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 %
SCM
1226
Schnieders Capital Management
California
$5.1M +$60.3K +285 +1%
PCM
1227
Poehling Capital Management
Wisconsin
$5.07M -$90.2K -426 -2%
S
1228
SimplyRich
California
$5.05M +$29K +137 +0.6%
MSU
1229
Mizuho Securities USA
New York
$5.05M +$4.8M +22,682 +1,949%
FMN
1230
Financial Management Network
California
$5.04M +$186K +798 +4%
SCA
1231
Stokes Capital Advisors
South Carolina
$5.04M +$291K +1,374 +6%
ECM
1232
EagleClaw Capital Management
Massachusetts
$5.04M -$46K -217 -0.9%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1233
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$5.04M +$199K +940 +4%
PFS
1234
Prospera Financial Services
Texas
$5.03M -$574K -2,710 -10%
SFP
1235
Shepherd Financial Partners
Massachusetts
$5M +$16.1K +76 +0.3%
PWM
1236
Purus Wealth Management
California
$4.99M +$188K +887 +4%
ECM
1237
Exchange Capital Management
Michigan
$4.98M +$64.2K +303 +1%
LSWM
1238
Lorne Steinberg Wealth Management
Canada
$4.97M +$503K +2,375 +11%
IWP
1239
Icon Wealth Partners
Texas
$4.96M +$1.19M +5,600 +31%
CIG
1240
Consolidated Investment Group
Colorado
$4.95M +$1.57M +7,400 +46%
MHS
1241
M Holdings Securities
Oregon
$4.94M -$96.6K -456 -2%
FSC
1242
Full Sail Capital
Oklahoma
$4.93M -$254K -1,160 -5%
SC
1243
Sawyer & Company
Massachusetts
$4.93M -$73.1K -345 -1%
S
1244
SignatureFD
Georgia
$4.92M +$308K +1,456 +7%
TPA
1245
Trivium Point Advisory
Connecticut
$4.91M +$371K +1,753 +8%
ED
1246
Exane Derivatives
France
$4.9M +$22.7K +107 +0.5%
RG
1247
Rikoon Group
New Mexico
$4.87M +$39.6K +187 +0.8%
SFS
1248
Strategic Financial Services
New York
$4.86M -$499K -2,357 -9%
IB
1249
Intrust Bank
Kansas
$4.85M -$227K -1,073 -4%
FNB
1250
Farmers National Bank
Kentucky
$4.85M -$208K -982 -4%