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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 %
CCMG
1626
Clark Capital Management Group
Pennsylvania
$2.75M +$691K +3,189 +34%
BAM
1627
Bruderman Asset Management
New York
$2.74M -$6.46M -29,749 -70%
SWM
1628
Sugarloaf Wealth Management
Georgia
$2.73M +$310K +1,430 +13%
CI
1629
CX Institutional
Indiana
$2.72M +$266K +1,229 +11%
CFMC
1630
Curbstone Financial Management Corp
New Hampshire
$2.72M +$65K +300 +2%
DAM
1631
Derbend Asset Management
Georgia
$2.71M +$40.5K +187 +2%
EHWM
1632
Eads & Heald Wealth Management
Georgia
$2.71M +$16.3K +75 +0.6%
WAM
1633
Watershed Asset Management
California
$2.71M +$2.71M +12,500 New
PWS
1634
Peterson Wealth Services
Utah
$2.71M +$2.71M +12,490 New
PCMC
1635
Private Capital Management (Colorado)
Colorado
$2.7M +$382K +1,763 +17%
AWA
1636
Arete Wealth Advisors
Illinois
$2.69M -$20.7K -94 -0.8%
MSU
1637
Mizuho Securities USA
New York
$2.68M -$350K -1,617 -12%
AA
1638
Auxano Advisors
Washington
$2.68M +$71.3K +329 +3%
DSC
1639
Duncker Streett & Co
Missouri
$2.68M -$204K -942 -7%
BSB
1640
Bangor Savings Bank
Maine
$2.67M +$88K +406 +3%
GSWM
1641
Golden State Wealth Management
California
$2.67M +$774K +3,570 +41%
FDS
1642
Freedom Day Solutions
Texas
$2.67M +$96.4K +445 +4%
VCA
1643
Verdence Capital Advisors
Maryland
$2.67M +$254K +1,173 +11%
GMA
1644
Glassy Mountain Advisors
Maryland
$2.66M +$2.66M +12,280 New
GPFA
1645
Game Plan Financial Advisors
Ohio
$2.66M -$1.86M -8,584 -41%
BAM
1646
Blueshift Asset Management
New Jersey
$2.65M -$9.67M -44,606 -78%
IAIM
1647
International Assets Investment Management
Florida
$2.64M -$2.23M -10,273 -46%
QI
1648
Qtron Investments
Massachusetts
$2.62M – – –
FMBTD
1649
First Midwest Bank Trust Division
Illinois
$2.62M -$128K -593 -5%
WA
1650
Wambolt & Associates
Colorado
$2.62M +$413K +1,904 +19%
64 65
66
67 68