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 %
DAM
1051
Diamant Asset Management
Connecticut
$7.15M -$105K -485 -1%
VAG
1052
VisionPoint Advisory Group
Texas
$7.11M +$753K +3,297 +12%
WFG
1053
Wills Financial Group
Virginia
$7.11M +$52.9K +244 +0.7%
JAM
1054
JCIC Asset Management
Ontario, Canada
$7.08M -$32.7K -151 -0.5%
RPC
1055
Rossmore Private Capital
Connecticut
$7.06M +$74.1K +342 +1%
CWM
1056
Chronos Wealth Management
Florida
$7.03M +$147K +678 +2%
AFWM
1057
AMJ Financial Wealth Management
Virginia
$7.02M +$1.02M +4,686 +17%
CAL
1058
Capital Analysts LLC
Pennsylvania
$7.01M +$560K +2,585 +9%
CWG
1059
Cornerstone Wealth Group
North Carolina
$7.01M +$329K +1,517 +5%
MIAN
1060
Mariner Independent Advisor Network
Kansas
$7M -$749K -3,401 -10%
MLL
1061
Moody Lynn & Lieberson
Massachusetts
$6.97M -$314K -1,450 -4%
Acadian Asset Management
1062
Acadian Asset Management
Massachusetts
$6.96M -$1.41M -6,513 -17%
RP
1063
Rice Partnership
Hawaii
$6.94M -$71.9K -332 -1%
1C
1064
1623 Capital
Virginia
$6.94M +$1.52M +7,000 +28%
ST
1065
Spinnaker Trust
Maine
$6.93M -$1.82M -8,389 -21%
MGWM
1066
Marks Group Wealth Management
Minnesota
$6.88M +$482K +2,221 +8%
BB
1067
Berkshire Bank
Massachusetts
$6.87M -$195K -901 -3%
FCT
1068
Family Capital Trust
Massachusetts
$6.86M +$78.5K +362 +1%
CWP
1069
CFM Wealth Partners
Texas
$6.85M +$2.88K +13 +0%
BWL
1070
Bogart Wealth LLC
Virginia
$6.84M +$375K +1,732 +6%
EI
1071
Ethic Inc
New York
$6.83M +$422K +1,947 +7%
UF
1072
Univest Financial
Pennsylvania
$6.83M +$119K +551 +2%
MWM
1073
Minot Wealth Management
Massachusetts
$6.8M +$203K +938 +3%
YWP
1074
YorkBridge Wealth Partners
New York
$6.8M +$283K +1,305 +4%
NCM
1075
Noesis Capital Mangement
Florida
$6.79M -$492K -2,271 -7%