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 %
DWM
2251
Dorchester Wealth Management
Quebec, Canada
$787K -$219K -982 -22%
FP
2252
Foundry Partners
Minnesota
$787K -$151K -680 -16%
TCM
2253
Tufton Capital Management
Maryland
$787K -$4.01K -18 -0.5%
ECM
2254
Elgethun Capital Management
South Dakota
$787K +$1.11K +5 +0.1%
PP
2255
PDS Planning
Ohio
$785K +$18.3K +82 +2%
CC
2256
Caxton Corporation
New Jersey
$783K -$669 -3 -0.1%
JSL
2257
JT Stratford LLC
Georgia
$781K -$230K -1,032 -23%
SAM
2258
SignalPoint Asset Management
Missouri
$781K +$33.4K +150 +4%
PCWA
2259
Pacific Capital Wealth Advisors
California
$781K +$80.2K +360 +11%
LAI
2260
Legal Advantage Investments
California
$780K
AWP
2261
Accretive Wealth Partners
New Jersey
$780K +$56.6K +254 +8%
PL
2262
Plancorp LLC
Missouri
$779K +$69K +310 +10%
LWP
2263
Lumature Wealth Partners
Georgia
$778K +$68K +305 +10%
RSC
2264
Red Spruce Capital
Pennsylvania
$776K +$3.79K +17 +0.5%
PDM
2265
Penn Davis McFarland
Texas
$774K
GF
2266
Gries Financial
Ohio
$770K -$36.1K -162 -4%
AWP
2267
Abacus Wealth Partners
California
$769K -$131K -590 -15%
AFM
2268
Andesa Financial Management
Pennsylvania
$768K -$175K -787 -19%
NED
2269
Nancy E. Dempze
$765K -$89.1K -400 -10%
IAS
2270
Investment Advisory Services
Texas
$764K +$19.2K +86 +3%
VAM
2271
Verity Asset Management
North Carolina
$762K -$8.02K -36 -1%
MPW
2272
Monterey Private Wealth
California
$762K +$224 +1 +0%
LJAC
2273
L.J. Altfest & Co
New York
$759K +$79.5K +357 +12%
IP
2274
Interval Partners
New York
$757K -$241K -1,083 -24%
FCFS
2275
First Command Financial Services
Texas
$755K +$48.6K +218 +7%