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 %
MIG
2526
McGuire Investment Group
Rhode Island
$483K
TWP
2527
Tempus Wealth Planning
California
$482K +$75.7K +340 +19%
SEC
2528
Seven Eight Capital
New York
$479K -$936K -4,200 -66%
CCFM
2529
Clear Creek Financial Management
Washington
$477K -$15.4K -69 -3%
CFD
2530
Creative Financial Designs
Indiana
$477K +$5.35K +24 +1%
LC
2531
Lavaca Capital
Texas
$477K +$8.24K +37 +2%
PG
2532
Prostatis Group
Maryland
$476K -$11.6K -52 -2%
LA
2533
LexAurum Advisors
Kansas
$475K +$9.13K +41 +2%
WAM
2534
Wolverine Asset Management
Illinois
$475K +$238K +1,071 +101%
TF
2535
Tompkins Financial
New York
$471K +$471K +2,116 New
CWC
2536
Carolinas Wealth Consulting
North Carolina
$469K -$124K -559 -21%
EWA
2537
Encompass Wealth Advisors
Oregon
$468K +$13.4K +60 +3%
LWP
2538
Legacy Wealth Planning
Nevada
$468K +$66.8K +300 +17%
NFG
2539
Nadler Financial Group
Illinois
$466K +$31.6K +142 +7%
LFG
2540
Larson Financial Group
Missouri
$464K +$226K +1,015 +95%
CFC
2541
Coyle Financial Counsel
Illinois
$464K +$264K +1,183 +131%
KOC
2542
Koss-Olinger Consulting
Florida
$460K -$164K -735 -26%
HFS
2543
Howard Financial Services
Texas
$457K +$223 +1 +0%
NWA
2544
New World Advisors
Massachusetts
$457K +$93.8K +406 +26%
SEIA
2545
Signature Estate & Investment Advisors
California
$456K -$33.4K -150 -7%
HIS
2546
Horizon Investment Services
Indiana
$456K
DE
2547
Day & Ennis
Georgia
$455K
SCM
2548
SOL Capital Management
Maryland
$454K
PWS
2549
Precision Wealth Strategies
Missouri
$453K +$168K +754 +59%
FA
2550
Fountainhead AM
New Jersey
$452K -$1.11K -5 -0.2%