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 %
MAM
2301
McLean Asset Management
Virginia
$859K -$126K -584 -13%
HC
2302
Hoese & Co
Minnesota
$859K +$7.36K +34 +0.9%
OWA
2303
Opal Wealth Advisors
New York
$858K +$147K +679 +21%
MFG
2304
Monte Financial Group
Connecticut
$857K +$185K +852 +27%
EA
2305
Emerald Advisers
Pennsylvania
$856K -$37.3K -172 -4%
DLCIG
2306
D.L. Carlson Investment Group
New Hampshire
$854K -$5.68M -26,222 -87%
CCP
2307
Clarkston Capital Partners
Michigan
$853K +$6.07K +28 +0.7%
DP
2308
DDD Partners
Washington
$849K +$849K +3,916 New
EFA
2309
Evernest Financial Advisors
Indiana
$849K +$849K +3,070 New
MJP
2310
Michael J. Puzo
$848K -$82.3K -380 -9%
CDIA
2311
Capital Directions Investment Advisors
Georgia
$846K +$27.1K +125 +3%
EI
2312
Ellevest Inc
New York
$845K +$48.8K +225 +6%
HCP
2313
Holt Capital Partners
Texas
$844K -$4.55K -21 -0.5%
EWM
2314
Elmwood Wealth Management
California
$842K +$842K +3,885 New
SFG
2315
StrategIQ Financial Group
Indiana
$841K +$268K +1,234 +47%
AMCA
2316
Arthur M. Cohen & Associates
Illinois
$834K -$36.2K -160 -4%
BDS
2317
Banco de Sabadell
Florida
$834K +$834K +3,835 New
AWA
2318
Alta Wealth Advisors
Massachusetts
$833K -$597K -2,755 -42%
WFMPM
2319
Woodley Farra Manion Portfolio Management
Indiana
$832K -$24.7K -114 -3%
NEWAS
2320
N.E.W. Advisory Services
Wisconsin
$830K
ACWM
2321
Adams Chetwood Wealth Management
North Carolina
$829K +$3.9K +18 +0.5%
PGWM
2322
Parisi Gray Wealth Management
New Jersey
$829K +$4.99K +23 +0.6%
KFGK
2323
Keystone Financial Group (Kentucky)
Kentucky
$829K +$12.8K +59 +2%
AFM
2324
Andesa Financial Management
Pennsylvania
$825K +$77.8K +359 +10%
SDWMA
2325
Schneider Downs Wealth Management Advisors
Pennsylvania
$822K -$42.3K -195 -5%