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Visa
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Overview Fund Activity

3,040 hedge funds and large institutions have $350B invested in Visa in 2021 Q3 according to their latest regulatory filings, with 145 funds opening new positions, 1,487 increasing their positions, 1,069 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,040
Holders Change
+8
Holders Change %
+0.26%
% of All Funds
53.39%
Holding in Top 10
409
Holding in Top 10 Change
-63
Holding in Top 10 Change %
-13.35%
% of All Funds
7.18%
New
145
Increased
1,487
Reduced
1,069
Closed
97
Calls
$6.54B
Puts
$5.59B
Net Calls
+$944M
Net Calls Change
-$520M

Top Buyers

1
TCI Fund Management
TCI Fund Management
United Kingdom
+$1.31B
2
GQG Partners
GQG Partners
Florida
+$793M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$545M
4
BlackRock
BlackRock
New York
+$528M
5
PIF
Public Investment Fund
Saudi Arabia
+$358M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$2.51B
2
Fisher Asset Management
Fisher Asset Management
Washington
-$1.18B
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$986M
4
Capital International Investors
Capital International Investors
California
-$881M
5
Capital World Investors
Capital World Investors
California
-$825M
Name Holding Trade Value Shares
Change 		Shares
Change %
OLA
1276
Oliver Luxxe Assets
New Jersey
$4.65M +$443K +1,990 +11%
GPFA
1277
Game Plan Financial Advisors
Ohio
$4.64M +$1.38M +6,207 +42%
IAN
1278
Integrated Advisors Network
Texas
$4.64M +$512K +2,299 +12%
GIM
1279
Goelzer Investment Management
Indiana
$4.63M -$142K -636 -3%
VLC
1280
Van Leeuwen & Company
New Jersey
$4.62M +$891 +4 +0%
LWM
1281
Laidlaw Wealth Management
New York
$4.62M +$416K +1,866 +10%
PP
1282
PDT Partners
New York
$4.61M -$2.01K -9 -0%
SA
1283
SRN Advisors
Pennsylvania
$4.61M +$596K +2,676 +15%
MYIA
1284
Mount Yale Investment Advisors
Colorado
$4.6M -$248K -1,114 -5%
MCM
1285
Mitchell Capital Management
Kansas
$4.59M -$96.4K -433 -2%
MCM
1286
Maryland Capital Management
Maryland
$4.59M -$63K -283 -1%
LFAS
1287
Level Four Advisory Services
Texas
$4.57M -$2.87M -12,892 -39%
GWSG
1288
GPS Wealth Strategies Group
Colorado
$4.57M -$44.3K -199 -1%
CSA
1289
Cottage Street Advisors
Massachusetts
$4.54M -$24.3K -109 -0.5%
HWA
1290
Heritage Wealth Advisors
Virginia
$4.53M – – –
MA
1291
Mutual Advisors
Nebraska
$4.52M +$483K +2,167 +12%
AI
1292
Atom Investors
Texas
$4.51M +$2.9M +13,030 +181%
SAM
1293
Security Asset Management
New York
$4.5M – – –
PCA
1294
Personal Capital Advisors
California
$4.48M +$123K +550 +3%
TFS
1295
Thoroughbred Financial Services
Tennessee
$4.48M +$736K +3,304 +20%
CPIG
1296
Chicago Partners Investment Group
Illinois
$4.46M +$306K +1,453 +7%
GCM
1297
Glynn Capital Management
California
$4.46M – – –
BSCM
1298
Berry Street Capital Management
United Kingdom
$4.46M +$4.46M +20,000 New
PFS
1299
Physicians Financial Services
North Carolina
$4.43M – – –
HBT
1300
Hills Bank & Trust
Iowa
$4.42M -$22.1K -99 -0.5%
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