V icon

Visa
V

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 %
TWA
2226
TCI Wealth Advisors
Arizona
$998K +$84.8K +408 +9%
SAM
2227
S.A. Mason
Michigan
$997K +$208 +1 +0%
CFA
2228
Camarda Financial Advisors
Florida
$997K +$295K +1,419 +42%
GWS
2229
Glassman Wealth Services
Virginia
$996K +$39.9K +192 +4%
GWCM
2230
Godshalk Welsh Capital Management
Pennsylvania
$993K -$10.4K -50 -1%
FCM
2231
FJ Capital Management
Virginia
$991K -$464K -2,231 -32%
AFS
2232
Aft Forsyth & Sober
Florida
$987K – – –
ACM
2233
Argent Capital Management
Missouri
$981K – – –
CSIC
2234
Clifford Swan Investment Counsel
California
$979K -$623 -3 -0.1%
CA
2235
Centerpoint Advisors
Massachusetts
$978K +$16.8K +81 +2%
SAM
2236
Stewart Asset Management
New York
$977K – – –
FPAS
2237
Focus Partners Advisor Solutions
Missouri
$977K -$2.46M -11,855 -72%
BFIM
2238
Beese Fulmer Investment Management
Ohio
$977K +$127K +610 +15%
BWM
2239
Buckley Wealth Management
Nevada
$976K -$47.6K -229 -5%
FB
2240
First Bancorp
Maine
$974K -$39.3K -189 -4%
HCM
2241
Hodges Capital Management
Texas
$972K -$192K -923 -16%
ECA
2242
Elevated Capital Advisors
Utah
$966K +$571K +2,747 +144%
CHP
2243
Cable Hill Partners
Oregon
$964K +$153K +735 +19%
FPA
2244
First Pacific Advisors
California
$964K – – –
FBT
2245
First Bankers Trust
Kentucky
$960K -$15.2K -73 -2%
PSP
2246
Pacific Sage Partners
Washington
$959K +$959K +4,614 New
SAM
2247
Satovsky Asset Management
New York
$958K +$2.08K +10 +0.2%
DA
2248
DCM Advisors
New York
$957K -$580K -2,792 -38%
PIA
2249
Pinion Investment Advisors
Kansas
$957K -$356K -1,711 -27%
CBFP
2250
Cedar Brook Financial Partners
Ohio
$956K +$51.9K +250 +6%
88 89
90
91 92