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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 %
OA
2101
Operose Advisors
Wisconsin
$1.21M – – –
AIC
2102
Archer Investment Corporation
Indiana
$1.21M -$15.6K -75 -1%
VWM
2103
Vigilare Wealth Management
Arizona
$1.21M +$208 +1 +0%
NF
2104
Nvest Financial
New Hampshire
$1.2M +$56.5K +272 +5%
NDSI
2105
Newman Dignan & Sheerar Inc
Rhode Island
$1.2M -$2.08K -10 -0.2%
FNWM
2106
Financial Network Wealth Management
Utah
$1.2M -$6.86K -33 -0.6%
CWM
2107
Circle Wealth Management
New Jersey
$1.2M +$30.1K +145 +3%
AL
2108
Aspiriant LLC
California
$1.19M -$22.6K -109 -2%
CIP
2109
Capital Insight Partners
Arizona
$1.19M -$7.27K -35 -0.6%
XT
2110
XTX Topco
Cayman Islands
$1.19M +$948K +4,565 +392%
GAM
2111
Grandview Asset Management
Pennsylvania
$1.19M -$129K -620 -10%
SF
2112
SBK Financial
Virginia
$1.19M – – –
WAG
2113
Winthrop Advisory Group
Massachusetts
$1.19M +$416 +2 +0%
LDFR
2114
Lehman & Derafelo Financial Resources
Pennsylvania
$1.19M +$54.2K +261 +5%
DFG
2115
Delta Financial Group
New Jersey
$1.19M +$1.19M +5,742 New
CFS
2116
Capital Financial Services
New York
$1.18M -$24.9K -120 -2%
MMPW
2117
Mitchell McLeod Pugh & Williams
Alabama
$1.18M +$34.1K +164 +3%
AFA
2118
Abacus FCF Advisors
Florida
$1.18M +$25.8K +124 +2%
AGC
2119
Aspen Grove Capital
Colorado
$1.18M +$1.18M +5,684 New
IP
2120
Ignite Planners
California
$1.18M -$83.8K -362 -7%
SHFA
2121
SC&H Financial Advisors
Maryland
$1.18M -$92.5K -445 -7%
LGA
2122
Lebenthal Global Advisors
New York
$1.17M +$1.17M +5,644 New
SAM
2123
Summit Asset Management
Tennessee
$1.17M +$208 +1 +0%
CCM
2124
Conway Capital Management
California
$1.16M – – –
KA
2125
Kozak & Associates
Colorado
$1.16M +$831 +4 +0.1%
83 84
85
86 87