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Visa
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Overview Fund Activity

3,264 hedge funds and large institutions have $335B invested in Visa in 2021 Q4 according to their latest regulatory filings, with 430 funds opening new positions, 1,438 increasing their positions, 1,117 reducing their positions, and 159 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,264
Holders Change
+224
Holders Change %
+7.37%
% of All Funds
50.41%
Holding in Top 10
323
Holding in Top 10 Change
-86
Holding in Top 10 Change %
-21.03%
% of All Funds
4.99%
New
430
Increased
1,438
Reduced
1,117
Closed
159
Calls
$6.69B
Puts
$6.19B
Net Calls
+$507M
Net Calls Change
-$437M

Top Buyers

1
LPC
Lone Pine Capital
Connecticut
+$1.05B
2
GQG Partners
GQG Partners
Florida
+$773M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$715M
4
GIM
Generation Investment Management
United Kingdom
+$695M
5
TCI Fund Management
TCI Fund Management
United Kingdom
+$684M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$4.3B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$2.05B
3
Jennison Associates
Jennison Associates
New York
-$804M
4
Wells Fargo
Wells Fargo
California
-$712M
5
Fisher Asset Management
Fisher Asset Management
Washington
-$615M
Name Holding Trade Value Shares
Change 		Shares
Change %
T
1601
TCWP
Ohio
$2.84M +$2.84M +13,127 New
AWM
1602
Aries Wealth Management
Maine
$2.84M +$80.2K +370 +3%
HPWM
1603
High Pines Wealth Management
Massachusetts
$2.83M -$771K -3,556 -21%
PCS
1604
Personal CFO Solutions
New Jersey
$2.82M +$211K +974 +8%
GWM
1605
Graybill Wealth Management
Illinois
$2.82M +$7.58K +35 +0.3%
AssetMark Inc
1606
AssetMark Inc
California
$2.82M +$1.17M +5,385 +71%
OWP
1607
Obermeyer Wealth Partners
Colorado
$2.81M -$652K -3,010 -19%
SFO
1608
Stokes Family Office
Louisiana
$2.81M +$215K +992 +8%
EAM
1609
EFG Asset Management
Oregon
$2.81M +$2.81M +12,955 New
MFM
1610
MD Financial Management
Ontario, Canada
$2.8M +$39.9K +184 +1%
HIM
1611
HawsGoodwin Investment Management
Tennessee
$2.8M -$97.5K -450 -3%
KMWM
1612
Keudell/Morrison Wealth Management
Oregon
$2.79M +$121K +560 +5%
SCA
1613
Strategic Capital Advisers
Colorado
$2.79M -$9.1K -42 -0.3%
EBT
1614
Enterprise Bank & Trust
Massachusetts
$2.79M +$108K +499 +4%
FNBSF
1615
First National Bank Sioux Falls
South Dakota
$2.78M +$1.88M +8,668 +208%
BDF
1616
Balasa Dinverno & Foltz
$2.78M -$212K -976 -7%
BPM
1617
Bowling Portfolio Management
Ohio
$2.78M -$51.6K -238 -2%
MPM
1618
MBB Public Markets
Illinois
$2.77M +$2.77M +12,777 New
CIA
1619
Cohen Investment Advisors
New Hampshire
$2.77M +$11.7K +54 +0.4%
CAM
1620
Cubic Asset Management
Massachusetts
$2.77M -$29.9K -138 -1%
RCAG
1621
Rehmann Capital Advisory Group
Michigan
$2.77M -$86.3K -398 -3%
MCIA
1622
Mountain Capital Investment Advisors
Colorado
$2.76M +$354K +1,649 +15%
FANJ
1623
Financial Architects (New Jersey)
New Jersey
$2.76M +$251K +1,160 +10%
IIA
1624
IPG Investment Advisors
California
$2.75M +$1.29M +5,959 +89%
EA
1625
Ellsworth Advisors
Ohio
$2.75M -$96.4K -445 -3%
63 64
65
66 67