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 %
CWM
1101
Concentric Wealth Management
California
$6.53M +$87.6K +404 +1%
CA
1102
Clearstead Advisors
Ohio
$6.52M +$267K +1,234 +4%
SAM
1103
Stenahm Asset Management
Guernsey
$6.5M -$3.68M -17,000 -36%
RIL
1104
Rothschild Investment LLC
Illinois
$6.47M +$89.9K +415 +1%
BIC
1105
Beach Investment Counsel
Pennsylvania
$6.47M -$249K -1,150 -4%
TCM
1106
Twin Capital Management
Pennsylvania
$6.46M -$342K -1,577 -5%
GFA
1107
Gifford Fong Associates
California
$6.46M
HFA
1108
HC Financial Advisors
California
$6.46M +$327K +1,509 +5%
HCA
1109
Harbour Capital Advisors
Virginia
$6.45M +$95.6K +441 +2%
Wealth Enhancement Advisory Services
1110
Wealth Enhancement Advisory Services
Minnesota
$6.45M +$4.26M +18,514 +194%
CT
1111
Coastline Trust
Rhode Island
$6.45M -$159K -735 -2%
AMM
1112
American Money Management
California
$6.44M +$198K +913 +3%
PCTC
1113
Perkins Coie Trust Company
Washington
$6.44M +$485K +2,238 +8%
CHC
1114
City Holding Co
West Virginia
$6.43M +$175K +811 +3%
MA
1115
MUFG Americas
New York
$6.43M +$415K +1,917 +7%
HKAM
1116
Horizon Kinetics Asset Management
New York
$6.41M -$1.52K -7 -0%
PFS
1117
Prospera Financial Services
Texas
$6.41M +$762K +3,514 +14%
FTDI
1118
First Trust Direct Indexing
Massachusetts
$6.4M -$92.1K -425 -1%
TAM
1119
Townsend Asset Management
North Carolina
$6.38M +$312K +1,440 +5%
CPA
1120
Capital Planning Advisors
California
$6.36M -$27.3K -126 -0.4%
SAM
1121
Sabadell Asset Management
Spain
$6.31M -$2.97M -13,837 -32%
SS
1122
Simplicity Solutions
Minnesota
$6.3M +$2.75M +12,685 +77%
P
1123
Pitcairn
Pennsylvania
$6.3M -$80.4K -371 -1%
S
1124
SignatureFD
Georgia
$6.27M +$469K +2,162 +8%
SFP
1125
Shepherd Financial Partners
Massachusetts
$6.27M +$1.14M +5,235 +22%