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 %
FWM
3101
Focused Wealth Management
New York
$182K +$3.24K +15 +2%
LAS
3102
Lloyd Advisory Services
Georgia
$178K +$21.9K +101 +14%
FCG
3103
Financial Connections Group
California
$175K +$175K +811 New
HCM
3104
Highlander Capital Management
New Jersey
$173K -$16.2K -75 -9%
HIM
3105
Hillsdale Investment Management
Ontario, Canada
$171K -$67.4K -311 -28%
EARNEST Partners
3106
EARNEST Partners
Georgia
$170K
FFA
3107
Freedman Financial Associates
Massachusetts
$170K +$15.3K +71 +10%
POIA
3108
Pin Oak Investment Advisors
Texas
$166K +$29.2K +135 +21%
AWM
3109
Accel Wealth Management
Iowa
$165K +$68.6K +317 +71%
DAL
3110
Delta Accumulation LLC
California
$164K +$164K +757 New
MIHAS
3111
Maj Invest Holding A/S
Denmark
$163K
BIA
3112
Bell Investment Advisors
California
$162K +$7.59K +35 +5%
VRM
3113
Vectors Research Management
New York
$161K +$24.7K +114 +18%
TLFA
3114
True Link Financial Advisors
California
$160K -$14.3K -66 -8%
LWP
3115
Laurel Wealth Planning
Minnesota
$159K
LWA
3116
Lowe Wealth Advisors
Maryland
$151K
HS
3117
Horan Securities
United States
$147K +$147K +680 New
CIA
3118
Cascade Investment Advisors
Oregon
$144K
AWM
3119
AllSquare Wealth Management
New York
$144K -$62.3K -288 -30%
TF
3120
TimeScale Financial
Massachusetts
$144K -$2.61K -12 -2%
NR
3121
Newfound Research
Massachusetts
$144K +$36.1K +166 +33%
NIC
3122
Northwest Investment Counselors
Oregon
$144K +$144K +665 New
GWMIA
3123
Global Wealth Management Investment Advisory
Florida
$141K -$36.7K -169 -21%
ETI
3124
Enterprise Trust & Investment
California
$133K
BC
3125
Burleson & Co
California
$133K +$217 +1 +0.2%