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 %
SIA
1901
SkyView Investment Advisors
New Jersey
$1.52M +$1.16M +5,213 +327%
AIM
1902
Aspen Investment Management
Michigan
$1.52M -$7.8K -35 -0.5%
OCM
1903
Orion Capital Management
California
$1.51M +$12K +54 +0.8%
KFS
1904
Kurt F. Somerville
$1.51M -$22.3K -100 -1%
WCF
1905
West Coast Financial
California
$1.51M +$32.1K +144 +2%
CA
1906
Continuum Advisory
Idaho
$1.5M +$1.15M +22,013 +332%
RWB
1907
RMR Wealth Builders
New Jersey
$1.5M -$21.8K -98 -1%
IIA
1908
IPG Investment Advisors
California
$1.5M +$624K +2,802 +72%
TLCM
1909
Twin Lakes Capital Management
California
$1.49M +$250K +1,122 +20%
RIM
1910
Redwood Investment Management
Arizona
$1.49M +$322K +1,446 +28%
CAM
1911
Covenant Asset Management
New Jersey
$1.49M
CWM
1912
Circle Wealth Management
New Jersey
$1.48M -$367K -1,648 -20%
SAG
1913
Spotlight Asset Group
Illinois
$1.48M -$390K -1,751 -21%
DBIA
1914
Dumont & Blake Investment Advisors
New Jersey
$1.47M -$50.8K -228 -3%
CCMW
1915
Cypress Capital Management (Wyoming)
Wyoming
$1.47M -$1.78K -8 -0.1%
AWA
1916
Alta Wealth Advisors
Massachusetts
$1.47M -$34.7K -156 -2%
SMA
1917
Sage Mountain Advisors
Georgia
$1.46M +$62.2K +279 +4%
CPSC
1918
Carl P. Sherr & Co
Massachusetts
$1.46M +$47K +211 +3%
NL
1919
NWAM LLC
Washington
$1.46M +$67.3K +302 +5%
AWE
1920
Avidian Wealth Enterprises
Texas
$1.46M +$389K +1,746 +36%
CB
1921
CNB Bank
Pennsylvania
$1.45M +$126K +565 +9%
OC
1922
Oarsman Capital
Wisconsin
$1.45M -$42.3K -190 -3%
LHC
1923
Little House Capital
Massachusetts
$1.44M -$597K -2,680 -29%
AWA
1924
Arkadios Wealth Advisors
Georgia
$1.44M -$443K -1,988 -24%
BA
1925
Ballast Advisors
Minnesota
$1.43M +$3.12K +14 +0.2%