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 %
FAG
2226
Fortitude Advisory Group
Washington
$936K +$936K +4,320 New
AWM
2227
Altavista Wealth Management
North Carolina
$933K +$133K +614 +17%
FNBOH
2228
First National Bank of Hutchinson
Kansas
$933K +$304K +1,401 +48%
APIM
2229
Agate Pass Investment Management
Washington
$933K +$933K +4,307 New
TNA
2230
True North Advisors
Texas
$932K +$61.3K +283 +7%
RCG
2231
Resource Consulting Group
Florida
$932K +$932K +4,299 New
OWA
2232
Outlook Wealth Advisors
Texas
$931K -$33.1K -153 -3%
VAM
2233
Vienna Asset Management
California
$931K +$931K +4,293 New
WE
2234
Wealth Effects
Massachusetts
$927K +$927K +4,279 New
HA
2235
Hamel Associates
New Jersey
$924K -$1.92M -8,867 -68%
RHAM
2236
Round Hill Asset Management
California
$924K -$21.7K -100 -2%
GIM
2237
Groesbeck Investment Management
New Jersey
$922K -$86.7K -400 -9%
PP
2238
PDS Planning
Ohio
$921K +$157K +722 +20%
MPCG
2239
Matrix Private Capital Group
New York
$920K +$8.45K +39 +0.9%
VF
2240
Vista Finance
Missouri
$919K +$919K +4,243 New
CWP
2241
Concord Wealth Partners
Virginia
$917K +$360K +1,661 +65%
EFSCE
2242
Enterprise Financial Services Corp (EFSC)
Missouri
$914K -$93K -429 -9%
BCP
2243
Berkeley Capital Partners
Georgia
$914K +$11.9K +55 +1%
LHC
2244
Little House Capital
Massachusetts
$913K -$487K -2,248 -35%
BA
2245
Bluesphere Advisors
Pennsylvania
$913K
WMA
2246
Wealth Management Associates
New Jersey
$912K +$98.2K +453 +12%
HL
2247
HeadInvest LLC
Maine
$911K -$30.3K -140 -3%
AWM
2248
Accurate Wealth Management
Florida
$911K +$49.9K +228 +6%
SAM
2249
Synergy Asset Management
Washington
$910K -$10.6M -49,094 -92%
SFWC
2250
Strategic Family Wealth Counselors
New Jersey
$910K