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 %
GVAG
1126
Great Valley Advisor Group
Delaware
$6.25M -$1.5M -7,082 -19%
LG
1127
Leuthold Group
Minnesota
$6.22M -$541K -2,555 -8%
CPA
1128
Capital Planning Advisors
California
$6.21M -$30.3K -143 -0.5%
FNBOMD
1129
First National Bank of Mount Dora
Florida
$6.2M -$1.31M -6,208 -17%
WC
1130
Woodstock Corp
Massachusetts
$6.19M +$24.4K +115 +0.4%
MWM
1131
Minot Wealth Management
Massachusetts
$6.17M +$388K +1,834 +7%
VPIM
1132
Vanguard Personalized Indexing Management
California
$6.17M +$1.35M +6,361 +28%
HW
1133
Hedeker Wealth
Illinois
$6.15M +$116K +548 +2%
DI
1134
Diligent Investors
California
$6.11M -$109K -515 -2%
CC
1135
Cannell & Co
New York
$6.09M -$5.29K -25 -0.1%
ATI
1136
Act Two Investors
California
$6.06M
FFA
1137
Fragasso Financial Advisors
Pennsylvania
$6.06M +$414K +1,954 +7%
LFAS
1138
Level Four Advisory Services
Texas
$6.04M +$288K +1,358 +5%
YWP
1139
YorkBridge Wealth Partners
New York
$6.04M +$223K +1,054 +4%
HCA
1140
Harbour Capital Advisors
Virginia
$6.03M +$38.3K +181 +0.6%
WAS
1141
Winch Advisory Services
Wisconsin
$6.03M +$68.8K +325 +1%
PG
1142
Pendal Group
Australia
$6.02M -$680K -3,210 -10%
CHC
1143
City Holding Co
West Virginia
$6.01M +$144K +681 +2%
SIP
1144
Stoneridge Investment Partners
Pennsylvania
$5.99M +$84.7K +400 +1%
CAL
1145
Capital Analysts LLC
Pennsylvania
$5.99M +$171K +809 +3%
TC
1146
Telemus Capital
Michigan
$5.98M +$192K +876 +3%
CA
1147
Clearstead Advisors
Ohio
$5.96M +$274K +1,293 +5%
PCM
1148
Prelude Capital Management
New York
$5.95M +$814K +3,846 +16%
BI
1149
Berkeley Inc
Idaho
$5.95M +$273K +1,288 +5%
CWG
1150
Cornerstone Wealth Group
North Carolina
$5.94M +$1.56M +6,874 +36%