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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 %
JFGIW
1601
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.89M -$189K -807 -6%
HIP
1602
Harrell Investment Partners
Texas
$2.88M +$75.8K +324 +3%
CIA
1603
Cohen Investment Advisors
New Hampshire
$2.88M -$40.5K -173 -1%
TA
1604
TFG Advisers
Michigan
$2.88M -$1.87K -8 -0.1%
RMAM
1605
Raab & Moskowitz Asset Management
New Jersey
$2.88M +$131K +561 +5%
DA
1606
Doliver Advisors
Texas
$2.88M +$199K +853 +7%
EHWM
1607
Eads & Heald Wealth Management
Georgia
$2.87M -$68.8K -294 -2%
FIM
1608
Freedom Investment Management
Connecticut
$2.87M +$31.1K +133 +1%
NFG
1609
Next Financial Group
Texas
$2.87M +$99.8K +427 +4%
ECM
1610
Evergreen Capital Management
Washington
$2.86M +$196K +840 +7%
CFMC
1611
Curbstone Financial Management Corp
New Hampshire
$2.85M +$70.2K +300 +3%
JFGLC
1612
Johnson Financial Group LLC (Colorado)
Colorado
$2.85M +$41.2K +176 +1%
AOWM
1613
Alpha Omega Wealth Management
Virginia
$2.85M -$201K -860 -7%
AWM
1614
Avior Wealth Management
Nebraska
$2.84M -$388K -1,661 -12%
KMWM
1615
Keudell/Morrison Wealth Management
Oregon
$2.84M +$30.2K +129 +1%
SFO
1616
Stokes Family Office
Louisiana
$2.84M +$211K +902 +8%
GCM
1617
Gables Capital Management
Florida
$2.83M -$824K -3,524 -23%
EBT
1618
Enterprise Bank & Trust
Massachusetts
$2.83M -$14K -60 -0.5%
QI
1619
Qtron Investments
Massachusetts
$2.83M +$657K +2,808 +30%
TC
1620
Tsai Capital
New York
$2.83M -$11.7K -50 -0.4%
SWIG
1621
Strategic Wealth Investment Group
Kentucky
$2.83M +$810K +3,465 +40%
TCM
1622
Teza Capital Management
Illinois
$2.83M +$1.24M +5,297 +78%
MBT
1623
Montecito Bank & Trust
California
$2.79M +$58K +248 +2%
EWM
1624
Evermay Wealth Management
Virginia
$2.79M -$44.9K -192 -2%
MCIA
1625
Mountain Capital Investment Advisors
Colorado
$2.79M -$211K -893 -7%
63 64
65
66 67