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 %
MFA
3001
McClarren Financial Advisors
Pennsylvania
$33K +$10.5K +47 +47%
AWM
3002
Avondale Wealth Management
Texas
$32K -$33.3K -150 -51%
BAM
3003
Baldrige Asset Management
Pennsylvania
$30K -$7.72K -35 -20%
MG
3004
MilWealth Group
Wisconsin
$29.2K +$29.2K +131 New
AA
3005
AlphaMark Advisors
Kentucky
$29K
CWM
3006
Cranbrook Wealth Management
Michigan
$29K +$20.4K +90 +237%
FCM
3007
Firestone Capital Management
Florida
$28K
UOTTAIMCU
3008
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$26K +$26K +117 New
SC
3009
Steph & Co
Wisconsin
$25K -$1.12K -5 -4%
CIR
3010
Clear Investment Research
Georgia
$25K -$221 -1 -0.9%
SCA
3011
Stuart Chaussee & Associates
California
$25K
GM
3012
GeoWealth Management
Illinois
$24K -$50K -223 -68%
RG
3013
Retirement Group
California
$22K +$2.64K +12 +14%
SFP
3014
Sterling Financial Planning
New Jersey
$21K
RTL
3015
Red Tortoise LLC
Georgia
$19K +$19K +108 New
HL
3016
Harding Loevner
New Jersey
$17K
SIAP
3017
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$15K +$148 +2 +1%
WIA
3018
Wealthstreet Investment Advisors
Texas
$12K
RIM
3019
Ranger Investment Management
Texas
$9K
CMBA
3020
C.M. Bidwell & Associates
Hawaii
$9K
Parallax Volatility Advisers
3021
Parallax Volatility Advisers
California
$7K -$7.21M -33,971 -100%
SL
3022
Savior LLC
Massachusetts
$6K -$51.8K -216 -90%
DI
3023
Disciplined Investments
Oklahoma
$6K
TJHA
3024
Thomas J. Herzfeld Advisors
Florida
$6K
SA
3025
SRH Advisors
Kansas
$6K