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 %
OPS
976
Orion Portfolio Solutions
Nebraska
$8.54M +$762K +3,422 +10%
PCA
977
Private Capital Advisors
Connecticut
$8.5M -$13.4K -60 -0.2%
DCM
978
Donaldson Capital Management
Indiana
$8.48M +$1.28M +5,747 +18%
IIM
979
Ipswich Investment Management
Massachusetts
$8.42M +$17.8K +80 +0.2%
SIMM
980
Stillwater Investment Management (Minnesota)
Minnesota
$8.42M -$94.2K -423 -1%
TFA
981
Toth Financial Advisory
Virginia
$8.36M +$96.5K +433 +1%
RCP
982
Rothschild Capital Partners
New York
$8.3M -$20.9K -94 -0.3%
HB
983
Homrich & Berg
Georgia
$8.28M +$779K +3,497 +10%
FNBOO
984
First National Bank of Omaha
Nebraska
$8.25M -$214K -960 -3%
BG
985
BRX Global
New York
$8.25M
TCOV
986
Trust Company of Vermont
Vermont
$8.24M +$99.6K +447 +1%
MAM
987
Meeder Asset Management
Ohio
$8.23M +$37K +166 +0.5%
MME
988
Meag Munich Ergo
Germany
$8.21M -$5.34M -23,953 -39%
HWA
989
HCR Wealth Advisors
California
$8.19M +$139K +626 +2%
SFS
990
Sowell Financial Services
Arkansas
$8.19M -$654K -2,936 -7%
WA
991
Wealth Advisors
California
$8.17M -$106K -470 -1%
FFN
992
Focus Financial Network
Minnesota
$8.16M +$330K +1,480 +4%
LNC
993
Lincoln National Corp
Pennsylvania
$8.15M -$57.2K -257 -0.7%
AIA
994
Avalon Investment & Advisory
Texas
$8.14M +$1.31M +5,875 +19%
BFS
995
Bradley Foster & Sargent
Connecticut
$8.12M -$331K -1,487 -4%
MIA
996
MainStreet Investment Advisors
Illinois
$8.11M -$383K -1,721 -5%
XI
997
XXEC Inc
Oklahoma
$8.07M -$150K -675 -2%
Simplex Trading
998
Simplex Trading
Illinois
$8.06M +$1.24M +5,276 +18%
AC
999
Alexandria Capital
Virginia
$8.06M +$335K +1,502 +4%
VPIM
1000
Vanguard Personalized Indexing Management
California
$8.05M +$354K +1,590 +5%