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 %
SAM
876
Sycomore Asset Management
France
$10.6M -$1.14M -5,065 -10%
GI
877
GAMCO Investors
Connecticut
$10.6M -$2.23M -10,024 -17%
RBA
878
Richard Bernstein Advisors
New York
$10.6M +$581K +2,608 +6%
TCM
879
Telos Capital Management
California
$10.6M +$191K +858 +2%
PIM
880
Progressive Investment Management
Oregon
$10.5M -$1.34K -6 -0%
RWA
881
River Wealth Advisors
Pennsylvania
$10.5M +$353K +1,587 +3%
CNB
882
Camden National Bank
Maine
$10.5M -$142K -637 -1%
SAM
883
Stenahm Asset Management
Guernsey
$10.5M +$1.67M +7,500 +19%
FG
884
Fiduciary Group
Georgia
$10.4M +$272K +1,175 +3%
AAS
885
Annex Advisory Services
Wisconsin
$10.4M +$1.66M +7,442 +19%
SSB
886
Sandy Spring Bank
Maryland
$10.4M +$175K +785 +2%
CM
887
Churchill Management
California
$10.3M -$41.9K -188 -0.4%
WB
888
Webster Bank
Connecticut
$10.3M -$56.4K -253 -0.5%
FNBT
889
FineMark National Bank & Trust
Florida
$10.3M +$726K +3,260 +8%
UC
890
Unio Capital
New Jersey
$10.3M -$64.2K -288 -0.6%
LWM
891
Lyell Wealth Management
California
$10.2M +$209K +940 +2%
KCP
892
KDI Capital Partners
North Carolina
$10.2M -$449K -2,017 -4%
BHB
893
Bank Hapoalim BM
Israel
$10.2M -$758K -3,400 -7%
DAC
894
Dividend Assets Capital
South Carolina
$10.2M -$5.35K -24 -0.1%
HWM
895
HFR Wealth Management
New York
$10.2M +$281K +1,260 +3%
OSIA
896
O'Shares Investment Advisers
Massachusetts
$10.2M +$1.02M +4,582 +11%
VFA
897
Valeo Financial Advisors
Indiana
$10.2M +$370K +1,660 +4%
WPP
898
Whalerock Point Partners
Rhode Island
$10.2M +$101K +455 +1%
IWC
899
Integrated Wealth Concepts
Massachusetts
$10.1M +$514K +2,306 +5%
TCM
900
Traynor Capital Management
Pennsylvania
$10.1M +$109K +490 +1%