS
2074
Allegiance Financial Group Advisory Services
Virginia
$1.26M +$1.26M +6,078 New
IWA
2075
IVC Wealth Advisors
Pennsylvania
$1.26M +$590K +5,314 +88%
81 82
83
84 85