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 %
SRC
2401
Sage Rhino Capital
California
$598K +$19.6K +88 +3%
MAM
2402
Marotta Asset Management
Virginia
$596K
BMCM
2403
Bryn Mawr Capital Management
Pennsylvania
$595K +$223 +1 +0%
Canada Pension Plan Investment Board
2404
Canada Pension Plan Investment Board
Ontario, Canada
$594K -$5.54M -24,865 -90%
HP
2405
HT Partners
Connecticut
$594K +$2.9K +13 +0.5%
ARG
2406
Advisory Resource Group
Oklahoma
$594K +$594K +2,668 New
FCA
2407
FinTrust Capital Advisors
South Carolina
$593K -$55.7K -250 -9%
JCM
2408
Jag Capital Management
Missouri
$591K -$496K -2,225 -46%
NG
2409
Northstar Group
New York
$591K -$5.57K -25 -0.9%
OFG
2410
Oxford Financial Group
Indiana
$590K +$299K +1,344 +103%
LSA
2411
Lion Street Advisors
Texas
$590K +$590K +2,650 New
SFG
2412
StrategIQ Financial Group
Indiana
$589K
GAM
2413
Gould Asset Management
California
$586K -$104K -465 -15%
PWA
2414
Physician Wealth Advisors
Utah
$585K -$1.62K -7 -0.3%
WFM
2415
Wolff Financial Management
Michigan
$585K +$585K +2,626 New
GSIS
2416
Global Strategic Investment Solutions
Arizona
$584K -$11.4K -51 -2%
PWM
2417
Prentice Wealth Management
New York
$584K +$11.4K +51 +2%
MFG
2418
Magnus Financial Group
New York
$584K +$50.6K +227 +9%
SWA
2419
SOA Wealth Advisors
New York
$583K -$891 -4 -0.2%
RBFC
2420
Roman Butler Fullerton & Co
Missouri
$583K +$29K +126 +5%
FAM
2421
Formidable Asset Management
Ohio
$582K
HI
2422
Hudock Inc
Pennsylvania
$581K -$9.12K -41 -2%
CWM
2423
Chesapeake Wealth Management
Virginia
$580K -$173K -778 -23%
HFA
2424
High Falls Advisors
New York
$580K -$56.6K -254 -9%
TI
2425
Truepoint Inc
Ohio
$580K +$40.1K +180 +7%