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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 %
WCM
1501
Washburn Capital Management
Florida
$3.47M -$62.4K -267 -2%
FIA
1502
Foundations Investment Advisors
Arizona
$3.46M +$474K +1,988 +16%
HIP
1503
HUB Investment Partners
Texas
$3.44M -$365K -1,560 -10%
ACM
1504
Advisors Capital Management
New Jersey
$3.43M +$455K +1,947 +15%
GPFA
1505
Game Plan Financial Advisors
Ohio
$3.42M +$144K +617 +4%
BC
1506
Bartlett & Co
Ohio
$3.42M +$52.4K +224 +2%
BCWM
1507
Bartlett & Co Wealth Management
Ohio
$3.42M +$52.4K +224 +2%
WCM
1508
Wunderlich Capital Managemnt
Tennessee
$3.41M +$3.04K +13 +0.1%
FBT
1509
First Bankers Trust
Kentucky
$3.41M -$1M -4,288 -23%
IBOK
1510
Independence Bank of Kentucky
Kentucky
$3.39M -$19.9K -85 -0.6%
BAM
1511
Belpointe Asset Management
Nevada
$3.39M +$153K +656 +5%
SOAMC
1512
Spirit of America Management Corp
New York
$3.39M – – –
EM
1513
Excalibur Management
Massachusetts
$3.39M +$140K +600 +4%
BAM
1514
Blueshift Asset Management
New Jersey
$3.39M +$3.39M +14,491 New
SP
1515
Symmetry Partners
Connecticut
$3.38M -$669K -2,861 -17%
AssetMark Inc
1516
AssetMark Inc
California
$3.37M -$1.32M -5,664 -28%
WA
1517
WBH Advisory
Maryland
$3.37M -$496K -1,981 -13%
HAI
1518
Hennessy Advisors Inc
California
$3.37M – – –
WIS
1519
Wright Investors Service
Connecticut
$3.37M +$591K +2,526 +21%
SFG
1520
SevenBridge Financial Group
Pennsylvania
$3.36M +$143K +612 +4%
CC
1521
Claybrook Capital
Massachusetts
$3.36M +$2.84M +12,139 +540%
SFM
1522
Signet Financial Management
New Jersey
$3.36M -$123K -525 -4%
HT
1523
HAP Trading
New York
$3.34M +$3.34M +14,280 New
LAIC
1524
Lederer & Associates Investment Counsel
California
$3.34M +$87.9K +376 +3%
MWM
1525
Mattern Wealth Management
Kansas
$3.34M +$171K +689 +5%
59 60
61
62 63