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
Name Holding Trade Value Shares
Change
Shares
Change %
UAML
1876
US Asset Management LLC
Pennsylvania
$1.76M -$1.3K -6 -0.1%
TP
1877
Tranquility Partners
Tennessee
$1.75M -$559K -2,581 -24%
QWM
1878
QP Wealth Management
New Jersey
$1.75M -$231K -1,065 -12%
RWA
1879
Ropes Wealth Advisors
Massachusetts
$1.75M +$196K +905 +13%
CCM
1880
Cox Capital Management
Massachusetts
$1.75M -$13K -60 -0.7%
SWA
1881
Stratos Wealth Advisors
Ohio
$1.73M +$88.2K +407 +5%
PMFA
1882
Plante Moran Financial Advisors
Michigan
$1.72M -$7.8K -36 -0.5%
CAG
1883
Csenge Advisory Group
Florida
$1.72M -$141K -599 -8%
CIP
1884
Capital Insight Partners
Arizona
$1.72M -$55.5K -256 -3%
SC
1885
Sonen Capital
California
$1.71M +$1.71M +7,878 New
AWS
1886
AJ Wealth Strategies
New York
$1.71M -$5.63K -26 -0.3%
HIC
1887
Harvey Investment Company
Kentucky
$1.71M
GWM
1888
Gray Wealth Management
Maine
$1.7M +$25.3K +117 +2%
WP
1889
Waycross Partners
Kentucky
$1.7M -$283K -1,305 -14%
TFP
1890
Tilia Fiduciary Partners
North Carolina
$1.7M +$1.7M +7,835 New
5L
1891
55I LLC
Massachusetts
$1.69M +$101K +468 +6%
PAM
1892
Pegasus Asset Management
New York
$1.69M +$87.1K +402 +5%
SVWAG
1893
Sound View Wealth Advisors Group
Georgia
$1.69M +$35.8K +165 +2%
HA
1894
Harfst & Associates
Wyoming
$1.69M +$305K +1,407 +22%
PFGIA
1895
Patriot Financial Group Insurance Agency
Massachusetts
$1.68M -$250K -1,155 -13%
RFM
1896
Royal Fund Management
Florida
$1.68M +$191K +880 +13%
MFG
1897
Menard Financial Group
Texas
$1.68M -$201K -927 -11%
WA
1898
Wealth Alliance
New York
$1.67M +$2.82K +13 +0.2%
CASB
1899
Cape Ann Savings Bank
Massachusetts
$1.66M +$38.8K +179 +2%
IF
1900
Intrua Financial
Texas
$1.66M -$58.5K -270 -3%