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 %
VCM
1201
Virtue Capital Management
Tennessee
$5.37M -$81.3K -365 -1%
FA
1202
FMA Advisory
Pennsylvania
$5.36M -$133K -595 -2%
CAM
1203
Carret Asset Management
New York
$5.36M -$69.3K -311 -1%
SCA
1204
Sander Capital Advisors
Washington
$5.35M -$1.17M -5,256 -18%
ACA
1205
Atlas Capital Advisors
Wyoming
$5.35M -$267K -1,200 -5%
S
1206
SimplyRich
California
$5.34M +$11.1K +50 +0.2%
PDN
1207
Pensionfund DSM Netherlands
Netherlands
$5.32M -$3.12M -14,000 -37%
AWP
1208
Ascent Wealth Partners
New York
$5.31M +$76.8K +345 +1%
OCM
1209
One Capital Management
California
$5.29M +$315K +1,413 +6%
CA
1210
Cornerstone Advisory
Maryland
$5.29M +$289K +1,295 +6%
SFP
1211
Shepherd Financial Partners
Massachusetts
$5.28M -$223 -1 -0%
RIM
1212
Reliant Investment Management
Tennessee
$5.27M -$197K -885 -4%
HH
1213
Hilltop Holdings
Texas
$5.27M +$542K +2,434 +11%
CA
1214
Cullinan Associates
Kentucky
$5.26M +$2.32M +10,405 +79%
GW
1215
GW & Wade
Massachusetts
$5.26M +$216K +968 +4%
CCM
1216
Coldstream Capital Management
Washington
$5.25M -$36K -180 -0.7%
SC
1217
Sawyer & Company
Massachusetts
$5.25M -$13.4K -60 -0.3%
FNB
1218
Farmers National Bank
Kentucky
$5.22M +$5.22M +23,886 New
CIG
1219
Consolidated Investment Group
Colorado
$5.21M
TCA
1220
Transcend Capital Advisors
New Jersey
$5.17M +$5.17M +22,304 New
PGAM
1221
Princeton Global Asset Management
New Jersey
$5.16M -$86.7K -389 -2%
KCPG
1222
Kavar Capital Partners Group
Kansas
$5.16M +$98K +440 +2%
PCM
1223
Poehling Capital Management
Wisconsin
$5.15M -$157K -706 -3%
CF
1224
Centaurus Financial
California
$5.13M +$52.8K +237 +1%
TLP
1225
Trinity Legacy Partners
Texas
$5.13M +$116K +523 +2%