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 %
BWA
2326
Beam Wealth Advisors
Louisiana
$692K +$39.2K +176 +6%
MFG
2327
Monte Financial Group
Connecticut
$691K +$67.2K +302 +11%
WA
2328
Waddell & Associates
Tennessee
$689K +$223 +1 +0%
ESBC
2329
E.S. Barr & Co
Kentucky
$686K +$7.35K +33 +1%
MMHP
2330
Murphy Middleton Hinkle & Parker
Georgia
$685K
PA
2331
Probity Advisors
Texas
$685K +$13.4K +60 +2%
RWI
2332
Red Wave Investments
Pennsylvania
$684K -$5.79K -26 -0.8%
BFWA
2333
Benchmark Financial Wealth Advisors
Florida
$683K -$28.5K -128 -4%
BWM
2334
Buckley Wealth Management
Nevada
$682K +$58.6K +263 +9%
ME
2335
McIlrath & Eck
Washington
$681K
TCPWM
2336
Traverso Chambers Private Wealth Management
California
$681K
GIP
2337
Greatmark Investment Partners
Georgia
$681K +$7.8K +35 +1%
IWA
2338
Intercontinental Wealth Advisors
Texas
$680K +$383K +1,718 +129%
GA
2339
GFS Advisors
Texas
$676K +$401K +1,800 +146%
FPCG
2340
Fort Pitt Capital Group
Pennsylvania
$674K -$511K -2,296 -43%
VA
2341
Valmark Advisers
Ohio
$672K +$66.2K +297 +11%
EWM
2342
EPG Wealth Management
Georgia
$671K +$14.3K +64 +2%
UMC
2343
United Maritime Capital
New York
$668K -$334K -1,500 -33%
SAM
2344
Secure Asset Management
Michigan
$668K +$61.5K +276 +10%
RW
2345
REDW Wealth
New Mexico
$667K
FBC
2346
Fairfield, Bush & Co
Connecticut
$665K
CF
2347
Copperwynd Financial
Arizona
$665K +$69.3K +311 +12%
PGH
2348
Partners Group Holding
Switzerland
$665K +$665K +2,985 New
LIG
2349
Lokken Investment Group
Delaware
$663K +$3.56K +16 +0.5%
CA
2350
Crumly & Associates
Illinois
$663K +$92.8K +417 +16%