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 %
PWAG
2351
Polaris Wealth Advisory Group
California
$877K -$3.46K -16 -0.4%
GWANC
2352
Guardian Wealth Advisors (North Carolina)
North Carolina
$876K -$22.6K -102 -3%
MIM
2353
Meridiem Investment Management
United Kingdom
$876K -$22.2K -100 -2%
SWRP
2354
Summit Wealth & Retirement Planning
California
$875K -$43.5K -196 -5%
CC
2355
Caxton Corporation
New Jersey
$872K -$11.1K -50 -1%
PCM
2356
Prelude Capital Management
New York
$870K +$870K +3,922 New
KFGK
2357
Keystone Financial Group (Kentucky)
Kentucky
$869K +$20.2K +91 +2%
3F
2358
360 Financial
Minnesota
$868K +$50.6K +222 +6%
SDWMA
2359
Schneider Downs Wealth Management Advisors
Pennsylvania
$866K +$24.6K +111 +3%
ECU
2360
Eisler Capital (UK)
United Kingdom
$865K +$865K +3,900 New
CDIA
2361
Capital Directions Investment Advisors
Georgia
$863K -$3.11K -14 -0.4%
HCP
2362
Holt Capital Partners
Texas
$863K
EWM
2363
Elmwood Wealth Management
California
$862K
FC
2364
Forte Capital
New York
$861K
CFO
2365
CVA Family Office
Colorado
$861K +$113K +510 +15%
HKIMG
2366
Hutchens & Kramer Investment Management Group
Indiana
$856K +$17.2K +76 +2%
PWM
2367
PBMares Wealth Management
Virginia
$855K +$61K +275 +8%
BCA
2368
Bay Colony Advisors
Massachusetts
$855K +$205K +923 +31%
AWM
2369
Accurate Wealth Management
Florida
$854K -$68.8K -310 -7%
AWA
2370
Alta Wealth Advisors
Massachusetts
$853K
AWP
2371
Accretive Wealth Partners
New Jersey
$849K +$17.5K +79 +2%
SCP
2372
Stamos Capital Partners
California
$849K +$849K +3,830 New
HWA
2373
Heartwood Wealth Advisors
Virginia
$844K +$484K +2,180 +134%
ACA
2374
Affinity Capital Advisors
California
$842K -$271K -1,221 -24%
TCM
2375
Tufton Capital Management
Maryland
$842K +$31.7K +143 +4%