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 %
KA
2601
Klingman & Associates
New York
$407K -$9.79K -44 -2%
CCM
2602
Carlson Capital Management
Minnesota
$406K +$14K +63 +4%
MWC
2603
MBM Wealth Consultants
Missouri
$405K -$20.5K -92 -5%
OIM
2604
Oder Investment Management
California
$405K
CC
2605
Cypress Capital
Tennessee
$405K +$405K +1,816 New
BWLSA
2606
Blue Water Life Science Advisors
California
$403K
WA
2607
WESPAC Advisors
California
$402K +$402K +1,806 New
TC
2608
Toews Corporation
New Jersey
$401K +$401K +1,800 New
SNBOSD
2609
Security National Bank of So Dak
Iowa
$399K +$399K +1,789 New
FNC
2610
First National Corp
Massachusetts
$399K +$399K +1,792 New
W
2611
Wealthquest
Ohio
$396K -$16K -72 -4%
SPWG
2612
Sage Private Wealth Group
Illinois
$396K -$6.69K -30 -2%
SAM
2613
Strategy Asset Managers
California
$396K +$4.01K +18 +1%
ACP
2614
Aveo Capital Partners
Colorado
$394K +$109K +489 +38%
TWP
2615
Tower Wealth Partners
Pennsylvania
$393K -$95.7K -430 -20%
TCM
2616
Tran Capital Management
California
$393K
IF
2617
Insight Folios
North Carolina
$393K +$393K +1,765 New
SRC
2618
Shufro Rose & Co
New York
$391K -$8.48K -38 -2%
AA
2619
Advisory Alpha
Michigan
$390K +$37.4K +168 +11%
FH
2620
FWG Holdings
Florida
$385K +$48.1K +216 +14%
WRM
2621
Weybosset Research & Management
Rhode Island
$383K -$5.35K -24 -1%
MAM
2622
Marquette Asset Management
Minnesota
$383K +$5.12K +23 +1%
JGIA
2623
Jackson Grant Investment Advisers
Connecticut
$381K
TWA
2624
TPB Wealth Advisors
Texas
$380K
JEST
2625
JTC Employer Solutions Trustee
Jersey
$379K