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 %
SIC
2501
Samalin Investment Counsel
New York
$504K +$223 +1 +0%
SKK
2502
Shepherd Kaplan Krochuk
Massachusetts
$503K -$55.7K -250 -10%
NCG
2503
Newport Capital Group
New Jersey
$503K
BCM
2504
Birch Capital Management
Texas
$501K -$27.9K -125 -5%
OPPTF
2505
OPSEU Pension Plan Trust Fund
Ontario, Canada
$501K -$16.4K -73 -3%
DTC
2506
Davidson Trust Company
Washington
$501K +$4.9K +22 +1%
TCM
2507
Tandem Capital Management
New Jersey
$501K +$13.4K +60 +3%
WA
2508
Wealth Architects
California
$500K -$4.68K -21 -0.9%
EWA
2509
ERTS Wealth Advisors
Michigan
$493K -$51.2K -230 -9%
MHR
2510
Matthew Hamilton Rosenberg
$493K +$142K +639 +41%
CC
2511
Claybrook Capital
Massachusetts
$492K -$2.72M -12,182 -85%
DI
2512
DFPG Investments
Utah
$492K +$99.1K +440 +25%
ABTD
2513
Arvest Bank Trust Division
Oklahoma
$491K +$8.24K +37 +2%
UH
2514
Unigestion Holding
Switzerland
$490K -$300K -1,348 -38%
PC
2515
Permanens Capital
New York
$490K -$133K -595 -21%
RW
2516
Rede Wealth
Virginia
$489K
CAM
2517
Campion Asset Management
Virginia
$488K
NVIM
2518
New Vernon Investment Management
Illinois
$486K
BFC
2519
Bedel Financial Consulting
Indiana
$486K
WCAMG
2520
Woodard & Company Asset Management Group
North Carolina
$486K +$67.1K +301 +16%
BFS
2521
Bickling Financial Services
Massachusetts
$486K +$89.5K +402 +23%
FSC
2522
Full Sail Capital
Oklahoma
$485K -$3.03M -19,385 -86%
CG
2523
Corundum Group
Colorado
$485K -$18.1K -81 -4%
OFW
2524
Omnia Family Wealth
Florida
$484K -$4.9K -22 -1%
CFSG
2525
Clark Financial Services Group
Missouri
$484K +$8.23K +37 +2%