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 %
RIG
826
Roosevelt Investment Group
New York
$12.3M -$367K -1,735 -3%
VW
827
Vantage Wealth
California
$12.2M +$22.2K +105 +0.2%
FAT
828
First American Trust
California
$12.2M +$141K +668 +1%
GI
829
Gradient Investments
Minnesota
$12.2M +$4.7M +22,176 +63%
IRF
830
IBM Retirement Fund
New York
$12.2M -$1.12M -5,286 -8%
OA
831
Oxbow Advisors
Texas
$12.1M +$255K +1,203 +2%
GAM
832
Gemmer Asset Management
California
$12.1M -$1.08M -5,120 -8%
CI
833
Capital International
California
$12.1M -$5.89M -27,816 -33%
CWM
834
Cabot Wealth Management
Massachusetts
$12.1M +$954K +4,506 +9%
MGIA
835
Matthew Goff Investment Advisor
Texas
$12.1M -$208K -984 -2%
CCM
836
Coerente Capital Management
Ontario, Canada
$12M +$12M +56,730 New
LBD
837
Landsberg Bennett & Dubbaneh
Florida
$12M -$545K -2,513 -4%
DWA
838
Douglass Winthrop Advisors
New York
$12M -$229K -1,083 -2%
GI
839
GAMCO Investors
Connecticut
$12M +$3.11M +14,688 +35%
CAM
840
Cresset Asset Management
Illinois
$11.9M +$1.94M +9,181 +19%
CANY
841
Caxton Associates (New York)
New York
$11.9M +$6.64M +31,364 +127%
WCM
842
Wisconsin Capital Management
Wisconsin
$11.9M -$30.9K -146 -0.3%
CAM
843
Columbia Asset Management
Michigan
$11.8M +$134K +635 +1%
WS
844
Wedbush Securities
California
$11.7M +$1.17M +5,538 +11%
PJSIMP
845
P.J. Schmidt Investment Management (PJS)
Wisconsin
$11.7M +$53.5K +226 +0.5%
UR
846
USCA RIA
Texas
$11.6M +$233K +1,101 +2%
GAM
847
Gotham Asset Management
New York
$11.5M -$3.39M -16,030 -23%
TCCM
848
Timber Creek Capital Management
Massachusetts
$11.5M +$366K +1,730 +3%
TPCW
849
TD Private Client Wealth
New York
$11.5M +$1.17M +5,549 +11%
CA
850
Cornerstone Advisors
North Carolina
$11.4M