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 %
9WM
2126
9258 Wealth Management
Ohio
$1.11M +$206K +950 +23%
GD
2127
Grandfield & Dodd
New York
$1.11M +$14.3K +66 +1%
PWMG
2128
Pinnacle Wealth Management Group
Michigan
$1.11M -$281K -1,295 -20%
AC
2129
ASB Consultores
Florida
$1.11M +$1.11M +5,103 New
LP
2130
LGL Partners
Pennsylvania
$1.11M +$174K +805 +19%
JFA
2131
JNBA Financial Advisors
Minnesota
$1.1M -$4.55K -21 -0.4%
TIA
2132
Tiemann Investment Advisors
California
$1.1M +$4.34K +20 +0.4%
ECM
2133
Estabrook Capital Management
New York
$1.1M +$10.4K +48 +1%
CPA
2134
Cardiff Park Advisors
California
$1.1M +$1.1M +5,062 New
MIM
2135
Moseley Investment Management
Florida
$1.1M +$51.8K +239 +5%
CA
2136
Centerpoint Advisors
Massachusetts
$1.09M -$17.3K -80 -2%
RPWA
2137
Regent Peak Wealth Advisors
Georgia
$1.09M -$9.75K -45 -0.9%
ACA
2138
Affinity Capital Advisors
California
$1.09M +$22.5K +104 +2%
HCM
2139
Helios Capital Management
Singapore
$1.08M +$1.08M +5,000 New
FIA
2140
FNY Investment Advisers
New York
$1.08M +$1.08M +5,000 New
FAM
2141
Formidable Asset Management
Ohio
$1.08M +$509K +2,324 +89%
AAP
2142
Arax Advisory Partners
Colorado
$1.08M +$35.3K +163 +3%
FA
2143
Fermata Advisors
California
$1.07M -$176K -813 -14%
BAM
2144
Berkshire Asset Management
Pennsylvania
$1.07M +$10.2K +47 +1%
SAS
2145
Stelac Advisory Services
New York
$1.07M -$233K -1,077 -18%
HG
2146
Herbst Group
Connecticut
$1.07M +$1.07M +4,925 New
CIEP
2147
Constellation Investimentos e Participacoes
Brazil
$1.06M -$120K -553 -10%
SAM
2148
S.A. Mason
Michigan
$1.06M +$34.7K +160 +3%
TPWM
2149
Twelve Points Wealth Management
Massachusetts
$1.06M +$1.06M +4,894 New
GWCM
2150
Godshalk Welsh Capital Management
Pennsylvania
$1.06M