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 %
HLOC
2251
H.L. Ormond & Company
North Carolina
$987K -$3.11K -14 -0.3%
MA
2252
MCF Advisors
Kentucky
$987K +$987K +4,450 New
GWS
2253
Glassman Wealth Services
Virginia
$985K +$83.2K +375 +9%
WCWM
2254
Willow Creek Wealth Management
California
$982K -$2.44K -11 -0.2%
JSL
2255
JT Stratford LLC
Georgia
$979K +$12K +54 +1%
SVCP
2256
Silicon Valley Capital Partners
California
$978K +$1.55K +7 +0.2%
AGP
2257
Autumn Glory Partners
Texas
$976K -$1.37M -6,163 -58%
CAM
2258
Cozad Asset Management
Illinois
$976K +$3.77K +17 +0.4%
WCM
2259
Windsor Capital Management
Arizona
$975K +$11.5K +52 +1%
FB
2260
First Bancorp
Maine
$974K
APIM
2261
Agate Pass Investment Management
Washington
$971K +$16K +72 +2%
WE
2262
Wealth Effects
Massachusetts
$971K +$21.7K +98 +2%
WI
2263
Wedgewood Investors
Pennsylvania
$970K -$2.22K -10 -0.2%
FP
2264
Fiduciary Planning
Florida
$970K +$154K +695 +19%
STB
2265
S&T Bank
Pennsylvania
$969K
CC
2266
Commons Capital
Massachusetts
$969K +$52.6K +237 +6%
CCC
2267
Chelsea Counsel Company
California
$965K
LB
2268
Leo Brokerage
Texas
$963K +$963K +4,339 New
ACWM
2269
Adams Chetwood Wealth Management
North Carolina
$961K +$112K +507 +13%
CSIC
2270
Clifford Swan Investment Counsel
California
$960K -$92.2K -416 -9%
OWA
2271
Outlook Wealth Advisors
Texas
$959K +$6.43K +29 +0.7%
CIM
2272
CIM Investment Management
Pennsylvania
$957K -$1.08M -4,867 -53%
KWS
2273
Keystone Wealth Services
California
$956K -$32.8K -148 -3%
CBFP
2274
Cedar Brook Financial Partners
Ohio
$954K +$24.2K +109 +3%
LP
2275
LGL Partners
Pennsylvania
$952K -$178K -804 -16%