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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 %
CL
1751
Choreo LLC
Illinois
$2.19M +$255K +1,089 +13%
KWM
1752
Keebeck Wealth Management
Illinois
$2.19M +$426K +1,821 +24%
VWM
1753
Vigilare Wealth Management
Arizona
$2.18M +$468K +2,002 +27%
CC
1754
Corsicana & Co
Texas
$2.18M +$2.18M +9,300 New
AF
1755
Allworth Financial
California
$2.17M +$215K +921 +11%
GP
1756
Greenline Partners
New York
$2.17M +$119K +507 +6%
CP
1757
Castleview Partners
Texas
$2.17M +$2.17M +9,261 New
QWM
1758
QP Wealth Management
New Jersey
$2.16M +$10.8K +46 +0.5%
PMFA
1759
Plante Moran Financial Advisors
Michigan
$2.16M +$26.4K +113 +1%
TA
1760
Townsend & Associates
Colorado
$2.15M +$66.9K +281 +3%
OIS
1761
Okabena Investment Services
Minnesota
$2.15M +$192K +820 +10%
LHC
1762
Little House Capital
Massachusetts
$2.14M -$668K -2,855 -24%
WA
1763
Wambolt & Associates
Colorado
$2.14M +$168K +713 +9%
CB
1764
Community Bank
New York
$2.13M -$5.85K -25 -0.3%
AWA
1765
Aaron Wealth Advisors
Illinois
$2.13M -$246K -1,052 -10%
PFBT
1766
Parkside Financial Bank & Trust
Missouri
$2.12M -$35.1K -150 -2%
MFA
1767
Mayflower Financial Advisors
Massachusetts
$2.12M -$58.4K -250 -3%
CCM
1768
Crew Capital Management
Ohio
$2.11M -$13.1K -56 -0.6%
PP
1769
Pacifica Partners
Canada
$2.11M -$17K -72 -0.8%
RMC
1770
Resources Management Corp
Connecticut
$2.11M +$468 +2 +0%
VFM
1771
Viking Fund Management
North Dakota
$2.1M – – –
ICM
1772
IMS Capital Management
Oregon
$2.09M +$15.4K +66 +0.7%
CAIMH
1773
Central Asset Investments & Management Holdings
Hong Kong
$2.09M +$624K +2,669 +43%
JI
1774
Jeereddi Investments
California
$2.09M -$1.19M -5,084 -36%
Assenagon Asset Management
1775
Assenagon Asset Management
Luxembourg
$2.08M -$13.2M -56,569 -86%
69 70
71
72 73