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 %
NFP
2726
Narus Financial Partners
Utah
$280K +$280K +1,322 New
OPWM
2727
Oxinas Partners Wealth Management
Indiana
$277K +$17.3K +82 +7%
SWP
2728
ShoreHaven Wealth Partners
New Jersey
$277K +$182K +862 +192%
KIM
2729
Karpus Investment Management
New York
$276K +$276K +1,305 New
BWM
2730
BCS Wealth Management
Tennessee
$275K -$11.6K -55 -4%
BFS
2731
Bickling Financial Services
Massachusetts
$275K -$3.81K -18 -1%
AF
2732
Apexium Financial
Texas
$275K +$12.7K +60 +5%
PGA
2733
Portland Global Advisors
Maine
$275K +$55.9K +264 +26%
BFG
2734
Barber Financial Group
Kansas
$274K -$5.29K -25 -2%
FPGK
2735
Financial Partners Group (Kansas)
Kansas
$272K +$12.5K +59 +5%
CMP
2736
Courage Miller Partners
Virginia
$271K
EW
2737
Element Wealth
Mississippi
$271K
CAGAS
2738
Capital Advisory Group Advisory Services
Minnesota
$268K +$16.9K +80 +7%
CWM
2739
Cahaba Wealth Management
Georgia
$268K +$268K +1,268 New
OFG
2740
Oxford Financial Group
Indiana
$266K +$52.2K +247 +24%
DOA
2741
D'Orazio & Associates
Virginia
$266K +$75.4K +356 +40%
HWA
2742
Heartwood Wealth Advisors
Virginia
$265K -$43.9K -207 -14%
SP
2743
SWS Partners
Ohio
$265K -$15.4K -73 -6%
FCMC
2744
Founders Capital Management (Connecticut)
Connecticut
$265K
APC
2745
Aspire Private Capital
North Carolina
$265K +$138K +651 +108%
CWA
2746
Capital Wealth Alliance
Arizona
$264K +$264K +1,247 New
MGIM
2747
M&G Investment Management
United Kingdom
$264K -$27.2K -128,121 -9%
PWM
2748
PRW Wealth Management
Massachusetts
$263K -$19.5K -92 -7%
SFG
2749
Sunburst Financial Group
Alabama
$262K +$423 +2 +0.2%
RRA
2750
Round Rock Advisors
Connecticut
$262K +$262K +1,238 New