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 %
FWM
3026
Fortress Wealth Management
California
$249K
CIA
3027
Caerus Investment Advisors
Texas
$249K +$386 +2 +0.2%
OGF
3028
Orin Green Financial
California
$249K +$45.1K +203 +22%
SCA
3029
Southern Capital Advisors
Tennessee
$249K +$249K +1,121 New
FA
3030
Faithward Advisors
Pennsylvania
$248K -$11.1K -50 -4%
EIG
3031
Ellenbecker Investment Group
Wisconsin
$247K -$55.3K -250 -18%
CCG
3032
Coastwise Capital Group
California
$247K +$247K +1,114 New
MTC
3033
McDaniel Terry & Co
Texas
$246K +$246K +1,110 New
HIG
3034
Heritage Investment Group
Florida
$244K +$244K +1,099 New
SBF
3035
Sara-Bay Financial
Florida
$241K -$74.4K -336 -24%
VDI
3036
Vaughan David Investments
Illinois
$241K +$11.8K +53 +5%
KTM
3037
Keeler Thomas Management
Utah
$240K -$256K -1,153 -52%
HBWM
3038
Hollow Brook Wealth Management
New York
$240K -$44.3K -200 -16%
SC
3039
Slow Capital
California
$240K -$25.5K -115 -10%
MIM
3040
Marco Investment Management
Georgia
$239K -$13.7K -62 -5%
KCFA
3041
Key Client Fiduciary Advisors
New Jersey
$239K +$2.22K +10 +0.9%
BWA
3042
Bordeaux Wealth Advisors
California
$239K +$30.3K +137 +15%
IIA
3043
Integral Investment Advisors
California
$239K +$239K +1,079 New
GA
3044
Greenspring Advisors
Maryland
$237K -$1.55K -7 -0.7%
AIA
3045
AIMZ Investment Advisors
California
$237K
GWM
3046
GSB Wealth Management
Connecticut
$237K +$443 +2 +0.2%
TWM
3047
Triton Wealth Management
Arizona
$236K
RCM
3048
Raleigh Capital Management
North Carolina
$234K +$20K +90 +9%
GCA
3049
Gradient Capital Advisors
California
$233K -$41.1K -185 -15%
NAS
3050
Nicolet Advisory Services
Wisconsin
$233K +$10.8K +50 +5%