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 %
AWS
1926
AJ Wealth Strategies
New York
$1.75M
HIC
1927
Harvey Investment Company
Kentucky
$1.74M
ARC
1928
Advisor Resource Council
Texas
$1.74M -$1.87M -8,441 -52%
WP
1929
WealthShield Partners
North Carolina
$1.74M +$300K +1,353 +21%
RWA
1930
Ropes Wealth Advisors
Massachusetts
$1.74M -$50.3K -227 -3%
IFS
1931
Intelligent Financial Strategies
Minnesota
$1.74M -$157K -708 -8%
IP
1932
Intellectus Partners
California
$1.73M +$167K +755 +11%
TSS
1933
Two Sigma Securities
New York
$1.73M +$1.73M +7,795 New
WPC
1934
Wedmont Private Capital
Pennsylvania
$1.73M +$518K +2,272 +43%
CIP
1935
Capital Insight Partners
Arizona
$1.72M -$37K -167 -2%
PAM
1936
Pegasus Asset Management
New York
$1.72M -$9.1K -41 -0.5%
IF
1937
Intrua Financial
Texas
$1.72M +$17.1K +77 +1%
WANY
1938
Wealthspire Advisors (New York)
New York
$1.72M -$2.61M -11,784 -60%
HEIP
1939
Hudson Edge Investment Partners
New Jersey
$1.71M -$88.7K -400 -5%
BFPW
1940
BOK Financial Private Wealth
Colorado
$1.71M +$636K +2,869 +59%
PMFA
1941
Plante Moran Financial Advisors
Michigan
$1.7M -$55.9K -252 -3%
DA
1942
DCM Advisors
New York
$1.7M +$251K +1,132 +17%
EWA
1943
EverSource Wealth Advisors
Alabama
$1.7M +$530K +2,392 +45%
PIA
1944
Perennial Investment Advisors
California
$1.7M +$4.87K +22 +0.3%
LPIC
1945
LeJeune Puetz Investment Counsel
Michigan
$1.7M
SMG
1946
Spectrum Management Group
Indiana
$1.69M +$1.69M +7,625 +76,250%
MMC
1947
Mizuho Markets Cayman
Cayman Islands
$1.69M -$212K -954 -11%
GWM
1948
Gray Wealth Management
Maine
$1.67M -$71.6K -323 -4%
SCP
1949
Shorepoint Capital Partners
Massachusetts
$1.67M +$22.6K +102 +1%
AWM
1950
Angeles Wealth Management
California
$1.67M +$1.67M +7,532 New