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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 %
LFAS
1051
Level Four Advisory Services
Texas
$7.82M +$1.14M +4,895 +17%
PA
1052
Perennial Advisors
New York
$7.78M +$36.2K +155 +0.5%
BB
1053
Berkshire Bank
Massachusetts
$7.75M -$260K -1,110 -3%
SSA
1054
Schonfeld Strategic Advisors
New York
$7.73M -$58.1M -248,655 -88%
BFEC
1055
Benjamin F. Edwards & Company
Missouri
$7.7M -$306K -1,307 -4%
GAAM
1056
Guinness Atkinson Asset Management
California
$7.7M – – –
FPTW
1057
Franklin, Parlapiano, Turner & Welch
Texas
$7.7M -$30.6K -131 -0.4%
IEFM
1058
IQ EQ Fund Management
Ireland
$7.68M -$576K -2,465 -7%
BCM
1059
Brookstone Capital Management
Illinois
$7.68M +$4.47M +18,444 +139%
SLI
1060
Sumitomo Life Insurance
Japan
$7.68M -$1.3M -5,543 -14%
JCM
1061
Jacobi Capital Management
Pennsylvania
$7.64M -$50.3K -215 -0.7%
MMA
1062
Miracle Mile Advisors
California
$7.61M -$155K -663 -2%
DCM
1063
Donaldson Capital Management
Indiana
$7.56M +$65.2K +279 +0.9%
RP
1064
Rice Partnership
Hawaii
$7.56M +$254K +1,087 +3%
RPC
1065
Rossmore Private Capital
Connecticut
$7.56M -$67.8K -290 -0.9%
WFG
1066
Wills Financial Group
Virginia
$7.52M -$86K -368 -1%
AW
1067
ACG Wealth
Georgia
$7.51M -$106K -453 -1%
FFA
1068
Fragasso Financial Advisors
Pennsylvania
$7.51M +$816K +3,491 +12%
PHAM
1069
Pacific Heights Asset Management
California
$7.48M – – –
OPCM
1070
Osborne Partners Capital Management
California
$7.45M +$204K +872 +3%
WTFG
1071
Wells Trecaso Financial Group
Ohio
$7.42M +$97.7K +418 +1%
RIL
1072
Rothschild Investment LLC
Illinois
$7.4M +$104K +446 +1%
RCM
1073
RNC Capital Management
California
$7.34M +$154K +660 +2%
MWM
1074
Minot Wealth Management
Massachusetts
$7.34M +$270K +1,115 +4%
FCT
1075
Family Capital Trust
Massachusetts
$7.33M +$43.3K +185 +0.6%
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