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 %
NAMP
1801
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.82M +$13.4K +60 +0.7%
CI
1802
Cavalier Investments
Georgia
$1.82M +$431K +1,935 +31%
BHTS
1803
Bar Harbor Trust Services
Maine
$1.82M +$92.4K +415 +5%
HEIP
1804
Hudson Edge Investment Partners
New Jersey
$1.81M -$39K -175 -2%
CCM
1805
Cox Capital Management
Massachusetts
$1.81M +$86.4K +388 +5%
UAML
1806
US Asset Management LLC
Pennsylvania
$1.81M +$1.81M +8,113 New
EGA
1807
E&G Advisors
Texas
$1.79M +$1.79M +8,038 New
WSCM
1808
Wellington Shields Capital Management
New York
$1.79M +$90.7K +407 +5%
RCM
1809
Radnor Capital Management
Pennsylvania
$1.79M +$1.79M +8,025 New
AC
1810
Avestar Capital
New York
$1.79M -$101K -454 -5%
FFS
1811
Founders Financial Securities
Maryland
$1.78M +$81.8K +367 +5%
MFG
1812
Merit Financial Group
Georgia
$1.78M +$15.6K +70 +0.9%
PMFA
1813
Plante Moran Financial Advisors
Michigan
$1.78M -$281K -1,260 -14%
SLF
1814
Sun Life Financial
Ontario, Canada
$1.78M +$417K +1,875 +31%
SI
1815
Scharf Investments
California
$1.77M +$295K +1,322 +20%
ARMT
1816
Amica Retiree Medical Trust
Rhode Island
$1.77M -$622K -2,791 -26%
DC
1817
DeDora Capital
California
$1.76M +$45.9K +206 +3%
AWS
1818
AJ Wealth Strategies
New York
$1.76M +$52.8K +237 +3%
PSP
1819
Principal Street Partners
Tennessee
$1.76M -$449K -2,015 -20%
HIC
1820
Harvey Investment Company
Kentucky
$1.75M +$1.11M +5,000 +174%
AAM
1821
Ascension Asset Management
New York
$1.75M
BOPW
1822
Brandywine Oak Private Wealth
Pennsylvania
$1.74M -$45K -202 -3%
CPC
1823
Congress Park Capital
New York
$1.73M -$55.7K -250 -3%
GWM
1824
Gray Wealth Management
Maine
$1.72M -$11.8K -53 -0.7%
FHC
1825
First Heartland Consultants
Missouri
$1.72M +$35.6K +160 +2%