V icon

Visa
V

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 %
SAMC
1951
Spectrum Asset Management (California)
California
$1.48M -$213K -909 -13%
PIA
1952
Pinion Investment Advisors
Kansas
$1.48M +$14.7K +63 +1%
PIM
1953
Profit Investment Management
Maryland
$1.47M – – –
HCM
1954
Horiko Capital Management
New York
$1.47M +$390K +1,670 +36%
SMA
1955
Sage Mountain Advisors
Georgia
$1.47M +$175K +747 +13%
PWMG
1956
Pinnacle Wealth Management Group
Michigan
$1.47M +$1.47M +6,290 New
RSWM
1957
Robertson Stephens Wealth Management
California
$1.47M -$487K -2,083 -25%
SWA
1958
Sutton Wealth Advisors
Florida
$1.47M +$11.9K +51 +0.8%
EWM
1959
Executive Wealth Management
Michigan
$1.46M +$140K +598 +11%
KPCM
1960
Kings Point Capital Management
New York
$1.46M -$5.61K -24 -0.4%
NL
1961
NWAM LLC
Washington
$1.46M -$47.2K -202 -3%
CI
1962
Cavalier Investments
Georgia
$1.45M -$39.5K -169 -3%
RFM
1963
Royal Fund Management
Florida
$1.45M +$167K +714 +13%
SAM
1964
Summit Asset Management
Tennessee
$1.45M +$24.1K +103 +2%
HA
1965
Harfst & Associates
Wyoming
$1.44M -$19.4K -83 -1%
P
1966
&Partners
Tennessee
$1.44M +$30.6K +131 +2%
MPPW
1967
Mitchell & Pahl Private Wealth
Oklahoma
$1.43M -$18.5K -79 -1%
STA
1968
Summit Trail Advisors
New York
$1.43M +$74.3K +318 +5%
SLF
1969
Sun Life Financial
Ontario, Canada
$1.43M -$278K -1,187 -16%
VHAM
1970
Van Hulzen Asset Management
California
$1.43M – – –
OWA
1971
Octavia Wealth Advisors
Ohio
$1.43M +$99.6K +426 +7%
SFI
1972
SPC Financial Inc
Maryland
$1.43M -$66.9K -286 -4%
PWMAG
1973
Pinnacle Wealth Management Advisory Group
New Jersey
$1.43M +$312K +1,332 +28%
JWCA
1974
J.W. Coons Advisors
Ohio
$1.43M -$101K -433 -7%
CA
1975
Cambridge Advisors
Nebraska
$1.42M -$23.2K -99 -2%
77 78
79
80 81