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Visa
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Overview Fund Activity

3,040 hedge funds and large institutions have $350B invested in Visa in 2021 Q3 according to their latest regulatory filings, with 145 funds opening new positions, 1,487 increasing their positions, 1,069 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,040
Holders Change
+8
Holders Change %
+0.26%
% of All Funds
53.39%
Holding in Top 10
409
Holding in Top 10 Change
-63
Holding in Top 10 Change %
-13.35%
% of All Funds
7.18%
New
145
Increased
1,487
Reduced
1,069
Closed
97
Calls
$6.54B
Puts
$5.59B
Net Calls
+$944M
Net Calls Change
-$520M

Top Buyers

1
TCI Fund Management
TCI Fund Management
United Kingdom
+$1.31B
2
GQG Partners
GQG Partners
Florida
+$793M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$545M
4
BlackRock
BlackRock
New York
+$528M
5
PIF
Public Investment Fund
Saudi Arabia
+$358M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$2.51B
2
Fisher Asset Management
Fisher Asset Management
Washington
-$1.18B
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$986M
4
Capital International Investors
Capital International Investors
California
-$881M
5
Capital World Investors
Capital World Investors
California
-$825M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFA
1626
Semmax Financial Advisors
North Carolina
$2.58M -$224K -1,004 -8%
SCC
1627
Steel Canyon Capital
Arizona
$2.58M -$3.11M -13,951 -55%
FANJ
1628
Financial Architects (New Jersey)
New Jersey
$2.58M -$64.2K -288 -2%
KCM
1629
Karp Capital Management
California
$2.58M -$39.7K -178 -2%
PCMK
1630
Paragon Capital Management (Kansas)
Kansas
$2.57M -$332K -1,492 -11%
RCIM
1631
Russell Clark Investment Management
United Kingdom
$2.56M – – –
SW
1632
SteelPeak Wealth
California
$2.56M +$819K +3,675 +47%
WP
1633
WealthPLAN Partners
Nebraska
$2.55M +$119K +574 +5%
HFM
1634
Harvest Fund Management
China
$2.55M -$206K -927 -8%
BWM
1635
BNC Wealth Management
Oregon
$2.54M +$75.5K +339 +3%
CF
1636
Clarity Financial
Texas
$2.54M +$92K +413 +4%
ANB
1637
Amarillo National Bank
Texas
$2.53M – – –
CI
1638
CX Institutional
Indiana
$2.53M +$31.2K +140 +1%
PH
1639
Pinnacle Holdings
Oklahoma
$2.52M -$69.1K -310 -3%
MMH
1640
Menora Mivtachim Holdings
Israel
$2.52M +$2.52M +11,300 New
WAS
1641
Wesleyan Assurance Society
United Kingdom
$2.51M +$2.51M +11,250 New
NB
1642
Northwest Bancshares
Pennsylvania
$2.5M -$4.13M -18,520 -62%
SFP
1643
Sandbox Financial Partners
Maryland
$2.5M -$48.8K -219 -2%
NL
1644
Navalign LLC
California
$2.49M +$39.9K +179 +2%
SWM
1645
Sugarloaf Wealth Management
Georgia
$2.49M +$154K +690 +7%
AC
1646
Arjuna Capital
North Carolina
$2.49M +$181K +811 +8%
NF
1647
Nikulski Financial
Iowa
$2.49M +$155K +696 +7%
VCA
1648
Verdence Capital Advisors
Maryland
$2.48M +$819K +3,678 +49%
MIAS
1649
Mason Investment Advisory Services
Virginia
$2.46M +$288K +1,291 +13%
HIP
1650
Harrell Investment Partners
Texas
$2.45M -$290K -1,303 -11%
64 65
66
67 68