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 %
AI
2226
ArchPoint Investors
Florida
$812K +$589K +2,647 +265%
PCG
2227
Private Capital Group
Connecticut
$809K +$29.6K +133 +4%
3F
2228
360 Financial
Minnesota
$808K -$21.6K -97 -3%
OPA
2229
Old Port Advisors
Maine
$808K +$1.81K +8 +0.2%
MA
2230
MJP Associates
Connecticut
$807K +$3.12K +14 +0.4%
KCM
2231
Kathmere Capital Management
Pennsylvania
$807K +$148K +663 +22%
SCI
2232
S&CO Inc
Massachusetts
$806K
BWP
2233
BSW Wealth Partners
Colorado
$806K +$3.12K +14 +0.4%
MSS
2234
Mitchell Sinkler & Starr
Pennsylvania
$806K +$30.5K +137 +4%
BW
2235
Bison Wealth
Georgia
$805K -$295K -1,324 -27%
GWS
2236
Glassman Wealth Services
Virginia
$805K +$36.1K +162 +5%
PIM
2237
Perpetual Investment Management
Australia
$805K +$235K +1,054 +41%
CMO
2238
Covenant Multifamily Offices
Texas
$804K +$15K +67 +2%
RC
2239
Rinet Company
Massachusetts
$804K +$581K +2,607 +261%
APW
2240
Austin Private Wealth
Texas
$803K +$7.57K +34 +1%
HG
2241
Harbor Group
New Hampshire
$802K
I
2242
INVST
Indiana
$801K -$11.4K -51 -1%
LWM
2243
Liberty Wealth Management
California
$801K +$126K +569 +19%
BO
2244
BRR OpCo
Ohio
$798K -$67.3K -302 -8%
PWM
2245
PBMares Wealth Management
Virginia
$798K +$5.57K +25 +0.7%
BWA
2246
BDO Wealth Advisors
Florida
$798K +$34.5K +155 +5%
TCOT
2247
Trust Company of Toledo
Ohio
$796K +$458K +2,056 +135%
SIM
2248
SSI Investment Management
California
$792K
DPI
2249
Diversified Portfolios Inc
Michigan
$789K -$55.7K -250 -7%
SFG
2250
Sovereign Financial Group
Connecticut
$789K +$56.6K +254 +8%