3,040 hedge funds and large institutions have $350B invested in Visa in 2021 Q3 according to their latest regulatory filings, with 145 funds opening new positions, 1,487 increasing their positions, 1,069 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,040
Holders Change
+8
Holders Change %
+0.26%
% of All Funds
53.39%
Holding in Top 10
409
Holding in Top 10 Change
-63
Holding in Top 10 Change %
-13.35%
% of All Funds
7.18%
New
145
Increased
1,487
Reduced
1,069
Closed
97
Calls
$6.54B
Puts
$5.59B
Net Calls
+$944M
Net Calls Change
-$520M
Name Holding Trade Value Shares
Change
Shares
Change %
SAMC
2476
Spectrum Asset Management (California)
California
$521K -$885K -3,975 -63%
AWM
2477
Aevitas Wealth Management
Massachusetts
$519K
SIM
2478
Sadoff Investment Management
Wisconsin
$518K -$69.5K -312 -12%
DCM
2479
Dimension Capital Management
Florida
$518K -$47.2K -212 -8%
EA
2480
Emerald Advisors
Washington
$518K +$33.6K +151 +7%
TPW
2481
Tiller Private Wealth
Pennsylvania
$517K
MCM
2482
Manchester Capital Management
Vermont
$517K +$112K +501 +28%
LRIA
2483
Leonard Rickey Investment Advisors
Washington
$515K +$15.4K +69 +3%
PIMG
2484
Patriot Investment Management Group
Tennessee
$515K +$27.2K +122 +6%
LFGH
2485
Lee Financial Group Hawaii
Hawaii
$514K -$43.9K -197 -8%
SFWA
2486
Summit Financial Wealth Advisors
Louisiana
$514K
HCM
2487
Hutchinson Capital Management
California
$514K
KA
2488
KLCM Advisors
Wisconsin
$513K -$44.5K -200 -8%
FA
2489
Fortis Advisors
Pennsylvania
$513K
SIAG
2490
Safeguard Investment Advisory Group
California
$512K +$48K +216 +10%
BWM
2491
BerganKDV Wealth Management
Minnesota
$512K +$52.6K +236 +11%
LF
2492
Lantz Financial
Illinois
$511K -$33.8K -152 -6%
PWM
2493
Paulson Wealth Management
Illinois
$511K -$5.34K -24 -1%
P
2494
Palladiem
Pennsylvania
$511K
TCM
2495
Towercrest Capital Management
Pennsylvania
$511K +$4.46K +20 +0.9%
CAM
2496
Claret Asset Management
Quebec, Canada
$509K +$34.5K +155 +7%
AI
2497
AXS Investments
New York
$508K -$11M -49,446 -96%
WOC
2498
West Oak Capital
California
$508K -$3.34K -15 -0.7%
ACP
2499
Arcus Capital Partners
Georgia
$508K +$117K +525 +30%
SF
2500
Symphony Financial
Texas
$504K -$382K -1,684 -43%