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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 %
BFA
1701
Brendel Financial Advisors
New Hampshire
$2.42M +$2.42M +10,369 New
AC
1702
Arjuna Capital
North Carolina
$2.42M +$101K +430 +4%
DL
1703
DOHJ LLC
Washington
$2.41M -$257K -1,101 -10%
RCM
1704
Regency Capital Management
Hawaii
$2.41M +$665K +2,842 +38%
HAC
1705
Harbor Advisory Corp
New Hampshire
$2.4M – – –
1W
1706
1776 Wealth
Georgia
$2.4M – – –
MWM
1707
Midwest Wealth Management
Indiana
$2.4M +$38.1K +163 +2%
BFG
1708
Beacon Financial Group
Texas
$2.4M +$52.4K +216 +2%
IAIM
1709
International Assets Investment Management
Florida
$2.39M -$2.9M -20,896 -55%
HCM
1710
Hodges Capital Management
Texas
$2.37M -$184K -788 -7%
AWA
1711
Arete Wealth Advisors
Illinois
$2.36M -$96.3K -550 -4%
LD
1712
Lipe & Dalton
New York
$2.35M -$11.5K -49 -0.5%
HCCM
1713
Hudson Canyon Capital Management
New York
$2.35M -$180K -771 -7%
FHA
1714
First Horizon Advisors
Tennessee
$2.35M -$81.1K -347 -3%
AIM
1715
Acropolis Investment Management
Missouri
$2.34M -$17.3K -74 -0.7%
MSFP
1716
Mark Sheptoff Financial Planning
Connecticut
$2.34M – – –
AFM
1717
Anson Funds Management
Texas
$2.34M +$2.34M +10,000 New
MC
1718
Martin & Co
Tennessee
$2.34M -$80.2K -343 -3%
BS
1719
Boenning & Scattergood
Pennsylvania
$2.33M +$234 +1 +0%
RFN
1720
RDA Financial Network
Iowa
$2.33M +$95.8K +410 +4%
PHIMC
1721
Private Harbour Investment Management & Counsel
Ohio
$2.32M -$189K -807 -8%
C
1722
Certuity
Florida
$2.32M +$242K +1,037 +12%
CAWM
1723
Capital Advisors Wealth Management
Washington
$2.32M +$89.1K +381 +4%
TP
1724
Tranquility Partners
Tennessee
$2.32M -$200K -856 -8%
KWA
1725
KCS Wealth Advisory
California
$2.32M +$121K +519 +6%
67 68
69
70 71