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 %
CNC
1576
Canandaigua National Corp
New York
$2.84M -$34.1K -153 -1%
AWM
1577
Aries Wealth Management
Maine
$2.84M +$59.5K +267 +2%
MFM
1578
MD Financial Management
Ontario, Canada
$2.84M +$518K +2,324 +22%
CIA
1579
Cohen Investment Advisors
New Hampshire
$2.83M +$90.7K +407 +3%
DA
1580
Doliver Advisors
Texas
$2.83M +$89.6K +402 +3%
FMBTD
1581
First Midwest Bank Trust Division
Illinois
$2.83M -$912K -4,094 -24%
DIM
1582
Delta Investment Management
California
$2.81M -$46.8K -210 -2%
AWM
1583
Avior Wealth Management
Nebraska
$2.8M +$96.7K +434 +4%
JFGIW
1584
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.8M +$46.3K +208 +2%
WWM
1585
WT Wealth Management
Arizona
$2.8M +$358K +1,606 +15%
FIS
1586
Fundsmith Investment Services
Mauritius
$2.79M +$2.67K +12 +0.1%
BRCM
1587
Bright Rock Capital Management
Massachusetts
$2.78M
EHWM
1588
Eads & Heald Wealth Management
Georgia
$2.77M +$31.6K +142 +1%
CRWM
1589
Castle Rock Wealth Management
California
$2.77M +$245K +1,110 +10%
DRS
1590
Deane Retirement Strategies
Louisiana
$2.76M -$1.23M -5,542 -31%
RIA
1591
Regal Investment Advisors
Michigan
$2.76M +$8.46K +38 +0.3%
EBT
1592
Enterprise Bank & Trust
Massachusetts
$2.75M +$57.3K +257 +2%
RMAM
1593
Raab & Moskowitz Asset Management
New Jersey
$2.75M +$6.46K +29 +0.2%
KMWM
1594
Keudell/Morrison Wealth Management
Oregon
$2.75M +$45.7K +205 +2%
DAM
1595
Derbend Asset Management
Georgia
$2.75M +$237K +1,064 +9%
VIA
1596
Vident Investment Advisory
Georgia
$2.75M +$613K +2,751 +29%
AWA
1597
Arete Wealth Advisors
Illinois
$2.74M -$262K -1,175 -9%
CFMC
1598
Curbstone Financial Management Corp
New Hampshire
$2.73M +$11.1K +50 +0.4%
TA
1599
TFG Advisers
Michigan
$2.71M -$29.2K -131 -1%
QI
1600
Qtron Investments
Massachusetts
$2.7M