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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 %
LWAC
1776
Laurel Wealth Advisors (California)
California
$2.08M +$211K +900 +11%
GTAM
1777
Global Trust Asset Management
Florida
$2.08M +$9.59K +41 +0.5%
CCG
1778
Cloverfields Capital Group
Minnesota
$2.07M +$305K +1,303 +17%
UBG
1779
United Bank (Georgia)
Georgia
$2.07M -$35.5K -152 -2%
GFP
1780
Gryphon Financial Partners
Ohio
$2.06M -$43.4K -207 -2%
WB
1781
WesBanco Bank
West Virginia
$2.06M -$120K -515 -6%
BAM
1782
Beaumont Asset Management
Texas
$2.06M +$1.87K +8 +0.1%
CA
1783
Callahan Advisors
Texas
$2.05M -$2.34K -10 -0.1%
WSC
1784
Wellington Shields & Co
New York
$2.05M +$49.1K +210 +2%
GSWM
1785
Golden State Wealth Management
California
$2.04M +$453K +1,937 +28%
OAM
1786
Occidental Asset Management
California
$2.04M +$106K +454 +6%
SAI
1787
Systematic Alpha Investments
New Jersey
$2.04M +$2.04M +8,553 New
BLAM
1788
Bourne Lent Asset Management
New York
$2.03M – – –
PFWA
1789
Paces Ferry Wealth Advisors
Georgia
$2.03M -$234 -1 -0%
OIA
1790
OneDigital Investment Advisors
Kansas
$2.02M +$216K +922 +12%
AFAS
1791
Acorn Financial Advisory Services
Virginia
$2.02M +$163K +698 +9%
CFA
1792
Cahill Financial Advisors
Minnesota
$2.01M -$935 -4 -0%
APWM
1793
Atlas Private Wealth Management
New York
$2.01M -$12.6K -54 -0.6%
HCM
1794
Hollencrest Capital Management
California
$1.99M -$201K -858 -9%
AP
1795
Altarock Partners
Florida
$1.99M – – –
SIAG
1796
Signet Investment Advisory Group
Rhode Island
$1.99M +$1.15M +4,917 +137%
HAIM
1797
Hunter Associates Investment Management
Pennsylvania
$1.99M -$2.93M -12,515 -60%
AC
1798
Avestar Capital
New York
$1.98M +$52.6K +225 +3%
OC
1799
Oakworth Capital
Alabama
$1.98M +$25.3K +108 +1%
CCWA
1800
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.97M +$1.97M +8,437 New
70 71
72
73 74