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 %
ST
2351
Sentinel Trust
Texas
$786K +$786K +3,629 New
OPA
2352
Old Port Advisors
Maine
$785K +$659 +3 +0.1%
BO
2353
BRR OpCo
Ohio
$785K +$8.88K +41 +1%
TIM
2354
Tevis Investment Management
Texas
$783K +$783K +3,603 New
ECM
2355
Elgethun Capital Management
South Dakota
$782K +$1.55K +7 +0.2%
I
2356
INVST
Indiana
$782K +$5.61K +26 +0.7%
HG
2357
Harbor Group
New Hampshire
$781K
3F
2358
360 Financial
Minnesota
$778K -$8.67K -40 -1%
PCWA
2359
Pacific Capital Wealth Advisors
California
$778K +$18.2K +84 +2%
VV
2360
Verity & Verity
South Carolina
$778K +$31.2K +144 +4%
SF
2361
Symphony Financial
Texas
$778K +$286K +1,291 +58%
FAFN
2362
First Affirmative Financial Network
Colorado
$777K +$63.9K +295 +9%
WCM
2363
WealthBridge Capital Management
Ohio
$776K -$108K -498 -12%
PWM
2364
PBMares Wealth Management
Virginia
$776K
RSC
2365
Red Spruce Capital
Pennsylvania
$776K +$21.2K +98 +3%
SIG
2366
Sargent Investment Group
Maryland
$773K -$91.7K -423 -11%
SAM
2367
SignalPoint Asset Management
Missouri
$773K +$13K +60 +2%
EAM
2368
Evanson Asset Management
California
$771K +$11.9K +55 +2%
PCM
2369
Pointe Capital Management
Michigan
$771K +$37.5K +173 +5%
BWA
2370
BDO Wealth Advisors
Florida
$770K -$6.94K -32 -0.9%
IWN
2371
Independent Wealth Network
Iowa
$770K +$7.59K +35 +1%
CWP
2372
Curated Wealth Partners
California
$770K +$41.9K +193 +6%
SIM
2373
SSI Investment Management
California
$769K -$1.08K -5 -0.1%
DPI
2374
Diversified Portfolios Inc
Michigan
$768K
KWM
2375
Kolinsky Wealth Management
New Jersey
$767K +$767K +3,541 New