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 %
CF
1551
Clarity Financial
Texas
$2.89M +$180K +850 +7%
Boston Partners
1552
Boston Partners
Massachusetts
$2.88M
SFO
1553
Standard Family Office
South Dakota
$2.86M -$28.6K -135 -1%
PWPS
1554
Pinnacle Wealth Planning Services
Ohio
$2.85M +$223K +1,053 +8%
HPWM
1555
High Pines Wealth Management
Massachusetts
$2.85M +$164K +775 +6%
BDF
1556
Balasa Dinverno & Foltz
$2.85M +$107K +503 +4%
IFWM
1557
Institute for Wealth Management
Colorado
$2.84M -$34.5K -163 -1%
CAAS
1558
Capital Asset Advisory Services
Michigan
$2.83M +$1.17M +5,511 +70%
FRA
1559
Front Row Advisors
California
$2.83M +$84.5K +399 +3%
LFA
1560
Lighthouse Financial Advisors
Maryland
$2.83M +$343K +1,620 +14%
HTC
1561
Haverford Trust Company
Pennsylvania
$2.82M -$29.2K -138 -1%
SCM
1562
Seascape Capital Management
New Hampshire
$2.82M +$51.7K +244 +2%
CFA
1563
Carroll Financial Associates
North Carolina
$2.81M +$91.3K +431 +3%
BCM
1564
Brookstone Capital Management
Illinois
$2.8M -$346K -1,633 -11%
MCIA
1565
Mountain Capital Investment Advisors
Colorado
$2.8M +$64.5K +292 +2%
SW
1566
SkyOak Wealth
Michigan
$2.8M -$22.9K -98 -0.8%
UAM
1567
Unison Asset Management
Florida
$2.79M
JFGIW
1568
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.79M +$38.3K +181 +1%
AWM
1569
Aries Wealth Management
Maine
$2.79M +$455K +2,050 +20%
CWM
1570
CMH Wealth Management
New Hampshire
$2.78M +$14.6K +69 +0.5%
BPCA
1571
Bank Pictet & Cie (Asia)
Singapore
$2.78M +$189K +893 +7%
BPGAM
1572
BTG Pactual Global Asset Management
Bermuda
$2.78M +$2.78M +13,120 New
OAM
1573
Oak Asset Management
California
$2.78M -$1.91K -9 -0.1%
FIM
1574
Fernwood Investment Management
Massachusetts
$2.77M -$283K -1,335 -9%
MF
1575
Manchester Financial
California
$2.77M -$241K -1,136 -8%