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 %
TA
1701
Townsend & Associates
Colorado
$2.61M +$303K +1,395 +13%
GKFF
1702
George Kaiser Family Foundation
Oklahoma
$2.6M
IAS
1703
IMA Advisory Services
Colorado
$2.6M +$142K +642 +6%
TA
1704
TFG Advisers
Michigan
$2.58M -$66.3K -299 -3%
DSC
1705
Duncker Streett & Co
Missouri
$2.57M -$166K -749 -6%
CW
1706
CreativeOne Wealth
Kansas
$2.57M +$181K +816 +8%
GRP
1707
Global Retirement Partners
California
$2.57M +$2.57M +12,683 New
VIP
1708
Vantage Investment Partners
Missouri
$2.57M +$431K +1,944 +20%
WA
1709
Winfield Associates
Ohio
$2.57M -$46.8K -211 -2%
ANB
1710
Amarillo National Bank
Texas
$2.56M -$16K -72 -0.6%
MAWCM
1711
Mine & Arao Wealth Creation & Management
California
$2.56M -$29.3K -132 -1%
GWM
1712
GDS Wealth Management
Texas
$2.56M +$296K +1,391 +13%
CCMG
1713
Clark Capital Management Group
Pennsylvania
$2.55M -$262K -1,181 -9%
AWM
1714
Axxcess Wealth Management
California
$2.55M +$580K +2,616 +30%
TA
1715
Tiedemann Advisors
New York
$2.53M -$1.07M -4,816 -30%
SIC
1716
SJS Investment Consulting
Ohio
$2.53M +$39.7K +179 +2%
MWM
1717
Midwest Wealth Management
Indiana
$2.52M +$76.1K +343 +3%
RA
1718
RiverPark Advisors
New York
$2.51M -$9.49M -42,799 -79%
SHFA
1719
SS&H Financial Advisors
Michigan
$2.51M +$2.51M +11,301 New
EWM
1720
Evermay Wealth Management
Virginia
$2.5M -$120K -540 -5%
CWAG
1721
Compton Wealth Advisory Group
Virginia
$2.5M +$16.2K +73 +0.7%
CM
1722
Caption Management
Oklahoma
$2.5M +$2.5M +11,250 New
MFG
1723
Merit Financial Group
Georgia
$2.49M +$693K +3,123 +38%
ACM
1724
AlphaStar Capital Management
North Carolina
$2.48M +$643K +2,899 +35%
Koshinski Asset Management
1725
Koshinski Asset Management
Illinois
$2.47M -$20.8K -94 -0.8%