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 %
LWIC
1701
Leith Wheeler Investment Counsel
British Columbia, Canada
$2.27M +$1.06M +4,181 +88%
AOWM
1702
Alpha Omega Wealth Management
Virginia
$2.26M -$97.6K -496 -4%
SIM
1703
Sentry Investment Management
Wisconsin
$2.26M -$440K -2,233 -16%
TA
1704
TFG Advisers
Michigan
$2.26M -$30.3K -154 -1%
CAWM
1705
Capital Advisors Wealth Management
Washington
$2.26M +$140K +712 +7%
5L
1706
55I LLC
Massachusetts
$2.26M +$485K +2,463 +27%
EBT
1707
Enterprise Bank & Trust
Massachusetts
$2.25M -$237K -1,205 -10%
SWP
1708
Strategic Wealth Partners
Ohio
$2.25M +$137K +698 +7%
FDS
1709
Freedom Day Solutions
Texas
$2.25M -$109K -554 -5%
Koshinski Asset Management
1710
Koshinski Asset Management
Illinois
$2.24M +$47.6K +242 +2%
AWM
1711
Avitas Wealth Management
California
$2.24M -$5.1M -25,915 -69%
PRC
1712
Pearl River Capital
Michigan
$2.24M +$2.24M +11,362 New
MAM
1713
Mystic Asset Management
Rhode Island
$2.24M +$72.4K +368 +3%
CWAG
1714
Compton Wealth Advisory Group
Virginia
$2.23M +$13.6K +69 +0.6%
CFMC
1715
Curbstone Financial Management Corp
New Hampshire
$2.22M -$250K -1,270 -10%
MMA
1716
Miracle Mile Advisors
California
$2.22M -$309K -1,570 -12%
DAM
1717
Derbend Asset Management
Georgia
$2.21M -$257K -1,303 -10%
1WA
1718
180 Wealth Advisors
Washington
$2.2M +$398 +2 +0%
JG
1719
Jefferies Group
New York
$2.2M +$2.04M +10,336 +1,271%
RFN
1720
RDA Financial Network
Iowa
$2.19M +$197 +1 +0%
SCM
1721
Stamina Capital Management
New York
$2.19M -$4.25M -21,600 -66%
AWA
1722
Aaron Wealth Advisors
Illinois
$2.19M -$440M -2,234,098 -100%
NL
1723
Navalign LLC
California
$2.19M
EWM
1724
Evermay Wealth Management
Virginia
$2.17M -$49.2K -250 -2%
SHFA
1725
SS&H Financial Advisors
Michigan
$2.17M -$56.5K -287 -3%