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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 %
CHJWM
2401
Carlton Hofferkamp & Jenks Wealth Management
Texas
$791K +$3.01K +13 +0.4%
PGWM
2402
Pitti Group Wealth Management
New York
$790K +$9.56K +46 +1%
CWM
2403
Connecticut Wealth Management
Connecticut
$785K +$2.29K +11 +0.3%
SAA
2404
Southeast Asset Advisors
Georgia
$785K +$69.4K +334 +10%
SAM
2405
SignalPoint Asset Management
Missouri
$782K +$8.93K +43 +1%
IIM
2406
Ironwood Investment Management
Massachusetts
$781K +$13.9K +67 +2%
MA
2407
MJP Associates
Connecticut
$776K +$75K +361 +11%
GWA
2408
GGM Wealth Advisors
Maryland
$775K – – –
ACA
2409
Affinity Capital Advisors
California
$774K -$9.14K -44 -1%
MJP
2410
Michael J. Puzo
$774K – – –
KFA
2411
Kapstone Financial Advisors
Ohio
$774K +$774K +3,371 New
LAM
2412
L2 Asset Management
Massachusetts
$773K +$85K +409 +12%
NPA
2413
Nichols & Pratt Advisers
Massachusetts
$772K – – –
KWM
2414
Kolinsky Wealth Management
New Jersey
$772K +$34.1K +164 +5%
FFA
2415
Fi3 Financial Advisors
Indiana
$771K +$129K +621 +20%
JFA
2416
JNBA Financial Advisors
Minnesota
$769K -$208K -1,000 -21%
AWA
2417
Alta Wealth Advisors
Massachusetts
$769K -$30.1K -145 -4%
BCM
2418
Brown Capital Management
Maryland
$766K – – –
LHC
2419
Little House Capital
Massachusetts
$765K -$16.6K -80 -2%
JF
2420
JSF Financial
California
$764K +$17.5K +84 +2%
WA
2421
Waverly Advisors
Alabama
$764K +$24.3K +117 +3%
HG
2422
Harbor Group
New Hampshire
$762K – – –
SLT
2423
St Louis Trust
Missouri
$760K – – –
AWP
2424
Accretive Wealth Partners
New Jersey
$760K +$21.2K +102 +3%
GAM
2425
Gould Asset Management
California
$759K +$22.9K +110 +3%
95 96
97
98 99