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 %
CCG
2201
Chatham Capital Group
Georgia
$976K -$98.6K -455 -9%
MIM
2202
Manitou Investment Management
Ontario, Canada
$975K -$62.9K -290 -6%
CAC
2203
Certified Advisory Corp
Florida
$973K +$22.3K +103 +2%
KCM
2204
KLK Capital Management
California
$972K -$3.9K -18 -0.4%
SSW
2205
Stone Summit Wealth
Florida
$969K +$969K +4,450 New
KWS
2206
Keystone Wealth Services
California
$967K +$967K +4,460 New
WCWM
2207
Willow Creek Wealth Management
California
$962K -$1.73K -8 -0.2%
GAG
2208
GM Advisory Group
New York
$959K -$78.2K -361 -8%
TWA
2209
TCI Wealth Advisors
Arizona
$958K -$123K -569 -11%
SVCP
2210
Silicon Valley Capital Partners
California
$954K -$154K -713 -14%
FB
2211
First Bancorp
Maine
$952K -$4.98K -23 -0.5%
TWM
2212
Thrive Wealth Management
Pennsylvania
$951K +$951K +4,388 New
WI
2213
Wedgewood Investors
Pennsylvania
$950K -$16.2K -75 -2%
LWA
2214
Lenox Wealth Advisors
New York
$950K +$16K +74 +2%
CAM
2215
Cozad Asset Management
Illinois
$950K +$37.9K +175 +4%
CCMD
2216
Cypress Capital Management (Delaware)
Delaware
$948K +$349K +1,613 +58%
STB
2217
S&T Bank
Pennsylvania
$947K -$12.4K -57 -1%
WHC
2218
Wulff, Hansen & Co
California
$947K +$947K +4,370 New
QPW
2219
Quantum Private Wealth
Florida
$946K +$946K +4,368 New
JSL
2220
JT Stratford LLC
Georgia
$945K +$185K +853 +24%
CCC
2221
Chelsea Counsel Company
California
$943K -$56.3K -260 -6%
BFIM
2222
Beese Fulmer Investment Management
Ohio
$943K +$8.45K +39 +0.9%
WCM
2223
Windsor Capital Management
Arizona
$941K -$40.3K -186 -4%
VC
2224
Veracity Capital
Georgia
$940K +$15.8K +73 +2%
MA
2225
MONECO Advisors
Connecticut
$938K +$57.9K +250 +7%