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 %
OR
2426
Olympiad Research
Connecticut
$575K +$56.6K +254 +11%
DA
2427
DCM Advisors
New York
$574K -$979K -4,399 -63%
CWP
2428
Concord Wealth Partners
Virginia
$573K -$262K -1,174 -31%
TF
2429
Trek Financial
Arizona
$570K +$79.5K +357 +16%
EWA
2430
Evolution Wealth Advisors
Florida
$569K -$405K -1,819 -42%
LFF
2431
Level Four Financial
Texas
$569K +$79.7K +358 +16%
BA
2432
Birinyi Associates
Connecticut
$568K -$111K -500 -16%
WAM
2433
Winslow Asset Management
Ohio
$568K
CNFG
2434
Creegan & Nassoura Financial Group
New Hampshire
$565K
IWA
2435
Inspirion Wealth Advisors
Illinois
$564K
TVAMP
2436
Tennessee Valley Asset Management Partners
Tennessee
$564K +$564K +2,532 New
IA
2437
Insight Advisors
Pennsylvania
$563K -$110K -528 -16%
WAOI
2438
Wealth Advisors of Iowa
Iowa
$563K +$223 +1 +0%
TCWM
2439
Total Clarity Wealth Management
Illinois
$563K +$48.6K +218 +9%
MSA
2440
Marino Stram & Associates
Massachusetts
$562K -$5.85M -26,221 -91%
MIM
2441
Merrion Investment Management
New Jersey
$561K
APC
2442
Aspire Private Capital
North Carolina
$559K -$7.13K -32 -1%
RAM
2443
Rempart Asset Management
Canada
$556K
FBT
2444
First Bank & Trust
South Dakota
$556K +$23.6K +106 +4%
NP
2445
Ninepoint Partners
Ontario, Canada
$555K
SSG
2446
Summit Securities Group
New York
$555K +$132K +591 +31%
TIM
2447
Tortoise Investment Management
New York
$549K +$139K +625 +34%
RIM
2448
Rockbridge Investment Management
New York
$548K +$223 +1 +0%
GSC
2449
G&S Capital
Colorado
$547K +$5.79K +26 +1%
MMC
2450
Mizuho Markets Cayman
Cayman Islands
$546K -$1.16M -5,192 -68%