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 %
LOAMS
576
Lombard Odier Asset Management (Switzerland)
Switzerland
$25.1M +$6.94K +32 +0%
ZAM
577
Zevin Asset Management
Massachusetts
$24.9M -$41K -189 -0.2%
EIP
578
Epoch Investment Partners
New York
$24.9M +$2.02M +9,335 +9%
CAI
579
Capital Advisors Inc
Oklahoma
$24.7M +$410K +1,890 +2%
NRS
580
Neville Rodie & Shaw
New York
$24.5M -$959K -4,424 -4%
NWM
581
Nicola Wealth Management
British Columbia, Canada
$24.4M +$4.15M +19,130 +20%
BCM
582
BTR Capital Management
California
$24.4M +$3.27M +15,109 +16%
IAA
583
Independent Advisor Alliance
North Carolina
$24.4M +$3.08M +14,193 +14%
MC
584
Middleton & Co
Massachusetts
$24M +$65K +300 +0.3%
EB
585
Eastern Bank
Massachusetts
$23.7M +$501K +2,314 +2%
BG
586
Bahl & Gaynor
Ohio
$23.6M -$1.61M -7,431 -6%
SSWM
587
Smith Salley Wealth Management
North Carolina
$23.6M +$210K +970 +0.9%
BCM
588
BlueMar Capital Management
Florida
$23.5M +$2.93M +13,534 +14%
SCA
589
Stillwater Capital Advisors
Pennsylvania
$23.5M -$444K -2,050 -2%
GAM
590
Guinness Asset Management
United Kingdom
$23.4M +$1.15M +5,287 +5%
HCMG
591
Howard Capital Management Group
California
$23.2M +$661K +3,052 +3%
CWM
592
Congress Wealth Management
Massachusetts
$23M +$23M +106,354 New
CFG
593
Citizens Financial Group
Rhode Island
$23M -$902K -4,160 -4%
LSERS
594
Louisiana State Employees Retirement System
Louisiana
$22.8M
Wealthfront Advisers
595
Wealthfront Advisers
California
$22.7M -$515K -2,377 -2%
GIM
596
Grassi Investment Management
California
$22.5M -$672K -3,099 -3%
RMA
597
Roffman Miller Associates
Pennsylvania
$22.5M +$1.24M +5,730 +6%
NPPM
598
North Point Portfolio Managers
Ohio
$22.4M -$610K -2,817 -3%
NMERB
599
New Mexico Educational Retirement Board
New Mexico
$22.4M -$1.65M -7,600 -7%
BDWM
600
Brewin Dolphin Wealth Management
Ireland
$22.3M +$1.04M +4,787 +5%