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 %
RIL
1101
Rothschild Investment LLC
Illinois
$6.56M -$492K -2,210 -7%
MGWM
1102
Marks Group Wealth Management
Minnesota
$6.55M +$694K +3,122 +12%
HCA
1103
Harbour Capital Advisors
Virginia
$6.53M +$133K +598 +2%
WCM
1104
Whitener Capital Management
North Carolina
$6.51M +$19.2K +88 +0.3%
IA
1105
IndexIQ Advisors
New York
$6.5M +$301K +1,353 +5%
LG
1106
Leuthold Group
Minnesota
$6.45M +$18.3K +82 +0.3%
FCBT
1107
First Citizens Bank & Trust
North Carolina
$6.45M -$7.8K -35 -0.1%
CHC
1108
City Holding Co
West Virginia
$6.45M +$102K +459 +2%
DBT
1109
Dubuque Bank & Trust
Iowa
$6.45M -$337K -1,515 -5%
MYLI
1110
Meiji Yasuda Life Insurance
Japan
$6.44M -$110K -492 -2%
CA
1111
Clearstead Advisors
Ohio
$6.43M +$132K +591 +2%
HAG
1112
HighPoint Advisor Group
Illinois
$6.41M +$672K +3,017 +12%
AMM
1113
American Money Management
California
$6.41M +$397K +1,781 +7%
GT
1114
Glenview Trust
Kentucky
$6.39M -$221K -990 -3%
TIAM
1115
TT International Asset Management
United Kingdom
$6.39M -$2.3M -10,311 -26%
GC
1116
GFG Capital
Florida
$6.38M +$521K +2,340 +9%
IWA
1117
IBEX Wealth Advisors
New Jersey
$6.38M -$1.33M -5,967 -17%
AWM
1118
Apollon Wealth Management
South Carolina
$6.35M +$1.93M +8,659 +44%
CC
1119
Cannell & Co
New York
$6.32M -$65.9K -296 -1%
WAS
1120
Winch Advisory Services
Wisconsin
$6.31M -$22.7K -102 -0.4%
XWM
1121
Xcel Wealth Management
Florida
$6.31M
MAFM
1122
Mid Atlantic Financial Management
Pennsylvania
$6.31M -$40.5K -182 -0.6%
SW
1123
SlateStone Wealth
Florida
$6.31M +$251K +1,125 +4%
HFA
1124
HC Financial Advisors
California
$6.3M +$595K +2,672 +10%
DBG
1125
De Burlo Group
Massachusetts
$6.29M -$10M -44,983 -61%