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 %
MMPW
2001
Mitchell McLeod Pugh & Williams
Alabama
$1.39M +$88.9K +410 +7%
CCMW
2002
Cypress Capital Management (Wyoming)
Wyoming
$1.39M -$41.2K -190 -3%
BA
2003
Ballast Advisors
Minnesota
$1.39M -$6.5K -30 -0.5%
AF
2004
Advisornet Financial
Minnesota
$1.39M +$57.6K +266 +4%
VBCG
2005
Valley Brook Capital Group
Pennsylvania
$1.39M +$36.8K +170 +3%
SHFA
2006
SC&H Financial Advisors
Maryland
$1.38M +$1.38M +6,388 New
JWCA
2007
J.W. Coons Advisors
Ohio
$1.38M +$3.25K +15 +0.2%
WAAG
2008
Wealth Alliance Advisory Group
Kansas
$1.38M +$215K +990 +18%
SIA
2009
Strategic Investment Advisors
Michigan
$1.38M +$94.7K +437 +7%
TLCM
2010
Twin Lakes Capital Management
California
$1.37M -$82.1K -379 -6%
BSA
2011
Braun Stacey Associates
New York
$1.37M -$10.8K -50 -0.8%
PBC
2012
Pavion Blue Capital
California
$1.37M -$13.2K -61 -1%
HCM
2013
Horiko Capital Management
New York
$1.37M
PWMAG
2014
Pinnacle Wealth Management Advisory Group
New Jersey
$1.36M +$156K +722 +13%
TAM
2015
Tealwood Asset Management
Minnesota
$1.36M +$1.36M +6,271 New
SAM
2016
Summit Asset Management
Tennessee
$1.36M -$434 -2 -0%
RCA
2017
Roberts Capital Advisors
Colorado
$1.36M +$1.36M +6,252 New
CSPIA
2018
Cary Street Partners Investment Advisory
Virginia
$1.35M +$935K +4,314 +223%
TNBTD
2019
Trustmark National Bank Trust Department
Mississippi
$1.35M -$6.93K -32 -0.5%
GPA
2020
Guerra Pan Advisors
New Jersey
$1.35M +$1.35M +6,218 New
PFA
2021
Professional Financial Advisors
Nebraska
$1.34M +$98.8K +456 +8%
SFI
2022
SPC Financial Inc
Maryland
$1.34M -$35.3K -163 -3%
STA
2023
Summit Trail Advisors
New York
$1.33M -$191K -883 -13%
LB
2024
Legacy Bridge
Iowa
$1.33M -$5.42K -25 -0.4%
BCM
2025
Barden Capital Management
Texas
$1.33M +$1.33M +6,153 New