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 %
TFF
2751
The Family Firm
Maryland
$293K +$20.6K +89 +8%
OBWG
2752
Onyx Bridge Wealth Group
New York
$292K +$106K +460 +57%
SM
2753
Sciencast Management
New Jersey
$292K +$292K +1,306 New
COF
2754
Capital One Financial
Virginia
$291K -$48.3K -217 -14%
WWM
2755
Wagner Wealth Management
South Carolina
$291K
EW
2756
Element Wealth
Mississippi
$291K
BCP
2757
Blackhawk Capital Partners
Wisconsin
$290K -$19.4K -87 -6%
FA
2758
Faithward Advisors
Pennsylvania
$289K -$15.8K -71 -5%
HWA
2759
Heartwood Wealth Advisors
Virginia
$289K +$10.3K +46 +4%
MCA
2760
Mercer Capital Advisers
New Jersey
$288K -$86.9K -390 -23%
IFAM
2761
Institutional & Family Asset Management
Colorado
$287K +$42.7K +192 +17%
GCA
2762
Guardian Capital Advisors
Ontario, Canada
$286K -$47.2K -210 -14%
BWM
2763
BCS Wealth Management
Tennessee
$283K +$283K +1,271 New
GSAM
2764
Grant Street Asset Management
Pennsylvania
$282K -$1.48M -6,642 -84%
CAGAS
2765
Capital Advisory Group Advisory Services
Minnesota
$282K +$890 +4 +0.3%
CFFP
2766
Center for Financial Planning
Michigan
$282K +$2.23K +10 +0.8%
TG
2767
TCW Group
California
$282K -$2.1K -9,440 -0.7%
CWA
2768
Clarus Wealth Advisors
Arizona
$281K +$281K +1,255 New
GSC
2769
Ground Swell Capital
South Carolina
$280K +$280K +1,258 New
RIA
2770
RPG Investment Advisory
California
$279K -$4.45K -20 -2%
FCMC
2771
Founders Capital Management (Connecticut)
Connecticut
$279K
FM
2772
Foster & Motley
Ohio
$277K +$21.4K +96 +8%
WW
2773
Westshore Wealth
California
$276K -$108K -484 -28%
PO
2774
Private Ocean
California
$276K -$14.3K -64 -5%
AA
2775
Apriem Advisors
California
$276K +$2.9K +13 +1%