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 %
MWM
1351
Madison Wealth Management
Ohio
$4.08M +$4.9K +22 +0.1%
AAMA
1352
Advanced Asset Management Advisors
Ohio
$4.08M
FAIM
1353
Financial Advocates Investment Management
Washington
$4.08M -$1.06M -4,745 -21%
PVH
1354
Psagot Value Holdings
Israel
$4.06M -$30.4M -136,634 -88%
RWM
1355
Ritholtz Wealth Management
New York
$4.05M -$190K -852 -4%
TAMH
1356
Taikang Asset Management (HK)
Hong Kong
$4.05M
SW
1357
StrongBox Wealth
Missouri
$4.05M +$54.8K +246 +1%
EFM
1358
E Fund Management
China
$4.05M +$4.05M +18,175 New
BST
1359
Bath Savings Trust
Maine
$4.05M +$129K +577 +3%
IRAG
1360
Investment Research & Advisory Group
Georgia
$4.03M +$5.37K +24 +0.1%
CIM
1361
Corbyn Investment Management
Maryland
$4.03M -$9.58K -43 -0.2%
PT
1362
Plimoth Trust
Massachusetts
$4.03M +$167K +749 +4%
WDA
1363
Wendell David Associates
New Hampshire
$4.02M +$107K +479 +3%
UCMOK
1364
United Capital Management of KS
Kansas
$4.02M +$268K +1,203 +7%
SACTSONJ
1365
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$4.01M
KTM
1366
Keeler Thomas Management
Utah
$4M +$328K +1,472 +9%
HI
1367
Horizon Investments
North Carolina
$3.99M -$1.26M -5,662 -24%
WPW
1368
Waldron Private Wealth
Pennsylvania
$3.99M +$496K +2,227 +14%
ACM
1369
Alpha Capital Management
Texas
$3.98M +$20.9K +94 +0.5%
JAG
1370
Journey Advisory Group
Kentucky
$3.97M +$48.6K +218 +1%
BFA
1371
Benedict Financial Advisors
Georgia
$3.97M +$4.9K +22 +0.1%
WSTAM
1372
Wilbanks Smith & Thomas Asset Management
Virginia
$3.97M +$6.02K +27 +0.2%
OMC
1373
Overbrook Management Corp
New York
$3.97M -$891K -4,002 -18%
DPIM
1374
Duff & Phelps Investment Management
Illinois
$3.97M -$91.8K -412 -2%
TCOK
1375
Trust Company of Kansas
Kansas
$3.96M -$92.2K -414 -2%