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 %
MCA
3176
Maryland Capital Advisors
Maryland
$55K +$55K +253 New
LPP
3177
Life Planning Partners
Florida
$53K +$53K +244 New
AA
3178
AlphaMark Advisors
Kentucky
$52K +$24K +110 +86%
RBC
3179
Roble Belko & Company
Pennsylvania
$49K
MIM
3180
Macroview Investment Management
Maryland
$49K +$49K +225 New
HH
3181
HWG Holdings
Texas
$49K +$49K +228 New
SJIA
3182
St. James Investment Advisors
New York
$49K +$49K +228 New
CF
3183
Concorde Financial
Texas
$47K +$47K +212 New
HGWM
3184
Harvest Group Wealth Management
Massachusetts
$46K
AW
3185
Avion Wealth
Texas
$45K
M1FG
3186
Mach-1 Financial Group
Arkansas
$45K +$45K +211 New
IRC
3187
Investors Research Corp
Georgia
$44K
SFS
3188
Security Financial Services
Indiana
$44K +$44K +201 New
SGAM
3189
Smith Group Asset Management
Texas
$43K -$5.53M -25,735 -99%
EIM
3190
Essex Investment Management
Massachusetts
$43K
ST
3191
Sageworth Trust
Pennsylvania
$43K
TCM
3192
TD Capital Management
Tennessee
$43K +$215 +1 +0.5%
AIM
3193
AHL Investment Management
Florida
$43K +$43K +198 New
RK
3194
Rather & Kittrell
Tennessee
$43K +$43K +201 New
RFWA
3195
RPg Family Wealth Advisory
Massachusetts
$42.5K -$18.9K -87 -31%
IWP
3196
IAG Wealth Partners
Wisconsin
$42K
CMA
3197
Cedar Mountain Advisors
Oregon
$41K
CFG
3198
CKW Financial Group
Hawaii
$40K
RDFA
3199
Ritter Daniher Financial Advisory
Ohio
$39K -$97K -445 -71%
PCMC
3200
Paragon Capital Management (Colorado)
Colorado
$39K +$39K +182 New