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 %
PTC
1326
Private Trust Company
Ohio
$4.26M +$867K +3,894 +26%
SCI
1327
Stableford Capital II
Arizona
$4.25M +$4.73K +21 +0.1%
KOCAA
1328
Knights of Columbus Asset Advisors
Connecticut
$4.24M +$349K +1,568 +9%
ANTB
1329
AMG National Trust Bank
Colorado
$4.24M -$4.01K -18 -0.1%
M
1330
Mirova
France
$4.23M
FWM
1331
Frontier Wealth Management
Missouri
$4.22M +$12K +54 +0.3%
CWA
1332
Clarity Wealth Advisors
California
$4.22M +$158K +709 +4%
HFM
1333
Hartford Financial Management
Connecticut
$4.22M -$53.5K -240 -1%
AWM
1334
Altium Wealth Management
New York
$4.21M -$52.8K -237 -1%
FPS
1335
Fieldpoint Private Securities
Connecticut
$4.19M -$6.24K -28 -0.1%
BP
1336
Ballentine Partners
Massachusetts
$4.19M +$78.6K +353 +2%
S
1337
swisspartners
Liechtenstein
$4.18M -$56.1K -252 -1%
RCM
1338
RB Capital Management
Nevada
$4.18M +$80K +359 +2%
FMTC
1339
Farmers & Merchants Trust Company
California
$4.15M +$597K +2,682 +17%
MFW
1340
Meristem Family Wealth
Minnesota
$4.14M +$1.13M +5,055 +37%
WR
1341
WD Rutherford
Oregon
$4.13M +$56.8K +255 +1%
ISWM
1342
Independent Solutions Wealth Management
New York
$4.13M -$223 -1 -0%
HIM
1343
Hotaling Investment Management
Pennsylvania
$4.12M +$67.9K +305 +2%
AFC
1344
AFT Forsyth & Company
Florida
$4.12M +$47.9K +215 +1%
FCM
1345
Fairbanks Capital Management
California
$4.12M -$8.46K -38 -0.2%
GIA
1346
GHP Investment Advisors
Colorado
$4.11M +$4.46K +20 +0.1%
SAM
1347
SP Asset Management
California
$4.1M +$48.3K +224 +1%
ACM
1348
Arthedge Capital Management
New York
$4.1M
MCCP
1349
Mission Creek Capital Partners
California
$4.1M +$18.3K +82 +0.4%
Wolverine Trading
1350
Wolverine Trading
Illinois
$4.09M +$3.29M +14,536 +417%