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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 %
ANB
1676
Amarillo National Bank
Texas
$2.52M +$60K +277 +2%
SFP
1677
Sandbox Financial Partners
Maryland
$2.51M +$83.9K +387 +3%
RFN
1678
RDA Financial Network
Iowa
$2.51M +$241K +1,111 +11%
AP
1679
Americana Partners
Texas
$2.49M +$671K +3,096 +37%
EN1L
1680
Engine No 1 LLC
California
$2.49M +$521K +2,403 +26%
BHWM
1681
Bar Harbor Wealth Management
New Hampshire
$2.49M -$125K -576 -5%
QCG
1682
Quadrant Capital Group
Ohio
$2.47M -$364K -1,678 -13%
PH
1683
Pinnacle Holdings
Oklahoma
$2.46M +$6.07K +28 +0.2%
KWA
1684
KCS Wealth Advisory
California
$2.46M +$149K +687 +6%
Koshinski Asset Management
1685
Koshinski Asset Management
Illinois
$2.44M -$739K -3,411 -23%
AWE
1686
Avidian Wealth Enterprises
Texas
$2.43M +$1.02M +4,697 +72%
PCMK
1687
Paragon Capital Management (Kansas)
Kansas
$2.43M -$64.6K -298 -3%
SIC
1688
SJS Investment Consulting
Ohio
$2.43M +$2.43M +11,215 New
SFPG
1689
Stonebridge Financial Planning Group
Florida
$2.43M -$79.6K -349 -3%
RIA
1690
Realta Investment Advisors
Delaware
$2.43M -$123K -568 -5%
WP
1691
WealthSource Partners
California
$2.42M -$146K -673 -6%
CWAG
1692
Compton Wealth Advisory Group
Virginia
$2.42M +$126K +583 +6%
AC
1693
Arjuna Capital
North Carolina
$2.42M -$4.33K -20 -0.2%
PCG
1694
Prosperity Consulting Group
Maryland
$2.42M +$2.42M +10,262 New
LA
1695
Latitude Advisors
Florida
$2.4M +$87.3K +403 +4%
IAS
1696
IMA Advisory Services
Colorado
$2.4M +$92.3K +426 +4%
CCG
1697
Cloverfields Capital Group
Minnesota
$2.39M +$174K +801 +8%
MIAS
1698
Mason Investment Advisory Services
Virginia
$2.39M – – –
GPA
1699
Garrison Point Advisors
California
$2.39M +$2.17K +10 +0.1%
SPFA
1700
Summit Place Financial Advisors
New Jersey
$2.39M +$272K +1,255 +13%
66 67
68
69 70