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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 %
CWAG
1676
Compton Wealth Advisory Group
Virginia
$2.36M -$33.9K -152 -1%
DMBA
1677
Deseret Mutual Benefit Administrators
Utah
$2.36M +$1.77M +7,928 +299%
WA
1678
Wambolt & Associates
Colorado
$2.35M +$254K +1,101 +12%
IAIM
1679
International Assets Investment Management
Florida
$2.35M +$554K +5,301 +31%
WAM
1680
WealthTrust Asset Management
Florida
$2.35M -$6.24K -28 -0.3%
CAWM
1681
Capital Advisors Wealth Management
Washington
$2.34M +$132K +594 +6%
NFG
1682
Northeast Financial Group
Pennsylvania
$2.34M +$23.2K +104 +1%
First Eagle Investment Management
1683
First Eagle Investment Management
New York
$2.34M -$3.3M -14,798 -59%
MWM
1684
Midwest Wealth Management
Indiana
$2.34M +$50.8K +228 +2%
CCP
1685
Cassia Capital Partners
North Carolina
$2.34M +$2.11M +9,477 +936%
TWM
1686
Tolleson Wealth Management
Texas
$2.34M – – –
RFN
1687
RDA Financial Network
Iowa
$2.33M +$113K +509 +5%
ATWA
1688
Arbor Trust Wealth Advisors
Michigan
$2.32M +$7.8K +35 +0.3%
DL
1689
DOHJ LLC
Washington
$2.32M +$136K +640 +6%
1W
1690
1776 Wealth
Georgia
$2.31M +$30.7K +138 +1%
HAC
1691
Harbor Advisory Corp
New Hampshire
$2.31M +$22.3K +100 +1%
GCA
1692
Genesee Capital Advisors
New York
$2.31M +$2.31M +10,363 New
SFPG
1693
Stonebridge Financial Planning Group
Florida
$2.29M -$50K -240 -2%
GRP
1694
Global Retirement Partners
California
$2.29M -$39.4K -177 -2%
CCG
1695
Cloverfields Capital Group
Minnesota
$2.28M +$311K +1,398 +16%
BFG
1696
Beacon Financial Group
Texas
$2.26M +$23.1K +102 +1%
C
1697
Certuity
Florida
$2.26M +$49.2K +221 +2%
GFP
1698
Gryphon Financial Partners
Ohio
$2.26M +$69.9K +314 +3%
CL
1699
CIM LLC
New York
$2.25M +$75.4K +348 +3%
MSFP
1700
Mark Sheptoff Financial Planning
Connecticut
$2.25M +$22.3K +100 +1%
66 67
68
69 70