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 %
WA
2701
Wealth Architects
California
$450K -$36.6K -169 -8%
LA
2702
LexAurum Advisors
Kansas
$448K -$14.3K -66 -3%
CWC
2703
Carolinas Wealth Consulting
North Carolina
$448K -$8.45K -39 -2%
SSW
2704
Smith Shellnut Wilson
Mississippi
$448K +$108K +498 +32%
BWM
2705
BCS Wealth Management
Tennessee
$448K +$173K +796 +63%
MHR
2706
Matthew Hamilton Rosenberg
$447K -$33.2K -153 -7%
EL
2707
Essex LLC
Illinois
$446K +$15.2K +70 +4%
WAM
2708
WFA Asset Management
Wisconsin
$445K +$445K +2,054 New
CC
2709
Callan Capital
California
$444K +$444K +2,047 New
VCM
2710
Vivaldi Capital Management
Illinois
$443K +$2.82K +13 +0.6%
DU
2711
Delphia (USA)
Ontario, Canada
$443K +$443K +2,043 New
LF
2712
Lantz Financial
Illinois
$442K -$55.5K -256 -11%
SCM
2713
SOL Capital Management
Maryland
$442K
TFCP
2714
Twin Focus Capital Partners
Massachusetts
$441K +$145K +670 +49%
BSSFA
2715
Baron Silver Stevens Financial Advisors
Florida
$439K +$24.9K +115 +6%
SCFS
2716
S.C. Financial Services
Arizona
$439K +$439K +2,041 New
CL
2717
CIM LLC
New York
$438K -$1.66M -8,221 -79%
SLWA
2718
San Luis Wealth Advisors
California
$438K -$629K -2,899 -59%
FA
2719
Fountainhead AM
New Jersey
$438K -$1.3K -6 -0.3%
WPA
2720
West Paces Advisors
Georgia
$437K +$217 +1 +0%
AA
2721
Advisory Alpha
Michigan
$436K +$56.5K +261 +15%
MC
2722
Miramar Capital
Illinois
$436K +$106K +490 +32%
SAF
2723
Smith Anglin Financial
Texas
$435K +$21.3K +98 +5%
FH
2724
FWG Holdings
Florida
$435K +$35.6K +154 +9%
PCC
2725
Park Circle Company
Maryland
$433K