3,220 hedge funds and large institutions have $302B invested in Visa in 2022 Q2 according to their latest regulatory filings, with 135 funds opening new positions, 1,384 increasing their positions, 1,344 reducing their positions, and 156 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,220
Holders Change
-63
Holders Change %
-1.92%
% of All Funds
54.45%
Holding in Top 10
483
Holding in Top 10 Change
+49
Holding in Top 10 Change %
+11.29%
% of All Funds
8.17%
New
135
Increased
1,384
Reduced
1,344
Closed
156
Calls
$5.51B
Puts
$2.62B
Net Calls
+$2.9B
Net Calls Change
+$2.56B
Name Holding Trade Value Shares
Change
Shares
Change %
TCWM
2551
Total Clarity Wealth Management
Illinois
$529K +$46.5K +236 +10%
FCA
2552
FinTrust Capital Advisors
South Carolina
$529K +$57.2K +268 +12%
WCA
2553
Westover Capital Advisors
Delaware
$528K -$45.9K -233 -8%
BW
2554
Bison Wealth
Georgia
$527K +$23.4K +119 +5%
SHWM
2555
Smith & Howard Wealth Management
Georgia
$523K -$394 -2 -0.1%
NWM
2556
NEIRG Wealth Management
Massachusetts
$522K -$18.5K -94 -3%
MIAS
2557
Mason Investment Advisory Services
Virginia
$521K -$719K -3,651 -58%
JWM
2558
Janiczek Wealth Management
Colorado
$518K -$43K -203 -8%
NWA
2559
New World Advisors
Massachusetts
$518K +$30.2K +148 +6%
MIM
2560
MTM Investment Management
South Carolina
$517K +$77.6K +390 +18%
BC
2561
Bowman & Company
Wisconsin
$516K +$32.9K +167 +7%
WFM
2562
Wolff Financial Management
Michigan
$515K
BA
2563
Bridgewater Advisors
New York
$514K -$15.2K -77 -3%
AWM
2564
Act Wealth Management
Texas
$514K
HTHT
2565
Hemenway Trust Hemenway Trust
New Hampshire
$514K
JCM
2566
Jag Capital Management
Missouri
$513K -$446K -2,262 -46%
FAM
2567
Formidable Asset Management
Ohio
$512K +$3.41K +17 +0.7%
PFM
2568
Privium Fund Management
Netherlands
$512K +$512K +2,600 New
CWM
2569
Cahaba Wealth Management
Georgia
$509K -$74.4K -378 -13%
JDR
2570
Jay D. Rosenbaum
$509K
AWM
2571
Aevitas Wealth Management
Massachusetts
$509K +$788 +4 +0.2%
TI
2572
Truepoint Inc
Ohio
$507K -$94.4K -479 -16%
DSN
2573
D. Scott Neal
Kentucky
$507K -$49.2K -250 -9%
DCM
2574
Dimension Capital Management
Florida
$506K -$11.6K -59 -2%
NG
2575
Northstar Group
New York
$505K