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 %
CYG
2826
Clean Yield Group
Vermont
$236K -$4.23K -19 -2%
CA
2827
CapWealth Advisors
Tennessee
$236K -$1.34K -6 -0.6%
MP
2828
McDonald Partners
Ohio
$236K +$5.58K +25 +2%
TWM
2829
Triton Wealth Management
Arizona
$235K -$1.16K -5 -0.5%
AC
2830
Alley Company
Illinois
$234K
FNBTCON
2831
First National Bank & Trust Co of Newtown
Pennsylvania
$233K +$2.67K +12 +1%
PFA
2832
Plotkin Financial Advisors
Maryland
$232K +$25.8K +116 +13%
LCC
2833
Lincoln Capital Corp
Rhode Island
$232K +$19K +85 +9%
CF
2834
Corrigan Financial
Rhode Island
$232K
ODCM
2835
Old Dominion Capital Management
Virginia
$231K
JCIA
2836
Jackson Creek Investment Advisors
Colorado
$230K -$11.1K -50 -5%
SP
2837
SWS Partners
Ohio
$230K
CWA
2838
Core Wealth Advisors
Florida
$229K -$4.67K -21 -2%
MHIC
2839
Marble Harbor Investment Counsel
Massachusetts
$228K
NAS
2840
Nicolet Advisory Services
Wisconsin
$228K
FGAM
2841
Financial Gravity Asset Management
Texas
$227K -$497K -46 -69%
VDI
2842
Vaughan David Investments
Illinois
$227K +$16.7K +75 +8%
W
2843
WealthOne
New York
$226K -$8.01K -36 -3%
TFO
2844
Tarbox Family Office
California
$226K -$2.89K -13 -1%
BMA
2845
Brooks Moore & Associates
Tennessee
$226K
NS
2846
Newman & Schimel
Illinois
$226K
CRIG
2847
Charter Research & Investment Group
Connecticut
$226K +$5.57K +25 +3%
MC
2848
Matisse Capital
Oregon
$226K +$12.2K +55 +6%
WQ
2849
Wealth Quarterback
New Jersey
$225K -$24.1K -115 -10%
KAM
2850
Knightsbridge Asset Management
California
$225K -$22.3K -100 -9%