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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 %
GWM
1726
GDS Wealth Management
Texas
$2.3M +$2.3M +10,596 New
FPAS
1727
Focus Partners Advisor Solutions
Missouri
$2.3M +$2.3M +10,591 New
RCA
1728
Riverview Capital Advisers
Massachusetts
$2.29M +$2.29M +10,583 New
WSC
1729
Wellington Shields & Co
New York
$2.29M +$476K +2,198 +26%
AFG
1730
Alterity Financial Group
Maine
$2.29M +$2.29M +10,576 New
AGP
1731
Autumn Glory Partners
Texas
$2.29M +$2.29M +10,563 New
CAWM
1732
Capital Advisors Wealth Management
Washington
$2.29M +$9.75K +45 +0.4%
DL
1733
DOHJ LLC
Washington
$2.28M -$91K -420 -4%
NFG
1734
Northeast Financial Group
Pennsylvania
$2.28M +$6.72K +31 +0.3%
MSFP
1735
Mark Sheptoff Financial Planning
Connecticut
$2.28M +$91.7K +423 +4%
TA
1736
Townsend & Associates
Colorado
$2.28M +$11.8K +55 +0.5%
GFP
1737
Gryphon Financial Partners
Ohio
$2.28M +$81.7K +377 +4%
TWM
1738
Tolleson Wealth Management
Texas
$2.27M – – –
1IA
1739
1834 Investment Advisors
Wisconsin
$2.27M +$193K +893 +9%
BFG
1740
Beacon Financial Group
Texas
$2.26M +$51.2K +231 +2%
PAG
1741
Private Advisory Group
Washington
$2.25M +$174K +802 +8%
HAC
1742
Harbor Advisory Corp
New Hampshire
$2.25M – – –
1WA
1743
180 Wealth Advisors
Washington
$2.24M +$57.7K +280 +3%
MCC
1744
Malaga Cove Capital
California
$2.24M +$75.8K +350 +4%
AWA
1745
Aaron Wealth Advisors
Illinois
$2.24M +$252K +1,163 +13%
SWP
1746
Strategic Wealth Partners
Ohio
$2.23M +$63.1K +291 +3%
JFGIW
1747
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.23M -$492K -2,269 -18%
KC
1748
Kingfisher Capital
North Carolina
$2.22M +$101K +464 +5%
PTP
1749
Platform Technology Partners
New York
$2.21M +$173K +798 +8%
First Eagle Investment Management
1750
First Eagle Investment Management
New York
$2.21M -$69.1K -319 -3%
68 69
70
71 72