3,040 hedge funds and large institutions have $350B invested in Visa in 2021 Q3 according to their latest regulatory filings, with 145 funds opening new positions, 1,487 increasing their positions, 1,069 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,040
Holders Change
+8
Holders Change %
+0.26%
% of All Funds
53.39%
Holding in Top 10
409
Holding in Top 10 Change
-63
Holding in Top 10 Change %
-13.35%
% of All Funds
7.18%
New
145
Increased
1,487
Reduced
1,069
Closed
97
Calls
$6.54B
Puts
$5.59B
Net Calls
+$944M
Net Calls Change
-$520M
Name Holding Trade Value Shares
Change
Shares
Change %
YIA
651
YHB Investment Advisors
Connecticut
$20.2M +$106K +475 +0.5%
HCMT
652
Highland Capital Management (Tennessee)
Tennessee
$20.1M -$613K -2,754 -3%
ATC
653
Argent Trust Co
Tennessee
$20.1M +$320K +1,436 +2%
AHC
654
Adell Harriman & Carpenter
Texas
$20M -$594K -2,668 -3%
CCG
655
Cypress Capital Group
Florida
$20M -$16K -72 -0.1%
AC
656
Avenir Corporation
Virginia
$19.9M +$1.37M +6,150 +7%
NEI
657
Northwest & Ethical Investments
Ontario, Canada
$19.7M -$2.26M -10,125 -10%
TAS
658
TIFF Advisory Services
Pennsylvania
$19.6M +$1.61M +7,211 +9%
SCA
659
Spearhead Capital Advisors
Florida
$19.5M +$4.45M +19,992 +30%
CTA
660
Colonial Trust Advisors
South Carolina
$19.5M -$463K -2,079 -2%
LMIM
661
Lockheed Martin Investment Management
Maryland
$19.5M -$546K -2,450 -3%
ACI
662
Alpha Cubed Investments
California
$19.4M -$468K -2,100 -2%
BWFA
663
Baltimore-Washington Financial Advisors
Maryland
$19.3M +$303K +1,363 +2%
BCAM
664
Boston Common Asset Management
Massachusetts
$19M -$123K -552 -0.6%
HCM
665
Hilton Capital Management
New York
$19M +$661K +2,966 +4%
MYAM
666
Meiji Yasuda Asset Management
Japan
$18.9M -$32.4M -145,509 -63%
GJIC
667
Gamble Jones Investment Counsel
California
$18.9M -$314K -1,410 -2%
FNT
668
First National Trust
Pennsylvania
$18.8M +$506K +2,270 +3%
AIP
669
ARS Investment Partners
New York
$18.8M +$248K +1,112 +1%
DWM
670
Dakota Wealth Management
Florida
$18.8M +$1.49M +6,690 +9%
RSS
671
Rosenblum Silverman Sutton
California
$18.8M -$301K -1,352 -2%
SCM
672
Snyder Capital Management
California
$18.7M +$5.86M +26,317 +46%
GL
673
Gemsstock Ltd
United Kingdom
$18.6M +$18.6M +83,500 New
RCYC
674
Richard C. Young & Co
Rhode Island
$18.6M -$153K -686 -0.8%
H
675
HoyleCohen
California
$18.5M -$448K -2,012 -2%