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 %
CFA
2076
Cahill Financial Advisors
Minnesota
$1.16M -$14.2K -72 -1%
AIC
2077
Ayalon Insurance Company
Israel
$1.15M -$613K -3,115 -35%
LDFR
2078
Lehman & Derafelo Financial Resources
Pennsylvania
$1.15M +$16.9K +86 +1%
Bank of Montreal
2079
Bank of Montreal
Ontario, Canada
$1.15M -$370K -1,661,858 -24%
ICM
2080
Intrepid Capital Management
Florida
$1.15M -$330K -1,677 -22%
HHGA
2081
Halbert Hargrove Global Advisors
California
$1.15M +$5.12K +26 +0.4%
CFS
2082
Capital Financial Services
New York
$1.15M
BFO
2083
Biltmore Family Office
North Carolina
$1.14M +$8.67K +44 +0.8%
CCA
2084
Childress Capital Advisors
Texas
$1.14M +$120K +610 +12%
CWM
2085
Circle Wealth Management
New Jersey
$1.13M -$1.58M -8,038 -58%
TIA
2086
Tiemann Investment Advisors
California
$1.13M +$85.7K +435 +8%
FNWM
2087
Financial Network Wealth Management
Utah
$1.13M
DU
2088
Delphia (USA)
Ontario, Canada
$1.13M +$743K +3,773 +194%
WAG
2089
Winthrop Advisory Group
Massachusetts
$1.12M -$30.3K -154 -3%
SF
2090
SBK Financial
Virginia
$1.12M
SAS
2091
Stelac Advisory Services
New York
$1.12M +$515K +2,618 +85%
CCM
2092
Compton Capital Management
Rhode Island
$1.12M -$1.51M -7,650 -57%
WEPOG
2093
Wealth Enhancement & Preservation of GA
Georgia
$1.12M -$47K -233 -4%
NF
2094
Nvest Financial
New Hampshire
$1.12M -$12.4K -63 -1%
JA
2095
JLB & Associates
Michigan
$1.12M +$38.6K +196 +4%
AB
2096
Atlas Brown
Kentucky
$1.11M -$22.8K -116 -2%
BOM
2097
Bank of Marin
California
$1.11M -$22.3K -113 -2%
SIG
2098
Sky Investment Group
Connecticut
$1.11M +$49.8K +253 +5%
QPWM
2099
Quadrant Private Wealth Management
Pennsylvania
$1.11M +$145K +738 +15%
GIA
2100
Guyasuta Investment Advisors
Pennsylvania
$1.11M -$37.2K -189 -3%