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 %
OC
1801
Oakworth Capital
Alabama
$2.18M +$303K +1,368 +16%
EWM
1802
Elite Wealth Management
Washington
$2.18M -$188K -849 -8%
ATWA
1803
Arbor Trust Wealth Advisors
Michigan
$2.17M -$191K -860 -8%
CWM
1804
Cordatus Wealth Management
Pennsylvania
$2.17M +$1.13M +5,101 +109%
AWE
1805
Avidian Wealth Enterprises
Texas
$2.17M -$323K -1,456 -13%
ECG
1806
Edge Capital Group
Georgia
$2.17M +$606K +2,732 +39%
NHC
1807
Nicholas Hoffman & Company
Georgia
$2.16M -$82K -370 -4%
BHWM
1808
Bar Harbor Wealth Management
New Hampshire
$2.16M -$385K -1,737 -15%
WA
1809
WBH Advisory
Maryland
$2.15M -$470K -2,131 -18%
DS
1810
DRW Securities
Illinois
$2.14M +$2.14M +9,653 New
SHWM
1811
Silicon Hills Wealth Management
Texas
$2.14M
EWG
1812
Executive Wealth Group
Washington
$2.14M +$222 +1 +0%
PFBT
1813
Parkside Financial Bank & Trust
Missouri
$2.13M +$47.2K +213 +2%
FWM
1814
ForthRight Wealth Management
Georgia
$2.13M
MCC
1815
Money Concepts Capital
Florida
$2.13M +$1.3M +5,840 +155%
BAM
1816
Beaumont Asset Management
Texas
$2.13M +$110K +495 +5%
PWMG
1817
Prestige Wealth Management Group
New Jersey
$2.13M +$67.8K +306 +3%
LD
1818
Lipe & Dalton
New York
$2.12M -$15.1K -68 -0.7%
RIA
1819
Regal Investment Advisors
Michigan
$2.12M -$537K -2,421 -20%
MFGM
1820
Marshall Financial Group (Maryland)
Maryland
$2.12M -$22K -99 -1%
RPCONE
1821
Retirement Planning Company of New England
Rhode Island
$2.12M -$51K -230 -2%
CPO
1822
Cerity Partners OCIO
New York
$2.12M +$218K +985 +11%
HCA
1823
Horan Capital Advisors
Ohio
$2.12M +$48.6K +219 +2%
LFP
1824
Leeward Financial Partners
Washington
$2.12M +$207K +932 +11%
MFG
1825
MidWestOne Financial Group
Iowa
$2.11M -$308K -1,390 -13%