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 %
SSC
3201
Syverson Strege & Co
Iowa
$38K
EAM
3202
Eukles Asset Management
Ohio
$38K
PCH
3203
Polar Capital Holdings
United Kingdom
$37.3K
DCM
3204
Disciplina Capital Management
Tennessee
$36.6K -$1.3K -6 -3%
SCA
3205
Stuart Chaussee & Associates
California
$36K +$12K +56 +50%
DI
3206
Disciplined Investments
Oklahoma
$36K +$30K +140 +500%
RA
3207
Rise Advisors
New York
$34.8K +$34.8K +161 New
MFA
3208
McClarren Financial Advisors
Pennsylvania
$33K +$656 +3 +2%
BBPWM
3209
Blue Bell Private Wealth Management
Pennsylvania
$32K +$32K +146 New
BBHC
3210
Brown Brothers Harriman & Co
New York
$29K -$187K -860,943 -87%
MG
3211
MilWealth Group
Wisconsin
$28.4K
CWM
3212
Cranbrook Wealth Management
Michigan
$28K +$217 +1 +0.8%
OF
3213
Outfitter Financial
Maine
$27K +$27K +125 New
MP
3214
McDonald Partners
Ohio
$26.9K -$202K -934 -88%
ACM
3215
Absolute Capital Management
Pennsylvania
$26.9K +$26.9K +124 New
GM
3216
GeoWealth Management
Illinois
$25K +$1.74K +8 +7%
SC
3217
Steph & Co
Wisconsin
$24K
CIR
3218
Clear Investment Research
Georgia
$24K
IA
3219
IFS Advisors
Kansas
$23K +$23K +110 New
SFG
3220
Steward Financial Group
Texas
$23K +$23K +110 New
BAM
3221
Baldrige Asset Management
Pennsylvania
$22K -$7.62K -35 -26%
RG
3222
Retirement Group
California
$20K -$1.28K -6 -6%
OA
3223
Operose Advisors
Wisconsin
$20K +$20K +92 New
AWA
3224
Aquire Wealth Advisors
Utah
$18K +$18K +84 New
SIAP
3225
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$17K +$248 +3 +1%