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 %
TFA
2701
Tobias Financial Advisors
Florida
$327K
AG
2702
AlphaSimPlex Group
Massachusetts
$324K -$294K -1,320 -48%
TWM
2703
Titus Wealth Management
California
$324K +$2.01K +9 +0.6%
FPGK
2704
Financial Partners Group (Kansas)
Kansas
$324K +$25.8K +116 +9%
SWM
2705
Salvus Wealth Management
New Jersey
$324K +$76.7K +344 +31%
CRCM
2706
Corbett Road Capital Management
Virginia
$321K -$12.7K -57 -4%
BMWM
2707
Brown Miller Wealth Management
Virginia
$321K -$8.01K -36 -2%
MIM
2708
Martin Investment Management
Florida
$321K
BRA
2709
Biechele Royce Advisors
Indiana
$321K +$115K +514 +55%
JG
2710
Jefferies Group
New York
$321K -$10.7M -47,876 -97%
WC
2711
Westhampton Capital
North Carolina
$320K +$8.92K +40 +3%
WAM
2712
WNY Asset Management
New York
$318K -$52.4K -235 -14%
LC
2713
Lincoln Capital
Nebraska
$318K
UTC
2714
Unified Trust Company
Kentucky
$318K
BBW
2715
Blue Barn Wealth
Utah
$317K +$317K +1,425 New
MWPCG
2716
Measured Wealth Private Client Group
New Hampshire
$316K -$38.8K -174 -11%
IFG
2717
Investors Financial Group
Minnesota
$316K -$1.56K -7 -0.5%
PC
2718
Peavine Capital
Nevada
$316K
LF
2719
LifeSteps Financial
California
$315K -$22.3K -100 -7%
BIA
2720
Biondo Investment Advisors
Pennsylvania
$315K
AF
2721
Apexium Financial
Texas
$313K
MAP
2722
Milestone Advisory Partners
North Carolina
$312K
CBA
2723
Coastal Bridge Advisors
Connecticut
$312K +$223 +1 +0.1%
FI
2724
Financial Insights
Washington
$310K
BFG
2725
Barber Financial Group
Kansas
$310K +$21.1K +95 +7%