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 %
IF
2926
Ironwood Financial
Arizona
$79K
GG
2927
Gleason Group
Kentucky
$79K
WCM
2928
Wealthcare Capital Management
Virginia
$79K +$79K +374 New
NR
2929
Newfound Research
Massachusetts
$78K -$42.2K -199 -35%
PG
2930
Proffitt & Goodson
Tennessee
$78K
JPLA
2931
Joseph P. Lucia & Associates
New York
$77K +$3.18K +15 +4%
JWBC
2932
John W. Brooker & Co
California
$75K -$1.27K -6 -2%
RA
2933
Resolute Advisors
California
$75K +$75K +468 New
SL
2934
Savior LLC
Massachusetts
$73K +$10.2K +48 +16%
HFA
2935
Hoover Financial Advisors
Pennsylvania
$71K -$3.37K -15 -5%
LAS
2936
Lloyd Advisory Services
Georgia
$71K +$35.8K +169 +102%
KTC
2937
Kistler-Tiffany Companies
Pennsylvania
$70K -$424 -2 -0.6%
CPFP
2938
Clear Perspectives Financial Planning
Ohio
$66K
HS
2939
Horan Securities
United States
$65K +$36.8K +174 +131%
EC
2940
Estate Counselors
Wisconsin
$63K
AWM
2941
Avondale Wealth Management
Texas
$62K
IFA
2942
Interactive Financial Advisors
Illinois
$61K
AL
2943
ADE LLC
Maryland
$61K
NC
2944
NewSquare Capital
Pennsylvania
$60K -$10.6K -50 -15%
FPW
2945
Flagship Private Wealth
Massachusetts
$58.9K -$9.2K -42 -14%
MGI
2946
MayTech Global Investments
New York
$58K
EWM
2947
Edge Wealth Management
New York
$58K +$9.38K +44 +19%
TFM
2948
TFC Financial Management
Massachusetts
$57K -$11.6K -55 -17%
BHWM
2949
Bay Harbor Wealth Management
Maryland
$54K -$3.2K -15 -6%
RBC
2950
Roble Belko & Company
Pennsylvania
$53K +$2.94K +14 +6%