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 %
CFRPA
3226
Castle Financial & Retirement Planning Associates
New Jersey
$17K +$17K +75 New
HL
3227
Harding Loevner
New Jersey
$16K
NF
3228
Norwood Financial
Pennsylvania
$16K +$16K +75 New
SAM
3229
Strategic Asset Management
Minnesota
$16K +$16K +76 New
SC
3230
Schubert & Co
Texas
$15K +$15K +70 New
KIG
3231
Kessler Investment Group
Indiana
$15K +$15K +71 New
WIA
3232
Wealthstreet Investment Advisors
Texas
$11K
CP
3233
Castleview Partners
Texas
$10.4K +$10.4K +2,249,642 New
CMBA
3234
C.M. Bidwell & Associates
Hawaii
$9K
RIM
3235
Ranger Investment Management
Texas
$8K
CM
3236
Cornerstone Management
Georgia
$7.37K +$7.37K +34 New
HI
3237
Hoey Investments
Pennsylvania
$7K +$7K +34 New
UFF
3238
USA Financial Formulas
Michigan
$6K -$833K -3,747 -99%
HWM
3239
Holloway Wealth Management
Florida
$6K -$6K
TJHA
3240
Thomas J. Herzfeld Advisors
Florida
$6K
SA
3241
SRH Advisors
Kansas
$6K
YAL
3242
Your Advocates Ltd
Texas
$6K
JRFS
3243
James Reed Financial Services
Ohio
$6K +$6K +29 New
CWA
3244
Carolina Wealth Advisors
South Carolina
$5K
LIM
3245
Longfellow Investment Management
Massachusetts
$5K +$682 +3 +16%
SPA
3246
Shore Point Advisors
New Jersey
$5K +$5K +25 New
KFAA
3247
Klaas Financial Asset Advisors
Illinois
$5K +$5K +25 New
BIM
3248
Baldwin Investment Management
Pennsylvania
$4.92K +$384 +1,770 +8%
BA
3249
Bivin & Associates
Oklahoma
$4K +$4K +20 New
JIR
3250
James Investment Research
Ohio
$3K