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 %
MFA
3001
McClarren Financial Advisors
Pennsylvania
$23K
SWM
3002
Selective Wealth Management
Virginia
$23K +$1.84K +8 +9%
SFP
3003
Sterling Financial Planning
New Jersey
$22K +$15K +64 +213%
PWS
3004
Paragon Wealth Strategies
Florida
$22K +$22K +95 New
JWA
3005
JFS Wealth Advisors
Pennsylvania
$21K +$4.01K +17 +24%
RG
3006
Retirement Group
California
$20K -$70K -308 -78%
RCWMU
3007
Rothschild & Co Wealth Management (UK)
United Kingdom
$20K
IP
3008
Isthmus Partners
Wisconsin
$20K +$20K +84 New
H
3009
HoyleCohen
California
$19.9K -$33 -140 -0.2%
HL
3010
Harding Loevner
New Jersey
$18K
RDFA
3011
Ritter Daniher Financial Advisory
Ohio
$17K
SIAP
3012
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$15K +$224 +3 +2%
WIA
3013
Wealthstreet Investment Advisors
Texas
$12K -$28.1M -121,672 -100%
MFT
3014
Moisand Fitzgerald Tamayo
Florida
$12K +$11.3K +50 +1,667%
MFG
3015
Monumental Financial Group
Maryland
$10K -$727K -2,982 -99%
CWM
3016
Cranbrook Wealth Management
Michigan
$9K -$10.4K -44 -54%
CMBA
3017
C.M. Bidwell & Associates
Hawaii
$9K
RIM
3018
Ranger Investment Management
Texas
$9K
TJHA
3019
Thomas J. Herzfeld Advisors
Florida
$7K -$241 -1 -3%
SA
3020
SRH Advisors
Kansas
$7K
DI
3021
Disciplined Investments
Oklahoma
$7K
MA
3022
Modus Advisors
Minnesota
$7K +$7K +31 New
JWM
3023
Jackson Wealth Management
Florida
$7K +$6.54K +560,874 +1,434%
HWM
3024
Holloway Wealth Management
Florida
$6K
CWA
3025
Carolina Wealth Advisors
South Carolina
$5K -$6.3K -29 -56%