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 %
BOTW
676
Bank of the West
California
$18.5M +$887K +3,980 +5%
NMIMC
677
Northwestern Mutual Investment Management Company
Wisconsin
$18.4M +$1.27M +5,698 +7%
BONST
678
Bank of Nova Scotia Trust
Ontario, Canada
$18.3M -$54.4K -244 -0.3%
RT
679
Rockland Trust
Massachusetts
$18.3M +$7.57M +34,006 +71%
BRWA
680
B. Riley Wealth Advisors
Florida
$18.3M +$997K +4,473 +6%
DT
681
Diversified Trust
Tennessee
$18.2M +$3.12M +14,029 +21%
TTWM
682
TCV Trust & Wealth Management
Virginia
$18.2M +$56.8K +255 +0.3%
PTC
683
Philadelphia Trust Company
Pennsylvania
$18.1M -$2.89M -12,966 -14%
BCV
684
Banque Cantonale Vaudoise
Switzerland
$18.1M +$1.93M +8,646 +12%
GHA
685
GW Henssler & Associates
Georgia
$18M -$1.64M -7,357 -8%
SC
686
SouthState Corp
Florida
$18M -$93.3K -419 -0.5%
TFA
687
Teamwork Financial Advisors
Texas
$17.9M +$87.5K +393 +0.5%
TA
688
TRB Advisors
New York
$17.8M
SFI
689
Susquehanna Fundamental Investments
Pennsylvania
$17.8M -$579K -2,600 -3%
EHC
690
Everett Harris & Co
California
$17.7M -$454K -2,040 -2%
FMC
691
First Merchants Corp
Indiana
$17.7M +$376K +1,686 +2%
Lido Advisors
692
Lido Advisors
California
$17.7M +$1.87M +8,410 +12%
BFA
693
Beaumont Financial Advisors
Massachusetts
$17.6M +$146K +656 +0.8%
CA
694
Cetera Advisors
Colorado
$17.5M +$1.77M +7,967 +11%
SSA
695
South Street Advisors
New York
$17.5M -$294K -1,321 -2%
BC
696
Burney Company
Virginia
$17.5M -$831K -3,732 -5%
DAM
697
Deltec Asset Management
New York
$17.5M -$1.88M -8,430 -10%
DY
698
Dowling & Yahnke
California
$17.3M -$86.2K -387 -0.5%
PFSC
699
Peoples Financial Services Corp
Pennsylvania
$17.3M
MC
700
Moors & Cabot
Massachusetts
$17.3M +$551K +2,473 +3%