3,008 hedge funds and large institutions have $338B invested in Visa in 2021 Q1 according to their latest regulatory filings, with 161 funds opening new positions, 1,437 increasing their positions, 1,103 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,008
Holders Change
-2
Holders Change %
-0.07%
% of All Funds
52.97%
Holding in Top 10
444
Holding in Top 10 Change
-112
Holding in Top 10 Change %
-20.14%
% of All Funds
7.82%
New
161
Increased
1,437
Reduced
1,103
Closed
126
Calls
$6.88B
Puts
$4.7B
Net Calls
+$2.18B
Net Calls Change
+$1.53B
Name Holding Trade Value Shares
Change
Shares
Change %
TCM
2476
Towercrest Capital Management
Pennsylvania
$481K -$3.6K -17 -0.7%
LA
2477
LexAurum Advisors
Kansas
$480K -$4.24K -20 -0.9%
DTC
2478
Davidson Trust Company
Washington
$480K +$9.29K +44 +2%
VCM
2479
Vivaldi Capital Management
Illinois
$479K -$74K -326 -13%
NCG
2480
Newport Capital Group
New Jersey
$478K
OFW
2481
Omnia Family Wealth
Florida
$477K -$12.7K -60 -3%
CC
2482
Claybrook Capital
Massachusetts
$476K
HCM
2483
Hutchinson Capital Management
California
$475K +$211 +1 +0%
TCBWMS
2484
Texas Capital Bank Wealth Management Services
Texas
$474K -$2.75K -13 -0.6%
SIC
2485
Samalin Investment Counsel
New York
$471K +$35.8K +169 +8%
EWA
2486
Encompass Wealth Advisors
Oregon
$471K +$471K +2,033 New
CAM
2487
Claret Asset Management
Quebec, Canada
$470K -$10.4K -49 -2%
CA
2488
Crumly & Associates
Illinois
$467K -$118K -558 -20%
TWP
2489
Tower Wealth Partners
Pennsylvania
$466K +$36K +170 +8%
RW
2490
Rede Wealth
Virginia
$465K +$2.33K +11 +0.5%
PIMG
2491
Patriot Investment Management Group
Tennessee
$465K +$141K +665 +43%
CA
2492
Claro Advisors
Massachusetts
$465K +$151K +712 +48%
LFF
2493
Level Four Financial
Texas
$464K -$132K -621 -22%
FBT
2494
First Bank & Trust
South Dakota
$464K +$44.9K +212 +11%
CAM
2495
Campion Asset Management
Virginia
$464K +$464K +2,190 New
TCM
2496
Tandem Capital Management
New Jersey
$463K +$21.4K +101 +5%
PBO
2497
Peoples Bank (Ohio)
Ohio
$462K -$20.3K -96 -4%
NVIM
2498
New Vernon Investment Management
Illinois
$462K
T
2499
TRUADVICE
Florida
$461K -$38.1K -161 -8%
KFA
2500
Kelleher Financial Advisors
New York
$460K +$224K +1,059 +95%