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 %
JWM
2451
JGP Wealth Management
Oregon
$546K -$1.34K -6 -0.2%
SCA
2452
STALEY CAPITAL ADVISERS
Pennsylvania
$546K
FPB
2453
First PREMIER Bank
South Dakota
$545K +$24.5K +110 +5%
BEI
2454
Benjamin Edwards Inc
Missouri
$545K +$31.8K +143 +6%
CST
2455
Charles Schwab Trust
Nevada
$545K +$156K +701 +40%
TWM
2456
TMD Wealth Management
Arizona
$542K
TA
2457
Trellis Advisors
Washington
$541K
BA
2458
Bridgewater Advisors
New York
$541K +$30.5K +137 +6%
FNBOSM
2459
First National Bank of South Miami
Florida
$539K +$35.2K +158 +7%
FC
2460
FORA Capital
Florida
$538K -$4.86M -21,812 -90%
GP
2461
Geneva Partners
Wisconsin
$538K -$2.23K -10 -0.4%
DWA
2462
Dougherty Wealth Advisers
Minnesota
$538K
MWA
2463
Moser Wealth Advisors
Washington
$538K +$7.13K +32 +1%
AIIMS
2464
Analyst IMS Investment Management Services
Israel
$537K +$51.4K +231 +11%
HCM
2465
Huber Capital Management
California
$535K
OL
2466
Optas LLC
Texas
$535K +$64.1K +288 +14%
EBA
2467
Eagle Bay Advisors
New York
$535K +$104K +465 +24%
PCH
2468
PGIM Custom Harvest
New Jersey
$534K +$162K +726 +43%
CCA
2469
Cadent Capital Advisors
Oklahoma
$533K -$18.7K -84 -3%
Nomura Holdings
2470
Nomura Holdings
Japan
$532K -$69.9M -313,580 -99%
MAM
2471
McCarthy Asset Management
California
$532K -$11.8K -53 -2%
UAS
2472
United Asset Strategies
New York
$532K -$1.11K -5 -0.2%
AIFAIM
2473
American Institute for Advanced Investment Management
Arizona
$528K -$16.7K -75 -3%
EFG
2474
Everhart Financial Group
Ohio
$525K +$124K +557 +31%
TCBWMS
2475
Texas Capital Bank Wealth Management Services
Texas
$523K +$9.14K +41 +2%