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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 %
MVA
2776
Mount Vernon Associates
Maryland
$269K – – –
THWM
2777
Taylor Hoffman Wealth Management
Virginia
$268K – – –
FM
2778
Foster & Motley
Ohio
$268K – – –
EMFAT
2779
Emerald Mutual Fund Advisers Trust
Pennsylvania
$268K +$268K +1,148 New
NPT
2780
Nixon Peabody Trust
Massachusetts
$267K -$5.85K -25 -2%
BIAS
2781
Beacon Investment Advisory Services
New Jersey
$267K – – –
FSA
2782
Financial Sense Advisors
California
$266K -$58.2K -249 -18%
GWM
2783
Greenwich Wealth Management
Connecticut
$266K +$16.1K +69 +6%
NCM
2784
Neumann Capital Management
California
$264K – – –
C1AG
2785
Client 1st Advisory Group
Florida
$263K +$36.1K +154 +16%
JWS
2786
Juncture Wealth Strategies
Arizona
$263K +$263K +1,104 New
NSB
2787
Norway Savings Bank
Maine
$262K +$25.1K +107 +11%
4WM
2788
4J Wealth Management
Virginia
$261K – – –
SWM
2789
Salvus Wealth Management
New Jersey
$261K +$261K +1,110 New
KAM
2790
Knightsbridge Asset Management
California
$260K – – –
HCM
2791
HMS Capital Management
Tennessee
$260K +$260K +1,110 New
OGF
2792
Orin Green Financial
California
$259K – – –
CPC
2793
Consolidated Planning Corp
Georgia
$258K -$2.33K -10 -0.9%
IFAM
2794
Institutional & Family Asset Management
Colorado
$257K -$93.9K -401 -27%
IF
2795
IRON Financial
Illinois
$257K -$10.5K -45 -4%
TCWA
2796
Ten Capital Wealth Advisors
Washington
$256K +$1.87K +8 +0.7%
GCA
2797
Gradient Capital Advisors
California
$254K +$6.78K +29 +3%
Voloridge Investment Management
2798
Voloridge Investment Management
Florida
$253K -$2.45M -10,491 -91%
WDC
2799
Woodward Diversified Capital
California
$253K -$764K -3,273 -75%
VR
2800
Viridian RIA
Washington
$253K -$248K – –
110 111
112
113 114