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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 %
CCM
1201
Condor Capital Management
New Jersey
$5.85M +$18.5K +79 +0.3%
1C
1202
1623 Capital
Virginia
$5.85M – – –
S
1203
SignatureFD
Georgia
$5.84M +$411K +1,757 +8%
HW
1204
Hedeker Wealth
Illinois
$5.82M -$971K -4,151 -14%
BCA
1205
Bray Capital Advisors
Florida
$5.82M +$1.64K +7 +0%
IWM
1206
IHT Wealth Management
Illinois
$5.8M -$34.6K -148 -0.6%
FA
1207
FMA Advisory
Pennsylvania
$5.77M -$55.6K -238 -1%
PWM
1208
Purus Wealth Management
California
$5.77M +$261K +1,117 +5%
ACS
1209
Archford Capital Strategies
Illinois
$5.75M -$107K -458 -2%
SNT
1210
Security National Trust
West Virginia
$5.75M -$168K -717 -3%
RIM
1211
Reliant Investment Management
Tennessee
$5.74M +$27.8K +119 +0.5%
HIIFS
1212
Harel Insurance Investments & Financial Services
Israel
$5.74M -$376M -500,218 -98%
SFG
1213
Sowa Financial Group
Rhode Island
$5.74M -$18.9K -81 -0.3%
LCP
1214
Legacy Capital Partners
Wisconsin
$5.74M +$24.6K +105 +0.4%
RCM
1215
Riverpark Capital Management
New York
$5.73M – – –
VCM
1216
Virtue Capital Management
Tennessee
$5.72M +$28.8K +123 +0.5%
BWL
1217
Bogart Wealth LLC
Virginia
$5.7M +$1.04M +4,454 +22%
CAM
1218
Carret Asset Management
New York
$5.7M +$27.8K +119 +0.5%
SCM
1219
Schnieders Capital Management
California
$5.67M +$39.3K +168 +0.7%
VPI
1220
Value Partners Investments
Manitoba, Canada
$5.67M -$1.6M -6,833 -22%
FC
1221
FORA Capital
Florida
$5.67M +$5.67M +24,229 New
BIM
1222
Baldwin Investment Management
Pennsylvania
$5.66M +$17.5K +75 +0.3%
CIA
1223
Capital Investment Advisors
Georgia
$5.64M +$338K +1,447 +6%
LSWM
1224
Lorne Steinberg Wealth Management
Canada
$5.64M +$144K +615 +3%
KP
1225
Keel Point
Alabama
$5.62M +$335K +1,433 +6%
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