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 %
AL
2976
ADE LLC
Maryland
$64K
RCA
2977
Ranch Capital Advisors
Florida
$64K +$14.9K +67 +30%
RFWA
2978
RPg Family Wealth Advisory
Massachusetts
$63K
NC
2979
NewSquare Capital
Pennsylvania
$63K
MGI
2980
MayTech Global Investments
New York
$61K
APWA
2981
Atlas Private Wealth Advisors
New Jersey
$61K +$17K +76 +39%
TFM
2982
TFC Financial Management
Massachusetts
$57K -$3.34K -15 -6%
CAC
2983
Core Alternative Capital
Georgia
$55K +$55K +249 New
RBC
2984
Roble Belko & Company
Pennsylvania
$50K
HGWM
2985
Harvest Group Wealth Management
Massachusetts
$47K
AW
2986
Avion Wealth
Texas
$47K +$9K +40 +24%
IRC
2987
Investors Research Corp
Georgia
$46K
CFG
2988
CKW Financial Group
Hawaii
$46K +$46K +200 New
ST
2989
Sageworth Trust
Pennsylvania
$45K -$48.4K -215 -52%
EIM
2990
Essex Investment Management
Massachusetts
$44K
TCM
2991
TD Capital Management
Tennessee
$44K
IWP
2992
IAG Wealth Partners
Wisconsin
$43K +$1.57K +7 +4%
CMA
2993
Cedar Mountain Advisors
Oregon
$42K +$7.11K +32 +20%
SJIM
2994
St. Johns Investment Management
Florida
$41K
EAM
2995
Eukles Asset Management
Ohio
$39K -$147K -665 -79%
SSC
2996
Syverson Strege & Co
Iowa
$39K +$223 +1 +0.6%
DCM
2997
Disciplina Capital Management
Tennessee
$38.9K +$2K +9 +5%
PCH
2998
Polar Capital Holdings
United Kingdom
$38.3K -$23.3K -104,437 -38%
VNA
2999
Valley National Advisers
Pennsylvania
$36K -$17.8K -80 -33%
SFO
3000
Standard Family Office
South Dakota
$33K -$2.97M -13,495 -99%