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 %
SGCA
2301
Steel Grove Capital Advisors
Tennessee
$725K +$9.58K +43 +1%
BFA
2302
Bragg Financial Advisors
North Carolina
$723K +$23K +103 +3%
FBA
2303
Front Barnett Associates
Illinois
$722K
OWA
2304
One Wealth Advisors
California
$722K +$223 +1 +0%
CWM
2305
Cedar Wealth Management
California
$721K +$37.4K +168 +5%
CIP
2306
Convergence Investment Partners
Florida
$720K -$36.1K -162 -5%
OPOWM
2307
One Plus One Wealth Management
Florida
$720K -$34.8K -156 -5%
TWM
2308
Tradition Wealth Management
Minnesota
$718K +$20.7K +93 +3%
VV
2309
Verity & Verity
South Carolina
$717K -$16.2K -78 -2%
OFG
2310
Omega Financial Group
California
$717K -$1.11K -5 -0.2%
IIC
2311
Integrated Investment Consultants
Michigan
$717K +$11.1K +50 +2%
ACM
2312
Allred Capital Management
Texas
$716K -$16.3K -73 -2%
IGGA
2313
Iron Gate Global Advisors
Utah
$712K +$1.56K +7 +0.2%
AIM
2314
Axiom Investment Management
New York
$712K +$8.7K +39 +1%
FPWM
2315
FSB Premier Wealth Management
Iowa
$706K -$223 -1 -0%
FFWM
2316
Future Financial Wealth Management
Ohio
$702K
MWP
2317
Madison Wealth Partners
Wisconsin
$702K +$38.7K +174 +6%
BAM
2318
Bellevue Asset Management
Washington
$700K +$11.2K +50 +2%
SFG
2319
SNS Financial Group
Minnesota
$700K +$15.2K +68 +2%
OIA
2320
Optimum Investment Advisors
Illinois
$696K -$360K -1,618 -34%
PP
2321
Palladium Partners
Virginia
$695K +$41K +184 +6%
DJYG
2322
David J. Yvars Group
Florida
$693K
BCM
2323
Bienville Capital Management
New York
$692K
FCA
2324
FLC Capital Advisors
California
$692K
NC
2325
NinePointTwo Capital
California
$692K