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 %
IP
2026
Ignite Planners
California
$1.33M +$1.33M +6,154 New
MADR
2027
Milestones Administradora de Recursos
Brazil
$1.33M +$1.33M +6,140 New
CA
2028
Cambridge Advisors
Nebraska
$1.33M +$17.8K +82 +1%
WCA
2029
Waypoint Capital Advisors
Minnesota
$1.32M +$1.32M +6,104 New
HCM
2030
Hodges Capital Management
Texas
$1.32M -$976K -4,504 -43%
GFS
2031
GYL Financial Synergies
Connecticut
$1.31M +$32.5K +150 +3%
MPPW
2032
Mitchell & Pahl Private Wealth
Oklahoma
$1.31M -$13.2K -61 -1%
CCM
2033
Cribstone Capital Management
Maine
$1.31M +$317K +1,464 +32%
FPA
2034
First Pacific Advisors
California
$1.3M -$264K -1,220 -17%
CCA
2035
Column Capital Advisors
Indiana
$1.3M -$80.4K -371 -6%
DCM
2036
Davidson Capital Management
Texas
$1.3M +$83K +383 +7%
BAAM
2037
Baker Avenue Asset Management
California
$1.3M +$870K +4,012 +201%
CPIA
2038
Cornell Pochily Investment Advisors
New York
$1.3M +$4.34K +20 +0.3%
OWA
2039
Octavia Wealth Advisors
Ohio
$1.3M +$251K +1,160 +24%
EGVF
2040
ESA Global Value Fund
Cayman Islands
$1.3M
FFA
2041
Founders Financial Alliance
North Carolina
$1.3M +$258K +1,189 +25%
NDSI
2042
Newman Dignan & Sheerar Inc
Rhode Island
$1.3M -$10.8K -50 -0.8%
BB
2043
Bell Bank
North Dakota
$1.3M +$62.6K +289 +5%
BONH
2044
Bank of New Hampshire
New Hampshire
$1.3M -$157K -723 -11%
GL
2045
Graypoint LLC
New York
$1.3M +$452K +2,087 +54%
TPWA
2046
TRUE Private Wealth Advisors
Oregon
$1.29M -$337K -1,556 -21%
TF
2047
TLWM Financial
Texas
$1.29M +$344K +1,586 +36%
LDFR
2048
Lehman & Derafelo Financial Resources
Pennsylvania
$1.29M -$97.6K -450 -7%
WAG
2049
Winthrop Advisory Group
Massachusetts
$1.29M -$24.3K -112 -2%
AIP
2050
Almanack Investment Partners
Pennsylvania
$1.29M -$11.9K -55 -0.9%