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 %
CFN
2951
Cordasco Financial Network
Florida
$103K -$13.4K -60 -11%
BC
2952
Barnett & Company
Tennessee
$102K -$112K -502 -52%
TC
2953
Truvestments Capital
Florida
$101K
AWM
2954
Accel Wealth Management
Iowa
$99K -$11.3K -51 -10%
TC
2955
Tacita Capital
Ontario, Canada
$99K
JPLA
2956
Joseph P. Lucia & Associates
New York
$95K
ARIS
2957
Advanced Research Investment Solutions
California
$94.4K
FA
2958
Financial Advantage
Maryland
$89K
DWMG
2959
DB Wealth Management Group
California
$85K +$223 +1 +0.3%
BHWM
2960
Bay Harbor Wealth Management
Maryland
$84K
GG
2961
Gleason Group
Kentucky
$84K
CCM
2962
Carderock Capital Management
Maryland
$84K +$84K +375 New
IF
2963
Ironwood Financial
Arizona
$83K
PG
2964
Proffitt & Goodson
Tennessee
$82K
FMP
2965
Financial Management Professionals
Texas
$78K +$32.1K +145 +70%
JWBC
2966
John W. Brooker & Co
California
$76K -$3.35K -15 -4%
CCC
2967
Crescent Capital Consulting
Louisiana
$75K -$293K -1,300 -80%
T2I
2968
Turim 21 Investimentos
Brazil
$73K
TAM
2969
Tucker Asset Management
Colorado
$71.4K
CPFP
2970
Clear Perspectives Financial Planning
Ohio
$69K
EWM
2971
Edge Wealth Management
New York
$68K +$7.75K +35 +13%
SWM
2972
Selective Wealth Management
Virginia
$67K +$44.7K +200 +200%
EC
2973
Estate Counselors
Wisconsin
$66K
PA
2974
PSI Advisors
Florida
$66K +$66K +298 New
IFA
2975
Interactive Financial Advisors
Illinois
$64K