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 %
IWM
1301
IHT Wealth Management
Illinois
$4.42M -$1.11M -4,981 -20%
ADL
1302
Asset Dedication LLC
California
$4.41M +$140K +631 +3%
KI
1303
Kapitalo Investimentos
Brazil
$4.41M -$24.5K -110 -0.6%
LSPW
1304
Lake Street Private Wealth
Illinois
$4.4M -$286K -1,284 -6%
JSC
1305
Jackson Square Capital
California
$4.4M -$668 -3 -0%
WA
1306
Winfield Associates
Ohio
$4.39M -$1.31M -5,874 -23%
HWM
1307
Hohimer Wealth Management
Washington
$4.38M -$182K -815 -4%
NIMI
1308
Natixis Investment Managers International
France
$4.38M -$137K -616 -3%
ZB
1309
Zions Bancorporation
Utah
$4.38M +$149K +670 +4%
CCG
1310
Ceeto Capital Group
Florida
$4.38M -$11.1K -50 -0.3%
SXL
1311
Summit X LLC
Missouri
$4.36M -$132K -592 -3%
SC
1312
Scholtz & Company
Connecticut
$4.36M +$61.7K +277 +1%
BKA
1313
Brick & Kyle Associates
Pennsylvania
$4.35M -$899 -4 -0%
TVWM
1314
Tower View Wealth Management
Wisconsin
$4.33M -$87.8K -394 -2%
BEC
1315
Blue Edge Capital
Virginia
$4.33M -$35.6K -160 -0.8%
TIM
1316
Thompson Investment Management
Wisconsin
$4.31M +$28.1K +126 +0.7%
HAS
1317
HBW Advisory Services
California
$4.3M +$20.5K +92 +0.5%
SFA
1318
Souders Financial Advisors
Ohio
$4.3M +$195K +875 +5%
SWM
1319
SeaCrest Wealth Management
New York
$4.28M -$56.8K -255 -1%
PCIA
1320
Prime Capital Investment Advisors
Kansas
$4.28M +$519K +2,329 +14%
HIIFS
1321
Harel Insurance Investments & Financial Services
Israel
$4.28M +$2.57M +11,557 +151%
BAS
1322
Brown Advisory Securities
Maryland
$4.27M -$5.58M -25,020 -57%
ZCA
1323
Zeke Capital Advisors
Pennsylvania
$4.27M +$125K +559 +3%
RA
1324
Rational Advisors
New York
$4.26M -$601K -2,700 -12%
MKA
1325
M. Kulyk & Associates
Georgia
$4.26M +$290K +1,300 +7%