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 %
HC
2726
Hamilton Capital
Ohio
$310K +$310K +1,393 New
KPWG
2727
KFA Private Wealth Group
Virginia
$309K +$223 +1 +0.1%
FEM
2728
Fulcrum Equity Management
Texas
$309K +$309K +1,387 New
RTS
2729
Round Table Services
New Jersey
$307K
MCM
2730
Monument Capital Management
Virginia
$306K +$5.8K +26 +2%
DLHL
2731
Donald L. Hagan LLC
Florida
$305K
CCP
2732
Cardan Capital Partners
Colorado
$305K
AAM
2733
Autus Asset Management
Arizona
$305K +$2.01K +9 +0.7%
TFCP
2734
Twin Focus Capital Partners
Massachusetts
$304K -$137K -616 -31%
BO
2735
Bank OZK
Arkansas
$304K -$15.4K -69 -5%
NA
2736
Nottingham Advisors
New York
$302K
TCM
2737
Triumph Capital Management
Colorado
$301K +$5.35K +24 +2%
SL
2738
Salomon & Ludwin
Virginia
$301K +$301K +1,351 New
BFG
2739
Berger Financial Group
Minnesota
$300K
WWP
2740
Waypoint Wealth Partners
California
$299K -$55.7K -250 -16%
JF
2741
Jump Financial
Illinois
$298K -$2.23M -10,015 -88%
PCA
2742
Peddock Capital Advisors
Massachusetts
$298K
ACM
2743
AUA Capital Management
Pennsylvania
$298K
DP
2744
Divergent Planning
Maryland
$297K
SFG
2745
Sunburst Financial Group
Alabama
$297K +$3.78K +17 +1%
PGA
2746
Portland Global Advisors
Maine
$296K
MWM
2747
McNaughton Wealth Management
California
$296K +$16.7K +75 +6%
CGFA
2748
Colton Groome Financial Advisors
North Carolina
$295K -$35.6K -160 -11%
AWAP
2749
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$295K +$12.5K +56 +4%
CAN
2750
Claraphi Advisory Network
United States
$293K -$57.4K -258 -16%