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 %
ACA
2401
Ackerman Capital Advisors
Texas
$729K
MTIC
2402
Missouri Trust & Investment Company
Missouri
$729K +$729K +3,364 New
DA
2403
Detalus Advisors
Missouri
$726K
BFA
2404
Bragg Financial Advisors
North Carolina
$723K
CAM
2405
CenterStar Asset Management
Illinois
$721K
KW
2406
KWB Wealth
California
$718K +$866 +4 +0.1%
OR
2407
Olympiad Research
Connecticut
$717K +$158K +727 +28%
BCA
2408
Biltmore Capital Advisors
New Jersey
$716K -$77.6K -358 -10%
DWM
2409
Dorchester Wealth Management
Quebec, Canada
$716K -$48.7K -225 -6%
HTHT
2410
Hemenway Trust Hemenway Trust
New Hampshire
$716K -$5.85K -27 -0.8%
WIS
2411
Wright Investors Service
Connecticut
$715K -$433K -1,998 -38%
AFA
2412
Arlington Financial Advisors
California
$715K
PP
2413
Patron Partners
Texas
$715K +$4.33K +20 +0.6%
IAS
2414
Investment Advisory Services
Texas
$714K -$28.6K -132 -4%
SAM
2415
Strategy Asset Managers
California
$714K +$329K +1,516 +85%
BWP
2416
BSW Wealth Partners
Colorado
$713K -$70.4K -325 -9%
IIC
2417
Integrated Investment Consultants
Michigan
$712K +$14.3K +66 +2%
AWA
2418
Amplius Wealth Advisors
Pennsylvania
$711K +$711K +3,281 New
EWM
2419
EPG Wealth Management
Georgia
$705K +$52.5K +242 +8%
AIM
2420
Axiom Investment Management
New York
$704K +$10.4K +48 +2%
FBA
2421
Front Barnett Associates
Illinois
$702K
OFG
2422
Omega Financial Group
California
$695K -$2.82K -13 -0.4%
WA
2423
Waverly Advisors
Alabama
$695K +$40.4K +180 +6%
CHJWM
2424
Carlton Hofferkamp & Jenks Wealth Management
Texas
$692K +$15.1K +75 +2%
MCM
2425
Morton Capital Management
California
$691K +$691K +3,191 New