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 %
ISB
1601
Iowa State Bank
Iowa
$2.7M +$102K +458 +4%
JFGLC
1602
Johnson Financial Group LLC (Colorado)
Colorado
$2.69M -$21.4K -96 -0.8%
BHWM
1603
Bar Harbor Wealth Management
New Hampshire
$2.68M -$222K -997 -8%
PCS
1604
Personal CFO Solutions
New Jersey
$2.68M +$155K +695 +6%
AA
1605
Auxano Advisors
Washington
$2.68M +$167K +748 +7%
FIM
1606
Freedom Investment Management
Connecticut
$2.68M -$57.2K -257 -2%
GCM
1607
Gables Capital Management
Florida
$2.67M -$25.6K -115 -0.9%
WA
1608
WestEnd Advisors
North Carolina
$2.67M -$2.57M
CAAS
1609
Capital Asset Advisory Services
Michigan
$2.67M +$95.3K +428 +4%
SFO
1610
Stokes Family Office
Louisiana
$2.67M -$33.2K -149 -1%
AOWM
1611
Alpha Omega Wealth Management
Virginia
$2.66M -$46.8K -210 -2%
BSB
1612
Bangor Savings Bank
Maine
$2.66M +$125K +560 +5%
TFS
1613
TrustCore Financial Services
Tennessee
$2.65M +$79.5K +357 +3%
WP
1614
WealthSource Partners
California
$2.64M +$540K +2,426 +26%
FDS
1615
Freedom Day Solutions
Texas
$2.64M -$1.78K -8 -0.1%
SCM
1616
Spreng Capital Management
Ohio
$2.64M +$3K +13 +0.1%
EWM
1617
Evermay Wealth Management
Virginia
$2.64M -$20.7K -93 -0.8%
BFS
1618
Bard Financial Services
Connecticut
$2.64M +$4.46K +20 +0.2%
MBT
1619
Montecito Bank & Trust
California
$2.63M -$28.7K -129 -1%
SW
1620
SkyOak Wealth
Michigan
$2.63M -$22.3K -100 -0.8%
RIA
1621
Realta Investment Advisors
Delaware
$2.62M +$39.9K +179 +2%
GKFF
1622
George Kaiser Family Foundation
Oklahoma
$2.62M
KPW
1623
Kore Private Wealth
New York
$2.61M +$207K +930 +9%
MCIA
1624
Mountain Capital Investment Advisors
Colorado
$2.59M -$122K -531 -5%
FCM
1625
Fortis Capital Management
Washington
$2.58M -$43.9K -197 -2%