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 %
SIM
1051
Sonora Investment Management
Arizona
$7.19M +$727K +3,262 +11%
MWM
1052
Marietta Wealth Management
Georgia
$7.13M +$325K +1,457 +5%
PHAM
1053
Pacific Heights Asset Management
California
$7.13M
WTFG
1054
Wells Trecaso Financial Group
Ohio
$7.08M +$10K +45 +0.1%
CWM
1055
Chronos Wealth Management
Florida
$7.08M +$178K +797 +3%
GAAM
1056
Guinness Atkinson Asset Management
California
$7.04M -$292K -1,310 -4%
VPI
1057
Value Partners Investments
Manitoba, Canada
$7.03M +$1.66M +7,479 +31%
TCM
1058
Twin Capital Management
Pennsylvania
$6.99M -$994K -4,463 -12%
CG
1059
CFO4Life Group
Texas
$6.99M +$112K +501 +2%
FCT
1060
Family Capital Trust
Massachusetts
$6.97M -$12K -54 -0.2%
BIC
1061
Beach Investment Counsel
Pennsylvania
$6.91M
VAS
1062
Valicenti Advisory Services
New York
$6.9M +$2.93M +13,150 +74%
UF
1063
Univest Financial
Pennsylvania
$6.9M +$76.6K +344 +1%
CWP
1064
CFM Wealth Partners
Texas
$6.88M +$1.56K +7 +0%
CWG
1065
Cornerstone Wealth Group
North Carolina
$6.86M +$378K +1,695 +6%
CCM
1066
Crossvault Capital Management
Texas
$6.81M -$3.24M -14,561 -32%
CT
1067
Coastline Trust
Rhode Island
$6.79M +$62.4K +280 +0.9%
BA
1068
Bristlecone Advisors
Washington
$6.78M -$107K -480 -2%
MWM
1069
Minot Wealth Management
Massachusetts
$6.78M +$39.2K +176 +0.6%
NCM
1070
Nelson Capital Management
California
$6.77M +$2.01K +9 +0%
CC
1071
Codex Capital
New York
$6.76M -$44.6K -200 -0.7%
FF
1072
Fluent Financial
Texas
$6.75M +$672K +3,016 +11%
FC
1073
Ferris Capital
Massachusetts
$6.74M +$6.52M +30,981 +2,895%
PFO
1074
Pathstone Family Office
New Jersey
$6.74M +$1.42M +6,365 +27%
CCA
1075
Covey Capital Advisors
Georgia
$6.72M +$6.72M +30,184 New