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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 %
ASN
901
Advisory Services Network
Georgia
$10.8M +$438K +1,873 +4%
QI
902
QS Investors
New York
$10.7M -$289K -1,234 -3%
DAC
903
Dividend Assets Capital
South Carolina
$10.7M -$1.45M -6,212 -12%
SSB
904
Sandy Spring Bank
Maryland
$10.7M +$250K +1,067 +2%
TCM
905
Traynor Capital Management
Pennsylvania
$10.7M -$149K -626 -1%
RWA
906
River Wealth Advisors
Pennsylvania
$10.7M +$105K +447 +1%
WPP
907
Whalerock Point Partners
Rhode Island
$10.6M +$18.5K +79 +0.2%
LWM
908
Lyell Wealth Management
California
$10.5M +$257K +1,101 +3%
RBA
909
Richard Bernstein Advisors
New York
$10.5M – – –
OCAM
910
Onex Canada Asset Management
Ontario, Canada
$10.5M +$69.2K +296 +0.7%
CCT
911
Chemung Canal Trust
New York
$10.5M -$155K -662 -1%
FA
912
Fagan Associates
New York
$10.4M -$209K -895 -2%
HWM
913
HFR Wealth Management
New York
$10.4M +$10.4M +44,482 New
SCM
914
Shelton Capital Management
Colorado
$10.4M +$2.03M +8,687 +24%
FG
915
Fiduciary Group
Georgia
$10.4M +$199K +841 +2%
PMG
916
ProVise Management Group
Florida
$10.3M -$204K -872 -2%
BAS
917
Brown Advisory Securities
Maryland
$10.3M -$189K -808 -2%
SMH
918
Sanders Morris Harris
Texas
$10.3M +$1.94M +8,114 +23%
VFA
919
Valeo Financial Advisors
Indiana
$10.3M -$3.82M -16,320 -27%
KRSITF
920
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$10.3M -$1.4M -6,001 -12%
ANBT
921
American National Bank & Trust
Texas
$10.2M +$231K +988 +2%
PWW
922
Pettyjohn Wood & White
Virginia
$10.2M -$148K -635 -1%
ECM
923
Everence Capital Management
Indiana
$10.2M – – –
SWM
924
Segment Wealth Management
Texas
$10.2M +$222K +950 +2%
HIA
925
Harbor Investment Advisory
Maryland
$10.1M +$149K +636 +1%
35 36
37
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