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 %
SIAG
2576
Safeguard Investment Advisory Group
California
$590K +$84.4K +381 +17%
SHWM
2577
Smith & Howard Wealth Management
Georgia
$589K -$37K -167 -6%
RWA
2578
RGT Wealth Advisors
Texas
$587K -$36.2K -163 -6%
JWM
2579
Janiczek Wealth Management
Colorado
$587K -$16.9K -76 -3%
CA
2580
Claro Advisors
Massachusetts
$587K
TAIM
2581
TD Ameritrade Investment Management
Nebraska
$584K -$26.2K -118 -4%
HGERS
2582
Householder Group Estate & Retirement Specialist
Arizona
$584K -$1.55K -7 -0.3%
VA
2583
Valmark Advisers
Ohio
$584K +$59K +266 +11%
WAOI
2584
Wealth Advisors of Iowa
Iowa
$583K +$27.3K +123 +5%
DCM
2585
Dimension Capital Management
Florida
$582K -$1.77K -8 -0.3%
FBT
2586
First Bank & Trust
South Dakota
$582K +$28.2K +127 +5%
LAM
2587
LifePro Asset Management
California
$582K +$92.6K +418 +19%
WFM
2588
Wolff Financial Management
Michigan
$580K +$222 +1 +0%
HTHT
2589
Hemenway Trust Hemenway Trust
New Hampshire
$579K -$154K -694 -21%
AWM
2590
Act Wealth Management
Texas
$579K
TCBWMS
2591
Texas Capital Bank Wealth Management Services
Texas
$579K +$52.1K +235 +10%
PP
2592
Palladium Partners
Virginia
$577K +$40.8K +184 +8%
CWM
2593
Chesapeake Wealth Management
Virginia
$574K -$22.6K -102 -4%
JDR
2594
Jay D. Rosenbaum
$573K
AWM
2595
Aevitas Wealth Management
Massachusetts
$572K +$55.6K +251 +11%
CCFM
2596
Clear Creek Financial Management
Washington
$571K +$53.2K +240 +10%
NG
2597
Northstar Group
New York
$569K -$22.2K -100 -4%
Macquarie Group
2598
Macquarie Group
Australia
$569K +$8.08K +36,436 +1%
BAM
2599
Bellevue Asset Management
Washington
$568K -$136K -600 -19%
HP
2600
HT Partners
Connecticut
$568K -$26.6K -120 -4%