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 %
ERWM
2526
Elk River Wealth Management
Colorado
$592K
SRC
2527
Sage Rhino Capital
California
$590K +$8.24K +38 +1%
RIM
2528
Rockbridge Investment Management
New York
$590K +$56.6K +261 +11%
JWM
2529
Janiczek Wealth Management
Colorado
$590K +$235K +1,086 +66%
Manulife (Manufacturers Life Insurance)
2530
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$589K -$40.8K -188,147 -6%
BWM
2531
BerganKDV Wealth Management
Minnesota
$589K +$90.8K +419 +18%
GCA
2532
Genesee Capital Advisors
New York
$588K -$1.66M -7,649 -74%
CA
2533
Claro Advisors
Massachusetts
$587K -$13.4K -62 -2%
CA
2534
Crumly & Associates
Illinois
$586K -$104K -449 -15%
CPWA
2535
Cerro Pacific Wealth Advisors
California
$586K -$38.4K -177 -6%
CG
2536
Cutler Group
California
$585K -$952K -4,395 -62%
Aristotle Capital Management
2537
Aristotle Capital Management
California
$585K
MFG
2538
Magnus Financial Group
New York
$585K +$16.7K +77 +3%
ASGS
2539
Alpha Square Group S
New York
$585K +$585K +2,700 New
CWM
2540
Chesapeake Wealth Management
Virginia
$583K +$18.4K +85 +3%
1WM
2541
1900 Wealth Management
Texas
$583K +$583K +2,689 New
BMCM
2542
Bryn Mawr Capital Management
Pennsylvania
$582K +$2.82K +13 +0.5%
RWM
2543
Rockwood Wealth Management
Pennsylvania
$581K +$581K +2,682 New
HP
2544
HT Partners
Connecticut
$581K +$3.68K +17 +0.6%
SAM
2545
Secure Asset Management
Michigan
$580K -$69.8K -322 -11%
AC
2546
Addison Capital
Pennsylvania
$579K +$579K +2,670 New
NG
2547
Northstar Group
New York
$578K +$2.39K +11 +0.4%
MPW
2548
Monterey Private Wealth
California
$576K -$160K -739 -22%
RBFC
2549
Roman Butler Fullerton & Co
Missouri
$574K +$25.8K +119 +5%
MCM
2550
Mendel Capital Management
Arkansas
$573K +$573K +2,646 New