3,264 hedge funds and large institutions have $335B invested in Visa in 2021 Q4 according to their latest regulatory filings, with 430 funds opening new positions, 1,438 increasing their positions, 1,117 reducing their positions, and 159 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,264
Holders Change
+224
Holders Change %
+7.37%
% of All Funds
50.41%
Holding in Top 10
323
Holding in Top 10 Change
-86
Holding in Top 10 Change %
-21.03%
% of All Funds
4.99%
New
430
Increased
1,438
Reduced
1,117
Closed
159
Calls
$6.69B
Puts
$6.19B
Net Calls
+$507M
Net Calls Change
-$437M
Name Holding Trade Value Shares
Change
Shares
Change %
FOA
2501
Five Oceans Advisors
California
$617K +$28.8K +133 +5%
RGC
2502
Roberts, Glore & Co
Illinois
$616K +$616K +2,841 New
QC
2503
Quent Capital
New York
$616K +$616K +2,844 New
RZH
2504
Relyea Zuckerberg Hanson
Connecticut
$615K -$57K -277 -8%
CTFG
2505
Capstone Triton Financial Group
Oklahoma
$614K
UL
2506
Unionview LLC
Washington
$614K +$614K +2,831 New
KCM
2507
Kathmere Capital Management
Pennsylvania
$613K -$172K -793 -22%
BRG
2508
Bay Rivers Group
Virginia
$613K +$3.03K +14 +0.5%
SHWM
2509
Smith & Howard Wealth Management
Georgia
$612K -$27.7K -128 -4%
FCA
2510
FLC Capital Advisors
California
$611K -$62.2K -287 -9%
LSA
2511
Lion Street Advisors
Texas
$610K +$34.3K +158 +6%
KAM
2512
KEB Asset Management
Illinois
$610K +$610K +2,815 New
SPC
2513
Stewart & Patten Company
California
$609K
MS
2514
Madden Securities
Texas
$609K +$281K +1,295 +86%
RWA
2515
RGT Wealth Advisors
Texas
$609K +$609K +2,808 New
ACA
2516
Anchor Capital Advisors
Massachusetts
$607K
MSA
2517
Marino Stram & Associates
Massachusetts
$607K +$60.5K +279 +11%
PK
2518
Pflug Koory
Nebraska
$603K
EFG
2519
Everhart Financial Group
Ohio
$603K +$92.6K +428 +18%
NPT
2520
Nixon Peabody Trust
Massachusetts
$603K +$388K +1,792 +181%
PC
2521
Permit Capital
Pennsylvania
$601K
WCM
2522
Wedge Capital Management
North Carolina
$597K
TAIM
2523
TD Ameritrade Investment Management
Nebraska
$596K +$219K +1,009 +58%
SFG
2524
Summit Financial Group
West Virginia
$593K -$21.7K -100 -4%
HCM
2525
Hengehold Capital Management
Ohio
$593K -$8.01K -37 -1%