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 %
JEST
2801
JTC Employer Solutions Trustee
Jersey
$368K
FCMT
2802
Founders Capital Management (Texas)
Texas
$368K
KC
2803
Kenfarb & Co
Kentucky
$368K +$368K +1,698 New
TRIA
2804
Trail Ridge Investment Advisors
Colorado
$367K +$367K +1,692 New
TF
2805
Tompkins Financial
New York
$366K -$92.3K -426 -20%
TWP
2806
Tower Wealth Partners
Pennsylvania
$366K -$16.2K -75 -4%
BWA
2807
Burt Wealth Advisors
Maryland
$366K
CAM
2808
Crestone Asset Management
Colorado
$365K -$33.6K -155 -8%
SIC
2809
Sigma Investment Counselors
Michigan
$364K +$6.07K +28 +2%
OHIS
2810
Oak Harvest Investment Services
Texas
$363K +$14.5K +67 +4%
CAL
2811
Capital Advisors Ltd
Ohio
$363K +$176K +812 +94%
VFM
2812
Vivid Financial Management
California
$362K -$48.4K -223 -12%
SFG
2813
Sunburst Financial Group
Alabama
$362K +$72.6K +335 +25%
CIAS
2814
CFS Investment Advisory Services
New Jersey
$360K +$5.42K +24 +2%
DJYG
2815
David J. Yvars Group
Florida
$359K -$308K -1,415 -46%
LF
2816
Lee Financial
Texas
$359K +$32.3K +149 +10%
JWM
2817
JFG Wealth Management
Colorado
$355K -$1.52K -7 -0.4%
DWA
2818
Delos Wealth Advisors
Texas
$355K +$90.1K +415 +34%
IAG
2819
Investmark Advisory Group
Connecticut
$355K +$355K +1,642 New
WFA
2820
Wellspring Financial Advisors
Ohio
$353K
KWA
2821
Kellett Wealth Advisors
Ohio
$353K +$353K +1,627 New
WFI
2822
West Family Investments
California
$352K -$1.21M -5,586 -77%
AWM
2823
Aberdeen Wealth Management
Illinois
$352K +$216 +1 +0.1%
BWCS
2824
Beirne Wealth Consulting Services
Connecticut
$352K +$6.51K +30 +2%
HWA
2825
Heartwood Wealth Advisors
Virginia
$352K +$71.3K +329 +25%