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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 %
AA
1476
Altman Advisors
Illinois
$3.63M +$174K +724 +5%
IWS
1477
Insight Wealth Strategies
California
$3.63M -$693K -2,963 -16%
FWM
1478
Fairhaven Wealth Management
Illinois
$3.62M -$8.19K -35 -0.2%
IC
1479
Immersion Capital
United Kingdom
$3.62M – – –
TAM
1480
Trust Asset Management
Texas
$3.6M +$399K +1,705 +12%
PHS
1481
Pekin Hardy Strauss
Illinois
$3.6M -$14K -60 -0.4%
IIA
1482
ICW Investment Advisors
Arizona
$3.59M -$7.48K -32 -0.2%
CANC
1483
Culbertson A N & Co
Virginia
$3.59M -$1.17K -5 -0%
BZWA
1484
Blue Zone Wealth Advisors
California
$3.58M +$3.58M +15,313 New
MFS
1485
Mirabella Financial Services
United Kingdom
$3.58M +$1.55M +6,628 +76%
PTC
1486
Private Trust Company
Ohio
$3.56M -$56.8K -243 -2%
NFG
1487
Nations Financial Group
Iowa
$3.55M +$65.7K +281 +2%
CA
1488
Crewe Advisors
Utah
$3.55M -$3.27K -14 -0.1%
DJSG
1489
D.J. St. Germain
Massachusetts
$3.54M +$22.7K +97 +0.6%
NC
1490
NBW Capital
Massachusetts
$3.54M +$106K +453 +3%
RFA
1491
Reilly Financial Advisors
California
$3.53M – – –
AFP
1492
Ausdal Financial Partners
Iowa
$3.51M -$131K -562 -4%
ILCM
1493
Ivy Lane Capital Management
Florida
$3.51M -$2.34M -10,000 -40%
ACM
1494
Advent Capital Management
New York
$3.51M – – –
MFS
1495
Monetta Financial Services
Illinois
$3.51M – – –
PAMG
1496
Patton Albertson Miller Group
Tennessee
$3.5M -$107K -457 -3%
AWMT
1497
AAFMAA Wealth Management & Trust
North Carolina
$3.5M -$2.32M -9,938 -40%
LS
1498
Leelyn Smith
Illinois
$3.5M -$324K -1,384 -8%
CCIA
1499
Cherry Creek Investment Advisors
Colorado
$3.5M +$3.5M +14,950 New
BJL
1500
Brighton Jones LLC
Washington
$3.47M -$146K -624 -4%
58 59
60
61 62