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 %
NEWAS
2201
N.E.W. Advisory Services
Wisconsin
$853K +$26.9K +121 +3%
SICM
2202
Sustainable Insight Capital Management
New York
$850K +$57.7K +259 +7%
ACWM
2203
Adams Chetwood Wealth Management
North Carolina
$848K +$9.57K +43 +1%
MA
2204
MONECO Advisors
Connecticut
$847K +$296K +1,329 +54%
Cohen & Steers
2205
Cohen & Steers
New York
$845K -$66.8K -300 -7%
BC
2206
Brio Consultants
California
$845K +$4.68K +21 +0.6%
PFA
2207
Pure Financial Advisors
California
$845K +$50.1K +225 +6%
CDIA
2208
Capital Directions Investment Advisors
Georgia
$842K -$13.8K -62 -2%
UFF
2209
USA Financial Formulas
Michigan
$841K +$836K +3,752 +17,055%
KFGK
2210
Keystone Financial Group (Kentucky)
Kentucky
$839K +$33.6K +151 +4%
WW
2211
Waterfront Wealth
Kansas
$838K -$46.8K -210 -5%
WMA
2212
Wealth Management Associates
New Jersey
$836K -$352K -1,581 -30%
PMA
2213
Prudent Man Advisors
Illinois
$835K -$6.46K -29 -0.8%
ECA
2214
Elevated Capital Advisors
Utah
$832K +$832K +3,733 New
HCP
2215
Hexagon Capital Partners
Arkansas
$830K +$8.02K +36 +1%
BFM
2216
Boothbay Fund Management
New York
$827K -$1.99M -8,920 -71%
EAM
2217
Evanson Asset Management
California
$826K +$41.5K +176 +5%
BCM
2218
Brown Capital Management
Maryland
$824K -$12.9K -58 -2%
KA
2219
Kercheville Advisors
Texas
$824K +$66.8K +300 +9%
CCIA
2220
Campbell & Co Investment Adviser
Maryland
$824K +$824K +3,700 New
SFA
2221
Sequoia Financial Advisors
Ohio
$822K -$2.68M -12,017 -77%
AWM
2222
Altavista Wealth Management
North Carolina
$822K +$142K +638 +21%
EI
2223
Ellevest Inc
New York
$818K +$87.1K +391 +12%
BCA
2224
Biltmore Capital Advisors
New Jersey
$816K +$13.6K +61 +2%
SLT
2225
St Louis Trust
Missouri
$815K