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 %
CCM
2101
Cribstone Capital Management
Maine
$1.02M +$120K +540 +13%
LOIM
2102
Liberty One Investment Management
Illinois
$1.02M +$18K +81 +2%
MI
2103
Markston International
New York
$1.01M -$69.1K -310 -6%
WMP
2104
Wealth Management Partners
Arizona
$1.01M -$10K -45 -1%
WCM
2105
Windsor Capital Management
Arizona
$1.01M +$10.9K +49 +1%
SAM
2106
Satovsky Asset Management
New York
$1.01M +$1.56K +7 +0.2%
CBFP
2107
Cedar Brook Financial Partners
Ohio
$1.01M -$88.6K -398 -8%
KCM
2108
KLK Capital Management
California
$1M +$1M +4,506 New
GCGDR
2109
Geo Capital Gestora de Recursos
Brazil
$1M -$518K -2,326 -34%
LC
2110
Lindbrook Capital
California
$1M +$6.91K +31 +0.7%
FC
2111
Forte Capital
New York
$999K -$26.1K -117 -3%
CMTU
2112
Capital Markets Trading (UK)
United Kingdom
$996K +$996K +4,392 New
WI
2113
Wedgewood Investors
Pennsylvania
$994K -$11.1K -50 -1%
OWA
2114
Outlook Wealth Advisors
Texas
$991K +$41.6K +187 +4%
WCWM
2115
Willow Creek Wealth Management
California
$990K
SWRP
2116
Summit Wealth & Retirement Planning
California
$988K -$41.4K -186 -4%
STB
2117
S&T Bank
Pennsylvania
$986K -$6.02K -27 -0.6%
FB
2118
First Bancorp
Maine
$984K +$984K +4,417 New
AO
2119
Allen Operations
New York
$983K +$545K +2,447 +124%
SCMU
2120
Steadfast Capital Management (UK)
United Kingdom
$979K +$979K +4,396 New
CAC
2121
Certified Advisory Corp
Florida
$977K -$13.8K -62 -1%
TF
2122
TLWM Financial
Texas
$974K +$52K +234 +6%
RHAM
2123
Round Hill Asset Management
California
$973K
HL
2124
HeadInvest LLC
Maine
$967K +$93.3K +419 +11%
NGA
2125
Naples Global Advisors
Florida
$963K -$5.57K -25 -0.6%