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 %
JGCM
2001
Joseph Group Capital Management
Ohio
$1.52M +$59.9K +270 +4%
FCFC
2002
First Commonwealth Financial Corp
Pennsylvania
$1.52M -$14.2K -64 -0.9%
TC
2003
Trust Company
Kansas
$1.52M +$515K +2,325 +51%
VWM
2004
Vigilare Wealth Management
Arizona
$1.52M -$296K -1,333 -16%
JWCA
2005
J.W. Coons Advisors
Ohio
$1.51M +$99.7K +450 +7%
CFG
2006
Cooper Financial Group
California
$1.51M +$631K +2,845 +72%
CSI
2007
Cross Staff Investments
New York
$1.51M +$10.4K +47 +0.7%
FWA
2008
FOCUS Wealth Advisors
Texas
$1.51M +$17.3K +78 +1%
AIM
2009
Aspen Investment Management
Michigan
$1.51M
MWAM
2010
Manhattan West Asset Management
California
$1.5M +$1.25M +5,618 +488%
AF
2011
Advisornet Financial
Minnesota
$1.5M +$75.2K +339 +5%
XT
2012
XTX Topco
Cayman Islands
$1.5M +$1.5M +6,746 New
DBIA
2013
Dumont & Blake Investment Advisors
New Jersey
$1.49M -$10.9K -49 -0.7%
LFA
2014
Legacy Financial Advisors
Kentucky
$1.48M +$208K +938 +16%
EWM
2015
Executive Wealth Management
Michigan
$1.48M -$7.54K -34 -0.5%
CAM
2016
Covenant Asset Management
New Jersey
$1.48M
AIA
2017
Alera Investment Advisors
Illinois
$1.48M +$1.24M +5,595 +532%
FWM
2018
Finer Wealth Management
Massachusetts
$1.47M +$21.3K +96 +1%
DCM
2019
Davidson Capital Management
Texas
$1.47M +$137K +618 +10%
RFA
2020
Resurgent Financial Advisors
Georgia
$1.47M +$397K +1,791 +37%
GAM
2021
Grandview Asset Management
Pennsylvania
$1.47M +$20.8K +94 +1%
WHC
2022
Wulff, Hansen & Co
California
$1.47M +$496K +2,235 +51%
WCF
2023
West Coast Financial
California
$1.46M +$13.1K +59 +0.9%
SFP
2024
Sweet Financial Partners
Minnesota
$1.46M +$655K +2,956 +81%
SAI
2025
Systematic Alpha Investments
New Jersey
$1.46M