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 %
ECM
2051
Estabrook Capital Management
New York
$1.12M -$5.57K -25 -0.5%
ACM
2052
Advent Capital Management
New York
$1.11M -$2.23M -10,000 -67%
NB
2053
Nicolet Bankshares
Wisconsin
$1.11M +$18.9K +85 +2%
IIM
2054
Intact Investment Management
Quebec, Canada
$1.11M +$66.8K +300 +6%
CSPAM
2055
Cary Street Partners Asset Management
Virginia
$1.11M +$4.46K +20 +0.4%
TWA
2056
TCI Wealth Advisors
Arizona
$1.11M -$153K -685 -12%
MIM
2057
Moseley Investment Management
Florida
$1.11M +$39K +169 +4%
JF
2058
JSF Financial
California
$1.11M +$354K +1,590 +47%
CCG
2059
Chatham Capital Group
Georgia
$1.1M +$148K +666 +16%
LFA
2060
Legacy Financial Advisors
Kentucky
$1.1M +$105K +472 +11%
PWAG
2061
Polaris Wealth Advisory Group
California
$1.1M -$5.53K -24 -0.5%
KC
2062
Knuff & Co
California
$1.1M +$446 +2 +0%
SLWA
2063
San Luis Wealth Advisors
California
$1.1M +$1.1M +4,918 New
ACA
2064
Affinity Capital Advisors
California
$1.09M +$45.2K +203 +4%
BAM
2065
Berkshire Asset Management
Pennsylvania
$1.09M -$76.2K -342 -7%
GWCM
2066
Godshalk Welsh Capital Management
Pennsylvania
$1.09M -$11.1K -50 -1%
BIMC
2067
Benson Investment Management Company
Virginia
$1.09M
ACM
2068
AlphaCrest Capital Management
New York
$1.08M -$1.24M -5,550 -53%
KCM
2069
Knoll Capital Management
Florida
$1.08M
OWA
2070
Octavia Wealth Advisors
Ohio
$1.08M -$284K -1,276 -21%
MPIA
2071
Mountain Pacific Investment Advisers
Idaho
$1.08M
BCM
2072
Blume Capital Management
California
$1.08M -$29.8K -134 -3%
CBT
2073
CoreFirst Bank & Trust
Kansas
$1.08M +$142K +638 +15%
AAP
2074
Arax Advisory Partners
Colorado
$1.07M +$63.5K +285 +6%
KA
2075
Kozak & Associates
Colorado
$1.07M +$1.07M +5,055 New