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 %
LWANC
2776
Laurel Wealth Advisors (North Carolina)
North Carolina
$275K -$46.8K -210 -15%
FMI
2777
F/M Investments
District of Columbia
$274K +$669 +3 +0.2%
PSF
2778
Pacific Sun Financial
California
$274K +$274K +1,231 New
ICP
2779
Interchange Capital Partners
Pennsylvania
$272K -$62.4K -280 -19%
B
2780
Bridgeworth
Alabama
$272K -$1.34K -6 -0.5%
DWA
2781
Delos Wealth Advisors
Texas
$272K +$244K +1,096 +877%
ECM
2782
Ensemble Capital Management
California
$271K -$96.9K -435 -26%
V
2783
VeraBank
Texas
$271K +$37.3K +168 +16%
SPP
2784
Single Point Partners
Massachusetts
$271K +$271K +1,218 New
HCA
2785
Heck Capital Advisors
Wisconsin
$271K -$4.68K -21 -2%
CMP
2786
Courage Miller Partners
Virginia
$267K -$17.8K -80 -6%
CHAM
2787
Clear Harbor Asset Management
Connecticut
$267K +$6.68K +30 +3%
C1AG
2788
Client 1st Advisory Group
Florida
$267K +$17.1K +77 +7%
SC
2789
Slow Capital
California
$266K
ACM
2790
Academy Capital Management
Texas
$264K
THWM
2791
Taylor Hoffman Wealth Management
Virginia
$264K
MIM
2792
MTM Investment Management
South Carolina
$262K +$262K +1,177 New
YMRC
2793
Yorktown Management & Research Company
Virginia
$260K
ML
2794
McAdam LLC
Pennsylvania
$259K +$5.8K +26 +2%
TC
2795
Trilogy Capital
California
$258K -$2.01K -9 -0.8%
BWM
2796
Blossom Wealth Management
California
$258K +$258K +1,157 New
CBT
2797
Capital Bank & Trust
California
$257K -$274M -1,234,146 -100%
XS
2798
XR Securities
Illinois
$257K +$257K +1,152 New
MVA
2799
Mount Vernon Associates
Maryland
$256K
EMFAT
2800
Emerald Mutual Fund Advisers Trust
Pennsylvania
$256K