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 %
CIA
2951
Caerus Investment Advisors
Texas
$279K +$279K +1,288 New
HBWM
2952
Hollow Brook Wealth Management
New York
$278K +$278K +1,283 New
C1AG
2953
Client 1st Advisory Group
Florida
$277K +$16.9K +78 +7%
BIAS
2954
Beacon Investment Advisory Services
New Jersey
$277K +$30.3K +140 +12%
TFA
2955
Triad Financial Advisors
North Carolina
$277K +$277K +1,276 New
TFF
2956
The Family Firm
Maryland
$275K +$433 +2 +0.2%
PCA
2957
Providence Capital Advisors
North Carolina
$275K +$56K +258 +26%
NRW
2958
Nova R Wealth
Kansas
$275K +$275K +1,267 New
FCMC
2959
Founders Capital Management (Connecticut)
Connecticut
$272K
WW
2960
Westshore Wealth
California
$269K
LWANC
2961
Laurel Wealth Advisors (North Carolina)
North Carolina
$268K
SP
2962
SWS Partners
Ohio
$268K +$43.4K +200 +19%
PSF
2963
Pacific Sun Financial
California
$267K
GCA
2964
Gradient Capital Advisors
California
$267K +$24.7K +114 +10%
ICM
2965
Ionic Capital Management
New York
$267K +$267K +1,234 New
FMI
2966
F/M Investments
District of Columbia
$266K -$217 -1 -0.1%
PRWA
2967
Platte River Wealth Advisors
Colorado
$265K -$161K -750 -38%
KFS
2968
Kelly Financial Services
Massachusetts
$265K +$33.4K +154 +14%
CFFP
2969
Center for Financial Planning
Michigan
$264K -$10.4K -48 -4%
PO
2970
Private Ocean
California
$264K -$4.78K -22 -2%
CAM
2971
Costello Asset Management
Pennsylvania
$262K +$43.4K +200 +20%
CMP
2972
Courage Miller Partners
Virginia
$260K
CHAM
2973
Clear Harbor Asset Management
Connecticut
$260K
FC
2974
Fusion Capital
South Carolina
$260K +$16.3K +75 +7%
RIA
2975
RPG Investment Advisory
California
$259K -$12.8K -59 -5%