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 %
BFIM
2126
Beese Fulmer Investment Management
Ohio
$960K +$55.7K +250 +6%
LWA
2127
Lenox Wealth Advisors
New York
$960K +$71.9K +323 +8%
QPWM
2128
Quadrant Private Wealth Management
Pennsylvania
$959K +$73.9K +332 +8%
SCM
2129
Southport Capital Management
Tennessee
$958K -$518K -2,325 -35%
SHA
2130
Seneca House Advisors
Virginia
$958K -$140K -629 -13%
MJP
2131
Michael J. Puzo
$957K -$90.2K -405 -9%
JHCP
2132
Jackson Hole Capital Partners
Oklahoma
$956K +$61.7K +277 +7%
LP
2133
LGL Partners
Pennsylvania
$956K +$125K +560 +15%
IAP
2134
Indie Asset Partners
Indiana
$952K +$10K +45 +1%
VC
2135
Veracity Capital
Georgia
$950K +$76.2K +342 +9%
CCB
2136
Cutter & Co Brokerage
Missouri
$943K -$85.5K -384 -8%
BIA
2137
Bigelow Investment Advisors
Maine
$943K +$16.9K +76 +2%
MCWS
2138
McKinley Carter Wealth Services
West Virginia
$942K +$15.6K +70 +2%
CFO
2139
Collective Family Office
Pennsylvania
$940K -$46.5K -209 -5%
WCA
2140
Westover Capital Advisors
Delaware
$940K +$15.6K +70 +2%
BA
2141
Bluesphere Advisors
Pennsylvania
$939K -$50.1K -225 -5%
CAM
2142
Cozad Asset Management
Illinois
$938K -$28.5K -128 -3%
MPCG
2143
Matrix Private Capital Group
New York
$937K +$30.1K +135 +3%
SFWC
2144
Strategic Family Wealth Counselors
New Jersey
$935K +$1.34K +6 +0.1%
FC
2145
Fulcrum Capital
Washington
$932K +$7.35K +33 +0.8%
9WM
2146
9258 Wealth Management
Ohio
$932K +$56.1K +252 +6%
FMWA
2147
Forvis Mazars Wealth Advisors
Missouri
$931K +$223 +1 +0%
APW
2148
Acima Private Wealth
Virginia
$929K
PSC
2149
Prentiss Smith & Co
Vermont
$928K
BCP
2150
Berkeley Capital Partners
Georgia
$927K -$4.9K -22 -0.5%