V icon

Visa
V

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 %
TC
2626
TwinBeech Capital
New York
$374K -$1.61M -6,899 -81%
FCMT
2627
Founders Capital Management (Texas)
Texas
$374K +$10.5K +45 +3%
WWP
2628
Waypoint Wealth Partners
California
$372K -$10K -43 -3%
MWPCG
2629
Measured Wealth Private Client Group
New Hampshire
$372K +$20.3K +87 +6%
BWM
2630
Baystate Wealth Management
Massachusetts
$371K +$10.3K +44 +3%
AA
2631
Advisory Alpha
Michigan
$370K -$35K -150 -9%
CAN
2632
Claraphi Advisory Network
United States
$368K -$49.3K -211 -12%
MHR
2633
Matthew Hamilton Rosenberg
$368K -$29.9K -128 -8%
SCA
2634
Sippican Capital Advisors
Massachusetts
$368K – – –
PWM
2635
Palumbo Wealth Management
New York
$368K +$27.6K +118 +8%
NWA
2636
New World Advisors
Massachusetts
$368K +$368K +1,572 New
JWM
2637
Janiczek Wealth Management
Colorado
$367K +$166K +709 +82%
CMI
2638
Clare Market Investments
Texas
$366K +$234 +1 +0.1%
PMG
2639
Private Management Group
California
$366K -$1.17K -5 -0.3%
LNWTC
2640
Laird Norton Wetherby Trust Company
Washington
$365K -$241K -1,035 -40%
B
2641
Bellecapital
Switzerland
$365K +$99.5K +425 +37%
1CP
2642
17 Capital Partners
Arizona
$365K +$365K +1,560 New
ZIG
2643
Zuckerman Investment Group
Illinois
$364K -$19.9K -85 -5%
USGIU
2644
U.S. Global Investors (USGI)
Texas
$364K – – –
SC
2645
Sierra Capital
Florida
$364K – – –
ARMC
2646
American Research & Management Company
Massachusetts
$364K +$187K +800 +106%
EFL
2647
ERn Financial LLC
Wisconsin
$363K +$13.1K +56 +4%
RFO
2648
RiverGlades Family Offices
Florida
$362K – – –
RPCA
2649
Running Point Capital Advisors
California
$361K +$91.5K +391 +34%
HI
2650
HBK Investments
Texas
$360K -$4.82M -20,624 -93%
104 105
106
107 108