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 %
LF
2651
LifeSteps Financial
California
$324K -$4.23K -20 -1%
RAM
2652
Roanoke Asset Management
New Jersey
$324K
TI
2653
tru Independence
Oregon
$322K -$91.9K -434 -22%
WCM
2654
Wallace Capital Management
Texas
$321K -$2.26K -10 -0.7%
CHA
2655
Carmichael Hill & Associates
Maryland
$321K
TCOT
2656
Trust Company of Toledo
Ohio
$321K
GWM
2657
GSB Wealth Management
Connecticut
$321K +$321K +1,516 New
CSPIA
2658
Cary Street Partners Investment Advisory
Virginia
$320K -$259K -1,226 -45%
CS
2659
Cannell & Spears
New York
$320K -$6.56K -31 -2%
FCFC
2660
First Citizens Financial Corp
Iowa
$319K -$9.96K -47 -3%
PCH
2661
PGIM Custom Harvest
New Jersey
$319K +$319K +1,508 New
SBF
2662
Sara-Bay Financial
Florida
$318K -$39.4K -186 -11%
MWPCG
2663
Measured Wealth Private Client Group
New Hampshire
$318K -$3.59K -17 -1%
EFL
2664
ERn Financial LLC
Wisconsin
$317K +$26K +123 +9%
IFAM
2665
Institutional & Family Asset Management
Colorado
$317K +$26.6K +126 +9%
RBCM
2666
Raub Brock Capital Management
California
$315K
WAM
2667
WNY Asset Management
New York
$315K +$315K +1,486 New
FWP
2668
Firethorn Wealth Partners
Georgia
$314K +$212 +1 +0.1%
FA
2669
Faithward Advisors
Pennsylvania
$313K -$36.2K -171 -10%
LIC
2670
Laurus Investment Counsel
Canada
$313K
BMWM
2671
Brown Miller Wealth Management
Virginia
$313K +$24.6K +116 +9%
LC
2672
LCNB Corp
Ohio
$312K -$206K -975 -40%
LF
2673
Lee Financial
Texas
$312K -$21.2K -100 -6%
NAG
2674
Northstar Advisory Group
New Jersey
$311K -$1.54M -7,284 -83%
Wolverine Trading
2675
Wolverine Trading
Illinois
$311K -$345K -1,631 -53%