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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 %
PIG
1751
Pantheon Investment Group
California
$2.2M +$128K +595 +6%
CIC
1752
Chase Investment Counsel
Virginia
$2.2M -$923K -4,262 -30%
NL
1753
NVWM LLC
Pennsylvania
$2.2M +$37.7K +174 +2%
HDIM
1754
Hanson & Doremus Investment Management
Vermont
$2.2M +$81.1K +374 +4%
NHC
1755
Nicholas Hoffman & Company
Georgia
$2.2M -$177K -819 -7%
PFA
1756
Peak Financial Advisors
Colorado
$2.18M +$2.18M +10,070 New
JCM
1757
Jacobsen Capital Management
Utah
$2.18M +$34.2K +158 +2%
ACM
1758
Ascendant Capital Management
California
$2.17M +$325K +1,500 +18%
VIA
1759
Vantis Investment Advisers
Florida
$2.17M +$2.17M +10,000 New
AP
1760
Atlas Principals
North Carolina
$2.17M +$2.17M +10,000 New
OIS
1761
Okabena Investment Services
Minnesota
$2.16M +$502K +2,317 +30%
TFS
1762
TrustCore Financial Services
Tennessee
$2.15M -$426K -1,965 -17%
IC
1763
Inscription Capital
Texas
$2.15M +$93K +429 +5%
OAM
1764
Occidental Asset Management
California
$2.14M +$148K +684 +7%
PHIMC
1765
Private Harbour Investment Management & Counsel
Ohio
$2.14M +$6.29K +29 +0.3%
BS
1766
Boenning & Scattergood
Pennsylvania
$2.13M -$33.4K -154 -2%
EGM
1767
Engineers Gate Manager
New York
$2.13M -$1.4M -6,451 -40%
MMH
1768
Menora Mivtachim Holdings
Israel
$2.12M -$325K -1,500 -13%
HAIM
1769
Hunter Associates Investment Management
Pennsylvania
$2.12M -$217K -1,000 -9%
QCM
1770
Quantinno Capital Management
New York
$2.12M +$2.12M +9,793 New
RPCONE
1771
Retirement Planning Company of New England
Rhode Island
$2.12M +$2.12M +9,782 New
CA
1772
CV Advisors
Florida
$2.1M +$2.1M +9,679 New
AIM
1773
Acropolis Investment Management
Missouri
$2.1M -$69.6K -321 -3%
KWM
1774
Keebeck Wealth Management
Illinois
$2.1M +$123K +569 +6%
MFGM
1775
Marshall Financial Group (Maryland)
Maryland
$2.1M +$474K +2,186 +29%
69 70
71
72 73