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 %
WWM
1551
Wolff Wiese Magana
California
$2.97M +$363K +1,629 +14%
CFA
1552
Carroll Financial Associates
North Carolina
$2.96M +$15.4K +69 +0.5%
DSC
1553
Duncker Streett & Co
Missouri
$2.96M -$131K -589 -4%
GLA
1554
Good Life Advisors
Pennsylvania
$2.95M +$1.46M +6,556 +98%
CIP
1555
Chartwell Investment Partners
Pennsylvania
$2.94M +$161K +724 +6%
BWAM
1556
Boyd Watterson Asset Management
Ohio
$2.94M +$46.8K +210 +2%
CCM
1557
Compton Capital Management
Rhode Island
$2.94M -$62.4K -280 -2%
RCAG
1558
Rehmann Capital Advisory Group
Michigan
$2.93M +$28.5K +128 +1%
BCA
1559
Berman Capital Advisors
Georgia
$2.93M +$490K +2,201 +20%
HA
1560
Hamel Associates
New Jersey
$2.93M -$22.3K -100 -0.8%
UAM
1561
Unison Asset Management
Florida
$2.92M -$8.69K -39 -0.3%
EA
1562
Ellsworth Advisors
Ohio
$2.92M +$25.6K +115 +0.9%
QCG
1563
Quadrant Capital Group
Ohio
$2.91M +$374K +1,681 +15%
MF
1564
Manchester Financial
California
$2.91M +$3.56K +16 +0.1%
WA
1565
WBH Advisory
Maryland
$2.91M -$88K -395 -3%
TC
1566
Tsai Capital
New York
$2.91M +$213K +957 +8%
BPM
1567
Bowling Portfolio Management
Ohio
$2.91M -$16K -72 -0.5%
TSWM
1568
Triangle Securities Wealth Management
North Carolina
$2.9M -$620K -2,783 -18%
VFA
1569
Voya Financial Advisors
Connecticut
$2.9M +$37.2K +164 +1%
GWM
1570
Graybill Wealth Management
Illinois
$2.89M +$75.5K +339 +3%
CAM
1571
Cubic Asset Management
Massachusetts
$2.88M -$11.1K -50 -0.4%
SCA
1572
Strategic Capital Advisers
Colorado
$2.87M +$283K +1,272 +11%
CW
1573
CreativeOne Wealth
Kansas
$2.87M +$196K +865 +7%
RCA
1574
Resonant Capital Advisors
Wisconsin
$2.85M +$281K +1,260 +11%
AO
1575
Advisor OS
Illinois
$2.84M -$66.6K -299 -2%