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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 %
Boston Partners
1551
Boston Partners
Massachusetts
$3.18M – – –
MFW
1552
Meristem Family Wealth
Minnesota
$3.17M +$437K +1,871 +16%
QFA
1553
Quattro Financial Advisors
Texas
$3.16M -$265K -1,074 -8%
CCM
1554
Compton Capital Management
Rhode Island
$3.15M -$146K -625 -4%
BDF
1555
Balasa Dinverno & Foltz
$3.14M -$935 -4 -0%
CWM
1556
Centric Wealth Management
Illinois
$3.14M +$329K +1,405 +12%
IFWM
1557
Institute for Wealth Management
Colorado
$3.14M -$1.17K -5 -0%
ARC
1558
Advisor Resource Council
Texas
$3.1M +$3.1M +13,266 New
CFA
1559
Carroll Financial Associates
North Carolina
$3.09M -$5.85K -25 -0.2%
HA
1560
Hamel Associates
New Jersey
$3.09M -$145K -621 -4%
HIM
1561
HawsGoodwin Investment Management
Tennessee
$3.09M +$35.8K +153 +1%
CA
1562
Cullinan Associates
Kentucky
$3.09M +$1.48M +6,329 +92%
KFP
1563
KMG Fiduciary Partners
Ohio
$3.08M +$78.8K +337 +3%
UAM
1564
Unison Asset Management
Florida
$3.08M – – –
HPWM
1565
High Pines Wealth Management
Massachusetts
$3.07M -$74.4K -318 -2%
RDWM
1566
Red Door Wealth Management
Tennessee
$3.07M +$452K +1,932 +17%
RCAG
1567
Rehmann Capital Advisory Group
Michigan
$3.07M +$10.6K +45 +0.3%
BPM
1568
Bowling Portfolio Management
Ohio
$3.07M +$123K +527 +4%
WI
1569
WrapManager Inc
California
$3.07M +$60.3K +258 +2%
MF
1570
Manchester Financial
California
$3.05M -$4.21K -18 -0.1%
AO
1571
Advisor OS
Illinois
$3.05M +$3.27K +14 +0.1%
BHWM
1572
Bar Harbor Wealth Management
New Hampshire
$3.05M -$429K -1,835 -12%
PCMK
1573
Paragon Capital Management (Kansas)
Kansas
$3.04M -$34.8K -149 -1%
EA
1574
Ellsworth Advisors
Ohio
$3.04M +$47.7K +204 +2%
CG
1575
Cutler Group
California
$3.04M +$1.03M +4,394 +51%
61 62
63
64 65