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Visa
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Overview Fund Activity

3,032 hedge funds and large institutions have $371B invested in Visa in 2021 Q2 according to their latest regulatory filings, with 156 funds opening new positions, 1,384 increasing their positions, 1,113 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,032
Holders Change
+24
Holders Change %
+0.8%
% of All Funds
52.93%
Holding in Top 10
472
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+6.31%
% of All Funds
8.24%
New
156
Increased
1,384
Reduced
1,113
Closed
95
Calls
$6.12B
Puts
$4.65B
Net Calls
+$1.46B
Net Calls Change
-$719M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$470M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$420M
3
TAM
Troy Asset Management
United Kingdom
+$399M
4
Macquarie Group
Macquarie Group
Australia
+$301M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$280M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1.06B
2
BlackRock
BlackRock
New York
-$526M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$487M
4
RCM
Rokos Capital Management
United Kingdom
-$468M
5
Viking Global Investors
Viking Global Investors
Connecticut
-$425M
Name Holding Trade Value Shares
Change 		Shares
Change %
WDL
2526
Well Done LLC
Michigan
$488K +$15.4K +66 +3%
SIAG
2527
Safeguard Investment Advisory Group
California
$487K +$15.4K +66 +3%
LAM
2528
LifePro Asset Management
California
$486K -$565K -2,419 -54%
BWM
2529
BerganKDV Wealth Management
Minnesota
$482K – – –
HFS
2530
Howard Financial Services
Texas
$479K -$70.1K -300 -13%
HIS
2531
Horizon Investment Services
Indiana
$478K -$3.27K -14 -0.7%
DE
2532
Day & Ennis
Georgia
$478K – – –
SCM
2533
SOL Capital Management
Maryland
$477K -$11.7K -50 -2%
EWA
2534
Encompass Wealth Advisors
Oregon
$477K +$2.34K +10 +0.5%
LCM
2535
LVM Capital Management
Michigan
$477K +$234K +1,000 +96%
VCM
2536
Vivaldi Capital Management
Illinois
$472K -$18.8K -81 -4%
FP
2537
Fiduciary Planning
Florida
$472K +$459K +1,963 +3,444%
PCC
2538
Park Circle Company
Maryland
$468K – – –
HWM
2539
Hemington Wealth Management
Virginia
$465K +$18.7K +80 +4%
SAF
2540
Smith Anglin Financial
Texas
$464K +$468 +2 +0.1%
TFCP
2541
Twin Focus Capital Partners
Massachusetts
$463K +$41.6K +178 +10%
AO
2542
Allen Operations
New York
$460K – – –
QCIG
2543
Quad-Cities Investment Group
Iowa
$460K +$2.57K +11 +0.6%
SCA
2544
Sage Capital Advisors
South Dakota
$459K +$8.78K +36 +2%
HFP
2545
Holistic Financial Partners
Indiana
$456K – – –
NFG
2546
Nadler Financial Group
Illinois
$456K +$15.2K +65 +3%
AP
2547
Adero Partners
California
$456K +$38.5K +165 +9%
CWA
2548
Clearview Wealth Advisors
Oregon
$455K -$13.8K -59 -3%
EBA
2549
Eagle Bay Advisors
New York
$455K +$455K +1,930 New
PCFFS
2550
Pacific Center for Financial Services
California
$453K +$234 +1 +0.1%
100 101
102
103 104