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 %
WEPOG
2101
Wealth Enhancement & Preservation of GA
Georgia
$1.18M +$52K +240 +5%
FWM
2102
Foresight Wealth Management
Utah
$1.18M -$37.3K -172 -3%
HHGA
2103
Halbert Hargrove Global Advisors
California
$1.17M -$56.1K -259 -5%
HWIS
2104
Hancock Whitney Investment Services
Louisiana
$1.17M +$1.17M +5,361 New
NEAM
2105
New England Asset Management
Connecticut
$1.17M -$443K -2,045 -27%
FFC
2106
First Financial Corp
Indiana
$1.17M +$23.2K +107 +2%
SC
2107
Siena Capital
Ohio
$1.16M +$1.16M +5,366 New
WLPWM
2108
Walled Lake Planning & Wealth Management
Illinois
$1.16M -$122K -561 -10%
RC
2109
RBO & Co
California
$1.16M
AL
2110
Aspiriant LLC
California
$1.16M +$137K +630 +13%
SIG
2111
Sky Investment Group
Connecticut
$1.15M -$3.68K -17 -0.3%
MCA
2112
Magnolia Capital Advisors
Mississippi
$1.15M +$9.32K +43 +0.8%
EWA
2113
EverSource Wealth Advisors
Alabama
$1.14M +$1.14M +5,277 New
WPC
2114
Wedmont Private Capital
Pennsylvania
$1.14M +$1.14M +5,305 New
TIA
2115
Traphagen Investment Advisors
New Jersey
$1.13M +$20.6K +95 +2%
BWG
2116
Beta Wealth Group
California
$1.13M
TIA
2117
Trust Investment Advisors
Indiana
$1.13M +$13.7K +63 +1%
AIM
2118
Alhambra Investment Management
Florida
$1.13M -$12.1K -56 -1%
Verition Fund Management
2119
Verition Fund Management
Connecticut
$1.13M -$2.12M -9,780 -65%
OWA
2120
One Wealth Advisors
California
$1.13M +$424K +1,957 +60%
BFA
2121
Bill Few Associates
Pennsylvania
$1.13M +$1.13M +5,191 New
TA
2122
TCM Advisors
West Virginia
$1.12M +$1.12M +5,130 New
JA
2123
JLB & Associates
Michigan
$1.12M -$34.7K -160 -3%
Dodge & Cox
2124
Dodge & Cox
California
$1.12M
DA
2125
DSC Advisors
Illinois
$1.11M +$72.8K +336 +7%