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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 %
BCA
1676
Berman Capital Advisors
Georgia
$2.56M +$512K +2,190 +25%
NF
1677
Nikulski Financial
Iowa
$2.55M +$175K +720 +7%
AWM
1678
Avitas Wealth Management
California
$2.55M +$94.2K +403 +4%
GAM
1679
Geier Asset Management
Maryland
$2.53M -$99.8K -427 -4%
MFG
1680
MidWestOne Financial Group
Iowa
$2.52M +$159K +678 +7%
SIM
1681
Sterling Investment Management
Arizona
$2.52M +$273K +1,167 +12%
KPW
1682
Kore Private Wealth
New York
$2.52M +$780K +3,335 +45%
CWAG
1683
Compton Wealth Advisory Group
Virginia
$2.51M +$5.38K +23 +0.2%
ARMT
1684
Amica Retiree Medical Trust
Rhode Island
$2.51M – – –
VIP
1685
Vantage Investment Partners
Missouri
$2.5M +$711K +3,040 +40%
YCMGA
1686
York Capital Management Global Advisors
New York
$2.49M +$2.49M +10,643 New
ANHIM
1687
Alan N. Hoffman Investment Management
Massachusetts
$2.49M -$70.2K -300 -3%
AIA
1688
Angeles Investment Advisors
California
$2.47M +$460K +1,966 +23%
WAM
1689
WealthTrust Asset Management
Florida
$2.47M +$2.47M +10,555 New
SWM
1690
Sugarloaf Wealth Management
Georgia
$2.45M +$172K +737 +8%
IAS
1691
IMA Advisory Services
Colorado
$2.45M +$315K +1,348 +15%
TWM
1692
Tolleson Wealth Management
Texas
$2.45M – – –
GRP
1693
Global Retirement Partners
California
$2.45M +$61.5K +263 +3%
1WA
1694
180 Wealth Advisors
Washington
$2.44M -$64.3K -270 -3%
MFM
1695
MD Financial Management
Ontario, Canada
$2.43M +$2.39M +10,237 +5,917%
ACM
1696
AlphaCrest Capital Management
New York
$2.43M +$851K +3,639 +54%
NFG
1697
Northeast Financial Group
Pennsylvania
$2.43M +$9.59K +41 +0.4%
AWA
1698
ARS Wealth Advisors
Florida
$2.43M -$49.3K -211 -2%
ATWA
1699
Arbor Trust Wealth Advisors
Michigan
$2.43M -$33.9K -145 -1%
CL
1700
CIM LLC
New York
$2.42M +$155K +641 +7%
66 67
68
69 70