3,283 hedge funds and large institutions have $342B invested in Visa in 2022 Q1 according to their latest regulatory filings, with 195 funds opening new positions, 1,494 increasing their positions, 1,272 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,283
Holders Change
+19
Holders Change %
+0.58%
% of All Funds
51.95%
Holding in Top 10
434
Holding in Top 10 Change
+111
Holding in Top 10 Change %
+34.37%
% of All Funds
6.87%
New
195
Increased
1,494
Reduced
1,272
Closed
136
Calls
$4.77B
Puts
$4.43B
Net Calls
+$342M
Net Calls Change
-$165M
Name Holding Trade Value Shares
Change
Shares
Change %
PDM
2476
Penn Davis McFarland
Texas
$695K -$75.6K -341 -10%
TWM
2477
Tradition Wealth Management
Minnesota
$695K +$8.42K +38 +1%
DPI
2478
Diversified Portfolios Inc
Michigan
$694K -$92.1K -415 -12%
AWM
2479
Aries Wealth Management
Maine
$691K -$2.22M -9,988 -76%
OFG
2480
Omega Financial Group
California
$691K -$20.2K -91 -3%
CIG
2481
Cairn Investment Group
Washington
$690K +$123K +325 +22%
NC
2482
NinePointTwo Capital
California
$689K
BCM
2483
Bienville Capital Management
New York
$689K
EFL
2484
ERn Financial LLC
Wisconsin
$688K +$336K +1,517 +96%
KA
2485
Kercheville Advisors
Texas
$687K -$222K -1,000 -24%
SICM
2486
Sustainable Insight Capital Management
New York
$687K +$16.6K +75 +2%
LOAMU
2487
Lombard Odier Asset Management (USA)
New York
$687K +$49.9K +225 +8%
CHP
2488
Cable Hill Partners
Oregon
$686K +$41.9K +189 +7%
LWM
2489
Liberty Wealth Management
California
$686K +$686K +3,082 New
GSEP
2490
Golden State Equity Partners
California
$685K +$36.2K +163 +6%
WA
2491
Waddell & Associates
Tennessee
$684K +$444 +2 +0.1%
AC
2492
Annandale Capital
Texas
$684K +$2.44K +11 +0.4%
ME
2493
McIlrath & Eck
Washington
$683K
SAS
2494
Stelac Advisory Services
New York
$682K -$411K -1,855 -38%
MMHP
2495
Murphy Middleton Hinkle & Parker
Georgia
$682K
APA
2496
Astoria Portfolio Advisors
New York
$680K -$78.7K -355 -10%
BFIC
2497
Bedell Frazier Investment Counselling
California
$679K -$6.43K -29 -0.9%
GIP
2498
Greatmark Investment Partners
Georgia
$678K
APC
2499
Aspire Private Capital
North Carolina
$678K +$44.1K +199 +7%
VAM
2500
Verity Asset Management
North Carolina
$677K -$146K -653 -18%