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 %
GWI
2876
Grace & White Inc
New York
$214K
PI
2877
Parkside Investments
Illinois
$214K +$444 +2 +0.2%
AIA
2878
Alera Investment Advisors
Illinois
$214K +$5.4K +25 +3%
AWM
2879
AllSquare Wealth Management
New York
$213K
LI
2880
Lafayette Investments
Maryland
$213K +$21.9K +98 +11%
CS
2881
Capital Square
Tennessee
$213K +$213K +928 New
PA
2882
Prism Advisors
California
$213K +$213K +954 New
EA
2883
Eclectic Associates
California
$212K -$1.11K -5 -0.5%
EE
2884
EWG Elevate
California
$211K -$2.01K -9 -0.9%
LC
2885
Landaas & Company
Wisconsin
$211K
WPIC
2886
White Pine Investment Company
Michigan
$210K
SIS
2887
Sound Income Strategies
Florida
$210K +$87.4K +392 +71%
RCAMU
2888
Rothschild & Co Asset Management US
Connecticut
$209K
RP
2889
Rowlandmiller & Partners
Georgia
$207K
LRIC
2890
Long Road Investment Counsel
Michigan
$206K
BCM
2891
Birmingham Capital Management
Alabama
$206K
PWA
2892
Phoenix Wealth Advisors
North Carolina
$206K
GWAG
2893
Garrett Wealth Advisory Group
Texas
$206K +$206K +926 New
AMC
2894
Asset Management Corp
Illinois
$205K +$205K +920 New
WA
2895
Wealthstar Advisors
Texas
$204K +$8.6K +39 +4%
DACG
2896
Donor Advised Charitable Giving
California
$203K -$374K -1,675 -65%
RWA
2897
Redhawk Wealth Advisors
Minnesota
$202K -$9.13K -41 -4%
JWM
2898
Jeppson Wealth Management
California
$201K
FAN
2899
Financial Advisors Network
California
$201K +$201K +949 New
SC
2900
Schulhoff & Co
Ohio
$200K +$200K +900 New