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 %
KFP
2176
KB Financial Partners
New Jersey
$882K -$41.9K -188 -5%
CWM
2177
Cordatus Wealth Management
Pennsylvania
$882K +$882K +3,959 New
WFMPM
2178
Woodley Farra Manion Portfolio Management
Indiana
$881K +$3.34K +15 +0.4%
FBFS
2179
First Business Financial Services
Wisconsin
$881K +$557K +2,500 +172%
CBN
2180
Cadence Bank NA
Texas
$880K +$14.9K +67 +2%
PWSG
2181
Pacific Wealth Strategies Group
California
$880K +$47.5K +213 +6%
AWM
2182
Accurate Wealth Management
Florida
$879K -$16.8K -75 -2%
BIP
2183
Blueprint Investment Partners
North Carolina
$878K +$537K +2,412 +158%
HC
2184
Hoese & Co
Minnesota
$876K -$41.2K -185 -4%
PGWM
2185
Parisi Gray Wealth Management
New Jersey
$876K -$5.07K -22 -0.6%
OQS
2186
Occudo Quantitative Strategies
Florida
$874K +$308K +1,384 +54%
CAS
2187
Cascadia Advisory Services
Oregon
$873K +$6.46K +29 +0.7%
HCP
2188
Holt Capital Partners
Texas
$872K
CCP
2189
Clarkston Capital Partners
Michigan
$871K +$162K +728 +23%
MCM
2190
Marathon Capital Management
Maryland
$871K +$605K +2,714 +227%
LB
2191
Leo Brokerage
Texas
$870K +$14.7K +66 +2%
SAA
2192
Southeast Asset Advisors
Georgia
$869K -$57.4K -258 -6%
GSEP
2193
Golden State Equity Partners
California
$867K -$12.2K -55 -1%
GL
2194
Graypoint LLC
New York
$866K +$442K +1,986 +104%
HPC
2195
Hobart Private Capital
North Carolina
$866K +$324K +1,454 +60%
ZF
2196
Zhang Financial
Michigan
$861K +$112K +503 +15%
AMCA
2197
Arthur M. Cohen & Associates
Illinois
$858K
VWA
2198
Visionary Wealth Advisors
Illinois
$858K +$21.6K +97 +3%
ATC
2199
Adirondack Trust Company
New York
$856K +$32.8K +155 +4%
CVM
2200
Cheviot Value Management
California
$854K +$2.67K +12 +0.3%