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 %
SFS
1001
Sowell Financial Services
Arkansas
$7.93M -$42.5K -196 -0.5%
CCP
1002
Corient Capital Partners
California
$7.91M -$1.27M -5,857 -14%
CG
1003
Cynosure Group
Utah
$7.86M -$598K -2,758 -7%
HWA
1004
HCR Wealth Advisors
California
$7.85M -$117K -541 -1%
BFG
1005
Berger Financial Group
Minnesota
$7.85M +$7.55M +34,854 +2,591%
SIMG
1006
Sonora Investment Management Group
Arizona
$7.84M +$7.84M +36,155 New
WA
1007
Wealth Advisors
California
$7.81M -$63.9K -295 -0.8%
FEG
1008
Financial Enhancement Group
Indiana
$7.8M -$961K -4,434 -11%
MIA
1009
MainStreet Investment Advisors
Illinois
$7.75M -$140K -646 -2%
VAS
1010
Valicenti Advisory Services
New York
$7.73M +$1.02M +4,690 +15%
XI
1011
XXEC Inc
Oklahoma
$7.71M +$400K +1,978 +5%
PA
1012
Perennial Advisors
New York
$7.7M +$261K +1,205 +4%
SG
1013
Swarthmore Group
Pennsylvania
$7.68M -$2.43M -11,227 -24%
CCM
1014
Coldstream Capital Management
Washington
$7.68M +$1.98M +9,153 +35%
CIM
1015
Corbyn Investment Management
Maryland
$7.65M +$3.73M +17,191 +95%
EWM
1016
Evercore Wealth Management
New York
$7.63M -$103K -473 -1%
CCM
1017
Cohen Capital Management
California
$7.63M +$1.62M +7,489 +27%
SCM
1018
Sandler Capital Management
New York
$7.59M -$14.8M -68,257 -66%
MCM
1019
McKinley Capital Management
Alaska
$7.58M -$4.11M -18,962 -35%
NG
1020
NWK Group
California
$7.53M +$2.78M +12,847 +59%
JCM
1021
Jacobi Capital Management
Pennsylvania
$7.5M +$400K +1,844 +6%
FCBT
1022
First Citizens Bank & Trust
North Carolina
$7.49M +$1.22M +5,618 +19%
CG
1023
Caprock Group
Idaho
$7.46M -$245K -1,130 -3%
PCA
1024
Pallas Capital Advisors
Massachusetts
$7.45M +$167K +811 +2%
MWM
1025
Marietta Wealth Management
Georgia
$7.45M +$508K +2,344 +7%