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 %
CBFP
2251
Cedar Brook Financial Partners
Ohio
$908K -$69.8K -322 -7%
PWSG
2252
Pacific Wealth Strategies Group
California
$908K +$51.8K +239 +6%
CWM
2253
Cedar Wealth Management
California
$907K +$206K +951 +29%
CST
2254
Charles Schwab Trust
Nevada
$906K +$376K +1,736 +71%
BIA
2255
Bigelow Investment Advisors
Maine
$905K -$12.6K -58 -1%
MCWS
2256
McKinley Carter Wealth Services
West Virginia
$904K -$12.1K -56 -1%
RWA
2257
Rainsberger Wealth Advisors
Colorado
$898K +$898K +4,146 New
SWRP
2258
Summit Wealth & Retirement Planning
California
$897K -$63.7K -294 -7%
UC
2259
Unio Capital
New Jersey
$896K +$68.4K +3,808 +8%
PSC
2260
Prentiss Smith & Co
Vermont
$896K -$6.72K -31 -0.7%
KFS
2261
Kaizen Financial Strategies
California
$896K +$22.1K +102 +3%
PIM
2262
Perpetual Investment Management
Australia
$896K +$113K +523 +14%
CC
2263
Commons Capital
Massachusetts
$896K +$896K +4,133 New
MA
2264
MJP Associates
Connecticut
$892K +$89.9K +406 +11%
VC
2265
Vicus Capital
Pennsylvania
$892K +$892K +3,511 New
WIC
2266
Woodmont Investment Counsel
Tennessee
$891K -$1.95K -9 -0.2%
AIS
2267
AM Investment Strategies
Tennessee
$891K
KA
2268
Kercheville Advisors
Texas
$889K +$86.7K +400 +11%
FMWA
2269
Forvis Mazars Wealth Advisors
Missouri
$888K -$18K -83 -2%
EA
2270
Echo45 Advisors
California
$888K +$888K +4,098 New
DAM
2271
Delta Asset Management
Tennessee
$887K -$8.67K -40 -1%
ATC
2272
Adirondack Trust Company
New York
$887K +$10.4K +48 +1%
BWA
2273
Blodgett Wealth Advisors
California
$887K +$887K +4,095 New
CFO
2274
Collective Family Office
Pennsylvania
$885K -$29.5K -136 -3%
AA
2275
Aire Advisors
California
$884K +$884K +4,081 New