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 %
HZ
2651
Hixon Zuercher
Ohio
$360K
CIG
2652
Cairn Investment Group
Washington
$358K -$7.11K -32 -2%
OHIS
2653
Oak Harvest Investment Services
Texas
$358K +$117K +527 +49%
NC
2654
NovaPoint Capital
Georgia
$357K +$14.3K +64 +4%
BWCS
2655
Beirne Wealth Consulting Services
Connecticut
$356K +$89.4K +400 +34%
EFL
2656
ERn Financial LLC
Wisconsin
$353K +$7.12K +32 +2%
G
2657
GenTrust
Florida
$353K +$82.6K +371 +31%
1CP
2658
17 Capital Partners
Arizona
$352K +$4.46K +20 +1%
TCM
2659
Tuttle Capital Management
Connecticut
$352K +$352K +1,579 New
SCA
2660
Sippican Capital Advisors
Massachusetts
$351K
BWM
2661
Baystate Wealth Management
Massachusetts
$350K -$2.45K -11 -0.7%
CMI
2662
Clare Market Investments
Texas
$349K +$223 +1 +0.1%
TAIM
2663
TD Ameritrade Investment Management
Nebraska
$349K -$135K -672 -28%
PMG
2664
Private Management Group
California
$349K
SSW
2665
Smith Shellnut Wilson
Mississippi
$349K +$349K +1,568 New
CIAS
2666
CFS Investment Advisory Services
New Jersey
$349K +$349K +1,569 New
AI
2667
Accredited Investors
Minnesota
$348K +$7.58K +34 +2%
PPW
2668
Parcion Private Wealth
Washington
$348K +$34.5K +150 +11%
SC
2669
Sierra Capital
Florida
$347K
CWA
2670
Canvas Wealth Advisors
Kansas
$347K +$347K +1,559 New
USGIU
2671
U.S. Global Investors (USGI)
Texas
$346K
ARMC
2672
American Research & Management Company
Massachusetts
$346K
OPWM
2673
Oxinas Partners Wealth Management
Indiana
$346K +$48.1K +216 +16%
FRM
2674
Fox Run Management
Connecticut
$346K +$346K +1,552 New
RFO
2675
RiverGlades Family Offices
Florida
$345K