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 %
IGM
2001
Incline Global Management
New York
$1.25M -$42.3M -189,743 -97%
TCM
2002
Tradewinds Capital Management
Washington
$1.25M -$5.35K -24 -0.4%
4WM
2003
44 Wealth Management
Oregon
$1.25M -$20.5K -92 -2%
CCMT
2004
CMT Capital Markets Trading
Germany
$1.25M -$6.9M -30,450 -85%
FWM
2005
Foresight Wealth Management
Utah
$1.25M -$14.7K -66 -1%
ACH
2006
ArrowMark Colorado Holdings
Colorado
$1.24M
WWM
2007
Windsor Wealth Management
Indiana
$1.24M +$23.1K +100 +2%
BEAM
2008
Baker Ellis Asset Management
Washington
$1.24M
WI
2009
Wintrust Investments
Illinois
$1.24M -$4.08M -23,023 -77%
DBRC
2010
D.B. Root & Company
Pennsylvania
$1.24M -$343K -1,543 -22%
PWMAG
2011
Pinnacle Wealth Management Advisory Group
New Jersey
$1.24M -$121K -543 -9%
MIM
2012
Meridiem Investment Management
United Kingdom
$1.23M
RHP
2013
Royal Harbor Partners
Texas
$1.23M -$2K -9 -0.2%
BBNA
2014
Bremer Bank National Association
Minnesota
$1.23M +$22.5K +101 +2%
RM
2015
Resource Management
Louisiana
$1.22M +$120K +541 +11%
DTL
2016
Dynamic Technology Lab
Singapore
$1.22M +$1.22M +5,483 New
IIC
2017
Ironwood Investment Counsel
Arizona
$1.22M +$57.5K +258 +5%
CIEP
2018
Constellation Investimentos e Participacoes
Brazil
$1.22M -$548K -2,460 -31%
FRA
2019
Frank Rimerman Advisors
California
$1.21M +$619K +2,779 +104%
WAAG
2020
Wealth Alliance Advisory Group
Kansas
$1.2M +$10.2K +46 +0.9%
HIM
2021
Harbour Investment Management
Washington
$1.2M -$68.4K -307 -5%
RC
2022
RBO & Co
California
$1.19M
JA
2023
JLB & Associates
Michigan
$1.19M +$9.35K +42 +0.8%
AB
2024
Atlas Brown
Kentucky
$1.19M +$14.5K +65 +1%
Q
2025
QVR
California
$1.18M +$1M +4,509 +560%