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 %
ECM
1126
Evergreen Capital Management
Washington
$6.26M +$3.18M +14,691 +103%
FFWA
1127
FRG Family Wealth Advisors
Washington
$6.25M -$166K -767 -3%
DI
1128
Diligent Investors
California
$6.23M +$4.33K +20 +0.1%
CC
1129
Criteria Caixa
Spain
$6.22M +$6.22M +287 New
EFS
1130
Essex Financial Services
Connecticut
$6.18M -$302K -1,392 -5%
IA
1131
IndexIQ Advisors
New York
$6.18M -$146K -676 -2%
RC
1132
Roundview Capital
New Jersey
$6.16M +$648K +2,988 +12%
XWM
1133
Xcel Wealth Management
Florida
$6.15M +$11.7K +54 +0.2%
GGS
1134
Galvin Gaustad & Stein
Arizona
$6.15M +$48.1K +222 +0.8%
WAS
1135
Winch Advisory Services
Wisconsin
$6.14M +$2.82K +13 +0%
AA
1136
Ancora Advisors
Ohio
$6.14M +$43.8K +202 +0.7%
CIG
1137
Consolidated Investment Group
Colorado
$6.13M +$1.06M +4,900 +21%
LG
1138
Leuthold Group
Minnesota
$6.13M -$148K -681 -2%
CC
1139
Cannell & Co
New York
$6.12M -$28.2K -130 -0.5%
CC
1140
Codex Capital
New York
$6.11M -$432K -2,000 -7%
IRF
1141
IBM Retirement Fund
New York
$6.11M -$4.25M -19,601 -41%
GIA
1142
Gladstone Institutional Advisory
Florida
$6.1M +$456K +2,103 +8%
NPAM
1143
Noble Path Asset Management
New York
$6.1M +$6.1M +28,131 New
ECML
1144
Eagle Capital Management (Louisiana)
Louisiana
$6.08M +$106K +491 +2%
BCM
1145
Buckhead Capital Management
Georgia
$6.07M +$267K +1,232 +5%
ATI
1146
Act Two Investors
California
$6.06M -$18.2K -84 -0.3%
SW
1147
SlateStone Wealth
Florida
$6.06M -$75.2K -347 -1%
NFG
1148
Nations Financial Group
Iowa
$6.05M +$1.36M +6,269 +29%
EW
1149
Evoke Wealth
California
$6.03M +$61.6K +298 +1%
GCM
1150
Gladius Capital Management
Illinois
$6.03M +$6.03M +27,798 New