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 %
FAN
3076
Financial Advisors Network
California
$210K +$4.76K +22 +2%
PI
3077
Parkside Investments
Illinois
$209K +$217 +1 +0.1%
RCM
3078
Raleigh Capital Management
North Carolina
$209K +$209K +963 New
GWI
3079
Grace & White Inc
New York
$208K
OGF
3080
Orin Green Financial
California
$207K -$45.8K -203 -18%
TC
3081
Tatro Capital
Kentucky
$207K -$8.24K -38 -4%
PA
3082
Prism Advisors
California
$207K
EA
3083
Eclectic Associates
California
$207K +$1.08K +5 +0.5%
WPIC
3084
White Pine Investment Company
Michigan
$205K
LC
3085
Landaas & Company
Wisconsin
$205K
WA
3086
Wealthstar Advisors
Texas
$205K +$4.97K +23 +2%
BWA
3087
Bordeaux Wealth Advisors
California
$205K +$205K +944 New
ACM
3088
Avalon Capital Management
California
$205K +$205K +948 New
SIS
3089
Sound Income Strategies
Florida
$204K
FFP
3090
Forbes Financial Planning
Rhode Island
$204K +$204K +939 New
RCAMU
3091
Rothschild & Co Asset Management US
Connecticut
$203K
TCM
3092
Triumph Capital Management
Colorado
$202K -$90.2K -417 -31%
OPWM
3093
Oxinas Partners Wealth Management
Indiana
$200K -$137K -632 -41%
LRIC
3094
Long Road Investment Counsel
Michigan
$200K
PWA
3095
Phoenix Wealth Advisors
North Carolina
$200K
ODG
3096
O'Dell Group
Ohio
$193K +$217 +1 +0.1%
ICM
3097
Islay Capital Management
Texas
$187K +$15.2K +70 +9%
JG
3098
Jefferies Group
New York
$184K -$127K -588 -41%
EL
3099
EMFO LLC
Florida
$184K -$435K -2,000 -70%
COCM
3100
Charter Oak Capital Management
New Hampshire
$182K +$652 +3 +0.4%