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 %
FCB
2276
First Command Bank
Texas
$755K +$48.6K +218 +7%
BHBT
2277
Burke & Herbert Bank & Trust
Virginia
$754K
PCM
2278
Pointe Capital Management
Michigan
$754K +$60.6K +272 +9%
ACA
2279
Ackerman Capital Advisors
Texas
$749K
CWP
2280
Curated Wealth Partners
California
$747K -$1.78K -8 -0.2%
DA
2281
Detalus Advisors
Missouri
$746K +$4.23K +19 +0.6%
HTHT
2282
Hemenway Trust Hemenway Trust
New Hampshire
$742K -$24.5K -110 -3%
ECU
2283
Eisler Capital (UK)
United Kingdom
$740K -$37.2K -167 -5%
CHJWM
2284
Carlton Hofferkamp & Jenks Wealth Management
Texas
$739K +$1.76K +8 +0.2%
FPF
2285
First Pacific Financial
Washington
$739K +$33.4K +150 +5%
CWM
2286
Connecticut Wealth Management
Connecticut
$739K +$52.5K +236 +8%
KW
2287
KWB Wealth
California
$738K +$63.5K +285 +9%
PPP
2288
Private Portfolio Partners
New Jersey
$737K +$28.7K +129 +4%
CCM
2289
Community Capital Management
Florida
$735K -$958K -4,300 -57%
AFA
2290
Arlington Financial Advisors
California
$735K -$15.6K -70 -2%
AAM
2291
Arabesque Asset Management
United Kingdom
$735K +$735K +3,299 New
FAFN
2292
First Affirmative Financial Network
Colorado
$733K +$733K +3,292 New
KIG
2293
Kowal Investment Group
Wisconsin
$732K +$56.1K +252 +8%
IWN
2294
Independent Wealth Network
Iowa
$732K +$732K +3,517 New
OWA
2295
Opal Wealth Advisors
New York
$731K -$70.2K -315 -9%
PP
2296
Patron Partners
Texas
$730K
CWM
2297
Curi Wealth Management
North Carolina
$728K -$14K -63 -2%
RZH
2298
Relyea Zuckerberg Hanson
Connecticut
$728K +$107K +480 +17%
CAG
2299
Curtis Advisory Group
California
$727K -$60.6K -272 -8%
GLAM
2300
Gardner Lewis Asset Management
Pennsylvania
$727K