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 %
AA
2826
Alesco Advisors
New York
$351K
WMA
2827
West Michigan Advisors
Michigan
$351K +$351K +1,619 New
HZ
2828
Hixon Zuercher
Ohio
$350K
BMWM
2829
Brown Miller Wealth Management
Virginia
$350K +$37.7K +174 +12%
CIM
2830
Confluence Investment Management
Missouri
$348K -$63.9K -295 -16%
EWP
2831
Engrave Wealth Partners
Texas
$348K -$7.58K -35 -2%
EFL
2832
ERn Financial LLC
Wisconsin
$344K
RBCM
2833
Raub Brock Capital Management
California
$343K
BWM
2834
Baystate Wealth Management
Massachusetts
$343K +$1.74K +8 +0.5%
CMS
2835
Capital Market Strategies
Florida
$343K +$343K +1,585 New
1CP
2836
17 Capital Partners
Arizona
$342K
HWM
2837
Horizon Wealth Management
Illinois
$342K +$342K +1,578 New
WCM
2838
Wallace Capital Management
Texas
$341K -$1.18M -5,447 -78%
SCA
2839
Sippican Capital Advisors
Massachusetts
$341K
AMR
2840
Asset Management Resources
Massachusetts
$341K +$341K +1,573 New
PMG
2841
Private Management Group
California
$340K
NA
2842
Nottingham Advisors
New York
$339K +$45.1K +208 +15%
MIM
2843
MTM Investment Management
South Carolina
$339K +$83.9K +387 +33%
TDC
2844
Thompson Davis & Co
Virginia
$339K +$339K +1,565 New
RWB
2845
RMR Wealth Builders
New Jersey
$338K -$1.12M -5,162 -77%
BWA
2846
Beam Wealth Advisors
Louisiana
$338K -$337K -1,551 -50%
SWM
2847
Shelton Wealth Management
Texas
$338K +$338K +1,558 New
SRC
2848
Shufro Rose & Co
New York
$337K -$43.2K -199 -11%
USGIU
2849
U.S. Global Investors (USGI)
Texas
$337K
ARMC
2850
American Research & Management Company
Massachusetts
$337K