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 %
SWP
1701
Strategic Wealth Partners
Ohio
$2.23M +$426K +1,914 +24%
CANY
1702
Caxton Associates (New York)
New York
$2.23M +$2.23M +10,000 New
MFS
1703
Monetta Financial Services
Illinois
$2.23M -$1.11M -5,000 -33%
MG
1704
Mather Group
Illinois
$2.23M +$79.8K +358 +4%
BS
1705
Boenning & Scattergood
Pennsylvania
$2.22M +$8.02K +36 +0.4%
NL
1706
NVWM LLC
Pennsylvania
$2.22M -$640K -2,872 -22%
MCC
1707
Malaga Cove Capital
California
$2.22M +$104K +466 +5%
CWM
1708
Cornerstone Wealth Management
Missouri
$2.21M +$10.5K +47 +0.5%
ACM
1709
AlphaStar Capital Management
North Carolina
$2.21M +$1.26M +5,474 +132%
Wealth Enhancement Advisory Services
1710
Wealth Enhancement Advisory Services
Minnesota
$2.21M +$462K +1,995 +26%
JCM
1711
Jacobsen Capital Management
Utah
$2.2M +$67.3K +302 +3%
LD
1712
Lipe & Dalton
New York
$2.2M -$44.6K -200 -2%
PHIMC
1713
Private Harbour Investment Management & Counsel
Ohio
$2.19M -$21.2K -95 -1%
HCM
1714
Hollencrest Capital Management
California
$2.18M +$282K +1,265 +15%
KC
1715
Kingfisher Capital
North Carolina
$2.18M +$43.9K +197 +2%
TNAM
1716
Terra Nova Asset Management
New York
$2.18M +$79.7K +358 +4%
HDIM
1717
Hanson & Doremus Investment Management
Vermont
$2.18M +$530K +2,378 +32%
SPFA
1718
Summit Place Financial Advisors
New Jersey
$2.17M +$26.7K +120 +1%
AIM
1719
Acropolis Investment Management
Missouri
$2.17M -$3.69K -17 -0.2%
HCA
1720
Horan Capital Advisors
Ohio
$2.16M +$53.9K +242 +3%
AWAG
1721
ARS Wealth Advisors Group
Florida
$2.16M +$2.16M +9,695 New
HCCM
1722
Hudson Canyon Capital Management
New York
$2.16M -$80.9K -363 -4%
FWM
1723
ForthRight Wealth Management
Georgia
$2.15M
SHWM
1724
Silicon Hills Wealth Management
Texas
$2.15M -$1.78K -8 -0.1%
EWG
1725
Executive Wealth Group
Washington
$2.14M +$223 +1 +0%