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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 %
FNBTCON
2826
First National Bank & Trust Co of Newtown
Pennsylvania
$242K – – –
TFO
2827
Tarbox Family Office
California
$241K -$4.68K -20 -2%
MHIC
2828
Marble Harbor Investment Counsel
Massachusetts
$240K – – –
NAS
2829
Nicolet Advisory Services
Wisconsin
$239K – – –
BMA
2830
Brooks Moore & Associates
Tennessee
$237K – – –
NS
2831
Newman & Schimel
Illinois
$237K – – –
TWM
2832
Triton Wealth Management
Arizona
$237K +$6.73K +29 +3%
CRI
2833
Colonial River Investments
Virginia
$237K +$6.79K +29 +3%
CCP
2834
Cassia Capital Partners
North Carolina
$237K +$237K +1,012 New
CAM
2835
Costello Asset Management
Pennsylvania
$236K – – –
SC
2836
Saturna Capital
Washington
$236K – – –
EC
2837
EJF Capital
Virginia
$234K -$351K -1,500 -60%
LGA
2838
Lebenthal Global Advisors
New York
$234K -$27.4K -117 -10%
AI
2839
ArchPoint Investors
Florida
$234K – – –
TCB
2840
Texas Capital Bancshares
Texas
$234K – – –
DCM
2841
Delta Capital Management
New Jersey
$234K – – –
BWM
2842
BigSur Wealth Management
Florida
$234K – – –
NIM
2843
Nexus Investment Management
Ontario, Canada
$234K – – –
RC
2844
Rinet Company
Massachusetts
$234K +$12.4K +53 +6%
HCM
2845
Highlander Capital Management
New Jersey
$234K +$70.2K +300 +43%
GLLW
2846
Graves Light Lenhart Wealth
Virginia
$233K -$43.9K -188 -16%
MLFP
2847
MPS Loria Financial Planners
Illinois
$233K – – –
EIP
2848
Ellis Investment Partners
Pennsylvania
$233K +$9.55K +41 +4%
CRIG
2849
Charter Research & Investment Group
Connecticut
$231K +$9.33K +40 +4%
SFA
2850
Source Financial Advisors
New York
$230K -$11K -47 -5%
112 113
114
115 116