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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 %
AWA
1801
Arkadios Wealth Advisors
Georgia
$1.97M +$297K +1,271 +18%
SAG
1802
Spotlight Asset Group
Illinois
$1.96M +$122K +521 +7%
SWA
1803
Stratos Wealth Advisors
Ohio
$1.96M +$533K +2,278 +37%
HWMA
1804
Heritage Wealth Management (Arizona)
Arizona
$1.96M -$36.7K -157 -2%
5L
1805
55I LLC
Massachusetts
$1.96M +$704K +3,011 +56%
CWM
1806
Circle Wealth Management
New Jersey
$1.94M +$15.4K +66 +0.8%
HEIP
1807
Hudson Edge Investment Partners
New Jersey
$1.94M – – –
CAM
1808
Centre Asset Management
New York
$1.94M -$463K -1,980 -19%
SFM
1809
Systematic Financial Management
New Jersey
$1.94M – – –
APP
1810
Avantax Planning Partners
Iowa
$1.94M -$42.8K -183 -2%
NFC
1811
Northeast Financial Consultants
Connecticut
$1.93M -$531K -2,272 -22%
CIP
1812
Capital Insight Partners
Arizona
$1.93M -$57.7K -247 -3%
CWMU
1813
Caliber Wealth Management (Utah)
Utah
$1.93M -$44.2K -189 -2%
PWMG
1814
Prestige Wealth Management Group
New Jersey
$1.93M -$80.4K -344 -4%
SFSIG
1815
San Francisco Sentry Investment Group
California
$1.92M -$2.74M -11,707 -59%
MS
1816
Maven Securities
Jersey
$1.91M +$99.6K +426 +6%
EGA
1817
E&G Advisors
Texas
$1.9M -$1.68M -7,928 Closed
IC
1818
Intersect Capital
California
$1.9M +$48.9K +209 +3%
HCM
1819
Hall Capital Management
Rhode Island
$1.9M +$1.9M +8,111 New
SAS
1820
Stelac Advisory Services
New York
$1.9M +$1.14M +4,869 +150%
NAMP
1821
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.9M -$52.6K -225 -3%
IP
1822
Investment Partners
Ohio
$1.89M -$6.78K -29 -0.4%
SWP
1823
Strategic Wealth Partners
Ohio
$1.89M +$148K +632 +8%
ICG
1824
InterOcean Capital Group
Tennessee
$1.89M -$39.5K -169 -2%
WIA
1825
Westbourne Investment Advisors
Maryland
$1.89M -$21K -90 -1%
71 72
73
74 75