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 %
OFS
1826
Orrstown Financial Services
Pennsylvania
$1.72M +$2K +9 +0.1%
WA
1827
Wealth Alliance
New York
$1.71M -$29K -130 -2%
IP
1828
Investment Partners
Ohio
$1.71M -$92K -413 -5%
IF
1829
Intrua Financial
Texas
$1.71M +$135K +627 +9%
SMC
1830
Smith, Moore & Co
Missouri
$1.71M +$6.46K +29 +0.4%
BG
1831
Bollard Group
Massachusetts
$1.71M +$447K +2,008 +36%
LPIC
1832
LeJeune Puetz Investment Counsel
Michigan
$1.7M +$122K +547 +8%
IP
1833
Intellectus Partners
California
$1.7M
MW
1834
Marcum Wealth
Ohio
$1.7M +$198K +888 +13%
AssetMark Inc
1835
AssetMark Inc
California
$1.7M -$1.51M -6,780 -47%
OIS
1836
Okabena Investment Services
Minnesota
$1.7M -$348K -1,563 -17%
SVWAG
1837
Sound View Wealth Advisors Group
Georgia
$1.7M +$37K +166 +2%
QIM
1838
Quantitative Investment Management
Virginia
$1.69M +$1.69M +7,602 New
SWA
1839
Stratos Wealth Advisors
Ohio
$1.69M -$178K -798 -10%
WIA
1840
Westbourne Investment Advisors
Maryland
$1.69M -$111K -500 -6%
XF
1841
XML Financial
Maryland
$1.68M +$596K +2,675 +55%
PSB
1842
Piscataqua Savings Bank
New Hampshire
$1.68M -$3.56K -16 -0.2%
NSIM
1843
North Star Investment Management
Illinois
$1.68M +$223 +1 +0%
TPWA
1844
TRUE Private Wealth Advisors
Oregon
$1.68M -$89.3K -401 -5%
ICM
1845
Intrepid Capital Management
Florida
$1.67M +$1.56K +7 +0.1%
CASB
1846
Cape Ann Savings Bank
Massachusetts
$1.67M +$46.1K +207 +3%
MFGM
1847
Marshall Financial Group (Maryland)
Maryland
$1.67M +$81.8K +367 +5%
MSFS
1848
Main Street Financial Solutions
Pennsylvania
$1.66M +$78.4K +352 +5%
NEAM
1849
New England Asset Management
Connecticut
$1.66M
NPA
1850
Nichols & Pratt Advisers
Massachusetts
$1.66M