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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 %
SWRP
2376
Summit Wealth & Retirement Planning
California
$813K +$3.12K +15 +0.4%
TIM
2377
Tevis Investment Management
Texas
$813K +$3.32K +16 +0.4%
HCP
2378
Holt Capital Partners
Texas
$811K – – –
WPW
2379
Warther Private Wealth
Ohio
$810K -$83.5K -402 -9%
BFA
2380
Bragg Financial Advisors
North Carolina
$810K +$10.4K +50 +1%
SF
2381
Symphony Financial
Texas
$808K +$17.3K +81 +2%
SJIM
2382
St. Johns Investment Management
Florida
$808K +$27.4K +132 +4%
BCM
2383
Basso Capital Management
Connecticut
$807K +$807K +3,885 New
MPW
2384
Monterey Private Wealth
California
$805K -$86.4K -416 -10%
TA
2385
Tectonic Advisors
Texas
$805K -$194K -932 -19%
AWS
2386
Aspen Wealth Strategies
Colorado
$805K +$805K +3,874 New
FFA
2387
Farther Finance Advisors
California
$804K +$804K +3,869 New
SICM
2388
Sustainable Insight Capital Management
New York
$804K +$197K +946 +32%
WHCI
2389
W.H. Cornerstone Investments
Massachusetts
$803K -$75K -336 -9%
GD
2390
Grandfield & Dodd
New York
$801K -$27.8K -134 -3%
MC
2391
Miramar Capital
Illinois
$801K +$25.6K +123 +3%
AWM
2392
Atticus Wealth Management
Florida
$801K -$55.5K -267 -6%
IAS
2393
Investment Advisory Services
Texas
$800K -$13.3K -64 -2%
NEWAS
2394
N.E.W. Advisory Services
Wisconsin
$800K +$10.4K +50 +1%
QPW
2395
Quantum Private Wealth
Florida
$799K +$5.61K +27 +0.7%
PCMN
2396
Paradigm Capital Management (Nevada)
Nevada
$799K +$7.27K +35 +0.9%
SAM
2397
Strategy Asset Managers
California
$798K -$4.57K -22 -0.6%
AWA
2398
AmeriServ Wealth Advisors
Pennsylvania
$797K -$141K -679 -15%
SFG
2399
StrategIQ Financial Group
Indiana
$796K -$14.5K -70 -2%
PPP
2400
Private Portfolio Partners
New Jersey
$794K -$594K -2,858 -43%
94 95
96
97 98