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 %
IFWM
1526
Institute for Wealth Management
Colorado
$3.11M +$124K +558 +4%
FRA
1527
Front Row Advisors
California
$3.11M +$43.2K +194 +1%
SC
1528
Solstein Capital
California
$3.09M +$1.99M +8,944 +181%
PGIM
1529
Pacific Global Investment Management
California
$3.08M -$41.7K -187 -1%
AF
1530
Allworth Financial
California
$3.08M +$1.01M +4,515 +49%
NFG
1531
Next Financial Group
Texas
$3.07M +$339K +1,520 +12%
BDF
1532
Balasa Dinverno & Foltz
$3.07M +$75.3K +338 +3%
QFA
1533
Quattro Financial Advisors
Texas
$3.06M +$81.5K +351 +3%
PWPS
1534
Pinnacle Wealth Planning Services
Ohio
$3.06M +$3.06M +13,729 New
MWM
1535
Mattern Wealth Management
Kansas
$3.05M +$53.7K +241 +2%
SP
1536
Symmetry Partners
Connecticut
$3.05M -$198K -885 -6%
SIAG
1537
Signet Investment Advisory Group
Rhode Island
$3.03M +$1.14M +5,102 +60%
ANRIA
1538
American National Registered Investment Advisor
Texas
$3.03M -$9.36K -42 -0.3%
Boston Partners
1539
Boston Partners
Massachusetts
$3.03M
SOAMC
1540
Spirit of America Management Corp
New York
$3.03M -$200K -900 -6%
CPA
1541
Clear Perspective Advisors
Illinois
$3.03M -$71.5K -321 -2%
JWCA
1542
J.W. Cole Advisors
Florida
$3.02M +$192K +860 +7%
CWM
1543
Centric Wealth Management
Illinois
$3.02M +$23.4K +105 +0.8%
HAI
1544
Hennessy Advisors Inc
California
$3.01M -$200K -900 -6%
MCM
1545
MV Capital Management
Maryland
$3M +$175K +786 +6%
BFA
1546
Brendel Financial Advisors
New Hampshire
$2.99M +$676K +3,034 +29%
AIC
1547
Argus Investors Counsel
New York
$2.99M -$1.7M -7,623 -36%
KFP
1548
KMG Fiduciary Partners
Ohio
$2.99M +$46.8K +210 +2%
HIM
1549
HawsGoodwin Investment Management
Tennessee
$2.97M +$27.4K +123 +0.9%
SWA
1550
SFMG Wealth Advisors
Texas
$2.97M +$480K +2,154 +19%