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 %
EWS
2851
Evergreen Wealth Solutions
Pennsylvania
$337K +$337K +1,553 New
HA
2852
Hofer & Associates
California
$337K +$337K +1,555 New
RFO
2853
RiverGlades Family Offices
Florida
$336K
TWM
2854
Titus Wealth Management
California
$336K +$21.6K +100 +7%
Cohen & Steers
2855
Cohen & Steers
New York
$335K -$486K -2,245 -59%
DFG
2856
Demars Financial Group
Washington
$335K +$7.16K +33 +2%
CCP
2857
Carmel Capital Partners
California
$335K +$335K +1,548 New
RWM
2858
RKL Wealth Management
Pennsylvania
$334K -$23.9K -110 -7%
ETCM
2859
Evolutionary Tree Capital Management
Virginia
$334K
CHA
2860
Carmichael Hill & Associates
Maryland
$334K +$217 +1 +0.1%
PBO
2861
Peoples Bank (Ohio)
Ohio
$333K -$20.4K -94 -6%
TFA
2862
Tranquilli Financial Advisor
New Jersey
$333K +$9.97K +46 +3%
RAM
2863
Roanoke Asset Management
New Jersey
$332K -$21.7K -100 -6%
LJHT
2864
Laurie J. Hall Trustee
$332K
FZCM
2865
Flynn Zito Capital Management
New York
$332K +$332K +1,533 New
CHA
2866
Cooper/Haims Advisors
New York
$331K -$21.7K -100 -6%
LF
2867
LifeSteps Financial
California
$331K +$24.9K +115 +8%
AAM
2868
Autus Asset Management
Arizona
$331K +$35K +162 +12%
PCI
2869
Planning Center Inc
Illinois
$331K +$331K +1,405 New
DWM
2870
Darwin Wealth Management
Florida
$330K -$67.7K -316 -17%
FWP
2871
Firethorn Wealth Partners
Georgia
$328K +$328K +1,512 New
KFI
2872
Key Financial Inc
Pennsylvania
$327K -$9.33K -43 -3%
LSA
2873
L & S Advisors
California
$327K -$1.95K -9 -0.6%
MFW
2874
Mosaic Family Wealth
Missouri
$327K +$7.14K +33 +2%
BAM
2875
Brave Asset Management
New Jersey
$325K -$1.08K -5 -0.3%