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 %
VCM
2551
Vivaldi Capital Management
Illinois
$452K
HWM
2552
Hemington Wealth Management
Virginia
$451K +$8.02K +36 +2%
LNWTC
2553
Laird Norton Wetherby Trust Company
Washington
$451K +$103K +464 +30%
WPA
2554
West Paces Advisors
Georgia
$449K +$86.7K +389 +24%
GWA
2555
GGM Wealth Advisors
Maryland
$449K +$43.2K +185 +11%
PCC
2556
Park Circle Company
Maryland
$446K
BAAM
2557
Baker Avenue Asset Management
California
$444K -$43.4K -195 -9%
EL
2558
Essex LLC
Illinois
$443K +$443K +1,989 New
PRWA
2559
Platte River Wealth Advisors
Colorado
$442K +$18.9K +85 +4%
DHFB
2560
Dixon Hubard Feinour & Brown
Virginia
$441K -$24K -108 -5%
MCM
2561
Magnolia Capital Management
New York
$440K +$440K +1,975 New
AP
2562
Adero Partners
California
$439K +$3.79K +17 +0.9%
QCIG
2563
Quad-Cities Investment Group
Iowa
$438K
B
2564
Bellecapital
Switzerland
$436K +$88.5K +397 +25%
HFP
2565
Holistic Financial Partners
Indiana
$435K
CWA
2566
Clearview Wealth Advisors
Oregon
$433K
PCFFS
2567
Pacific Center for Financial Services
California
$432K
CSPIA
2568
Cary Street Partners Investment Advisory
Virginia
$431K +$91.5K +411 +27%
IIM
2569
InTrack Investment Management
Vermont
$431K +$179K +843 +71%
HR
2570
Hayden Royal
North Carolina
$430K -$351K -1,576 -45%
CBTWT
2571
Community Bank & Trust (Waco, Texas)
Texas
$429K -$91.3K -410 -18%
WF
2572
WoodTrust Financial
Wisconsin
$428K -$206K -925 -32%
VC
2573
Veery Capital
Delaware
$427K +$21.2K +95 +5%
BSSFA
2574
Baron Silver Stevens Financial Advisors
Florida
$426K -$264K -1,183 -38%
SCA
2575
Sage Capital Advisors
South Dakota
$426K +$6.24K +28 +1%