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 %
BW
1851
Bison Wealth
Georgia
$1.62M +$65.4K +309 +4%
MFGM
1852
Marshall Financial Group (Maryland)
Maryland
$1.61M -$42.1K -199 -3%
CCM
1853
Community Capital Management
Florida
$1.61M
NDSI
1854
Newman Dignan & Sheerar Inc
Rhode Island
$1.6M -$37K -175 -2%
CCG
1855
Cloverfields Capital Group
Minnesota
$1.6M +$388K +1,831 +32%
KWM
1856
Keebeck Wealth Management
Illinois
$1.6M +$97.6K +461 +7%
FFS
1857
Founders Financial Securities
Maryland
$1.6M +$373K +1,763 +31%
LPT
1858
Legacy Private Trust
Wisconsin
$1.59M -$44.7K -211 -3%
PSB
1859
Piscataqua Savings Bank
New Hampshire
$1.59M +$1.59M +7,496 New
RCM
1860
Regency Capital Management
Hawaii
$1.58M +$1.58M +7,469 New
SWP
1861
Strategic Wealth Partners
Ohio
$1.58M +$197K +932 +14%
KPW
1862
Kore Private Wealth
New York
$1.58M +$61.2K +289 +4%
BHTS
1863
Bar Harbor Trust Services
Maine
$1.57M +$272K +1,284 +21%
IIM
1864
Intact Investment Management
Quebec, Canada
$1.56M -$180K -850 -10%
MFG
1865
Merit Financial Group
Georgia
$1.56M -$74.3K -351 -5%
CCM
1866
Cox Capital Management
Massachusetts
$1.56M +$49.3K +233 +3%
VWM
1867
Vigilare Wealth Management
Arizona
$1.55M -$25K -118 -2%
SLF
1868
Sun Life Financial
Ontario, Canada
$1.55M +$17.6K +83 +1%
MFP
1869
Meridian Financial Partners
Virginia
$1.55M +$25.9K +116 +2%
BMO
1870
Beck Mack & Oliver
New York
$1.55M
DBRC
1871
D.B. Root & Company
Pennsylvania
$1.54M +$101K +478 +7%
SCP
1872
Shorepoint Capital Partners
Massachusetts
$1.53M +$62.7K +296 +4%
FHC
1873
First Heartland Consultants
Missouri
$1.53M +$74.1K +350 +5%
SAMC
1874
Spectrum Asset Management (California)
California
$1.53M +$63.3K +299 +4%
TWI
1875
Thomas White International
Illinois
$1.53M -$584K -2,760 -28%