3,008 hedge funds and large institutions have $338B invested in Visa in 2021 Q1 according to their latest regulatory filings, with 161 funds opening new positions, 1,437 increasing their positions, 1,103 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,008
Holders Change
-2
Holders Change %
-0.07%
% of All Funds
52.97%
Holding in Top 10
444
Holding in Top 10 Change
-112
Holding in Top 10 Change %
-20.14%
% of All Funds
7.82%
New
161
Increased
1,437
Reduced
1,103
Closed
126
Calls
$6.88B
Puts
$4.7B
Net Calls
+$2.18B
Net Calls Change
+$1.53B
Name Holding Trade Value Shares
Change
Shares
Change %
TC
1801
TwinBeech Capital
New York
$1.8M +$1.8M +8,500 New
APP
1802
Avantax Planning Partners
Iowa
$1.79M -$485K -2,292 -21%
OFS
1803
Orrstown Financial Services
Pennsylvania
$1.79M -$15.2K -70 -0.8%
ROC
1804
Running Oak Capital
Minnesota
$1.79M -$41.3K -195 -2%
CWMU
1805
Caliber Wealth Management (Utah)
Utah
$1.79M +$136K +643 +8%
PBT
1806
Pictet Bank & Trust
Bahamas
$1.79M
VIA
1807
Vident Investment Advisory
Georgia
$1.78M +$263K +1,242 +17%
W
1808
WealthStone
Ohio
$1.77M +$80.6K +381 +5%
AF
1809
Allworth Financial
California
$1.77M +$667K +3,151 +60%
RSWM
1810
Robertson Stephens Wealth Management
California
$1.77M +$1.08M +5,097 +156%
OIS
1811
Okabena Investment Services
Minnesota
$1.77M +$202K +954 +13%
OC
1812
Oakworth Capital
Alabama
$1.77M -$6.35K -30 -0.4%
NAMP
1813
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.76M +$33.2K +157 +2%
HEIP
1814
Hudson Edge Investment Partners
New Jersey
$1.76M -$25.4K -120 -1%
CL
1815
Choreo LLC
Illinois
$1.76M -$170K -804 -9%
SFM
1816
Systematic Financial Management
New Jersey
$1.76M
RCM
1817
Radnor Capital Management
Pennsylvania
$1.75M -$1.06K -5 -0.1%
ICG
1818
InterOcean Capital Group
Tennessee
$1.75M +$280K +1,322 +19%
OAM
1819
Occidental Asset Management
California
$1.75M +$519K +2,450 +42%
CWM
1820
Circle Wealth Management
New Jersey
$1.75M -$94.6K -447 -5%
FL
1821
Fort LP
Maryland
$1.74M +$59.3K +280 +4%
WIA
1822
Westbourne Investment Advisors
Maryland
$1.73M -$140K -660 -7%
IP
1823
Investment Partners
Ohio
$1.72M -$365K -1,723 -17%
IP
1824
Intellectus Partners
California
$1.72M +$302K +1,425 +21%
ITIM
1825
Indiana Trust & Investment Management
Indiana
$1.71M -$117K -551 -6%