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
Name Holding Trade Value Shares
Change
Shares
Change %
FVWA
2876
Foster Victor Wealth Advisors
South Carolina
$212K -$39.4K -168 -16%
TWP
2877
Treybourne Wealth Planners
Indiana
$212K +$212K +907 New
NAMM
2878
NorthStar Asset Management (Massachusetts)
Massachusetts
$212K +$212K +906 New
JWM
2879
Jeppson Wealth Management
California
$211K +$211K +905 New
CFC
2880
Coyle Financial Counsel
Illinois
$210K -$257K -1,100 -55%
STC
2881
Sarah T. Connolly
$210K +$210K +900 New
WA
2882
Wealthstar Advisors
Texas
$209K +$209K +886 New
BA
2883
Bridge Advisory
California
$208K +$208K +888 New
AIA
2884
Alera Investment Advisors
Illinois
$207K +$207K +965 New
MIM
2885
Marco Investment Management
Georgia
$204K +$204K +872 New
RGC
2886
Roberts, Glore & Co
Illinois
$204K +$204K +874 New
RPG
2887
Resource Planning Group
Georgia
$203K +$203K +869 New
CA
2888
Cumberland Advisors
Florida
$203K +$203K +870 New
OBWG
2889
Onyx Bridge Wealth Group
New York
$200K +$200K +807 New
LI
2890
Lafayette Investments
Maryland
$200K +$200K +856 New
OEP
2891
Ocean Endowment Partners
Illinois
$198K +$14.7K +92 +8%
EAM
2892
Eukles Asset Management
Ohio
$197K +$154K +658 +360%
COCM
2893
Charter Oak Capital Management
New Hampshire
$195K
AA
2894
Addison Advisors
Vermont
$193K +$193K +825 New
HIM
2895
Hillsdale Investment Management
Ontario, Canada
$192K -$21.1K -90 -10%
FWM
2896
Focused Wealth Management
New York
$190K -$97.8K -419 -34%
BMD
2897
Better Money Decisions
New Mexico
$189K +$234 +1 +0.1%
GWMIA
2898
Global Wealth Management Investment Advisory
Florida
$188K -$1.17K -5 -0.6%
TLFA
2899
True Link Financial Advisors
California
$188K +$27.2K +116 +17%
Q
2900
QVR
California
$188K +$152K +649 +416%