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 %
EGVF
1976
ESA Global Value Fund
Cayman Islands
$1.27M
QCM
1977
Quest Capital Management
Texas
$1.25M -$36K -170 -3%
MIM
1978
Meridiem Investment Management
United Kingdom
$1.25M -$1.34M -6,323 -52%
HWA
1979
HHM Wealth Advisors
Tennessee
$1.25M
FFG
1980
Ford Financial Group
California
$1.24M -$212K -1,002 -15%
CFS
1981
Capital Financial Services
New York
$1.24M
PFGIA
1982
Patriot Financial Group Insurance Agency
Massachusetts
$1.24M +$78.6K +371 +7%
LWIC
1983
Leith Wheeler Investment Counsel
British Columbia, Canada
$1.23M +$1.02M +4,814 +478%
STA
1984
Summit Trail Advisors
New York
$1.23M +$97.4K +460 +9%
FWA
1985
FOCUS Wealth Advisors
Texas
$1.23M -$6.07K -28 -0.5%
BFA
1986
Beacon Financial Advisory
Ohio
$1.23M +$36.2K +171 +3%
GFS
1987
GYL Financial Synergies
Connecticut
$1.23M -$319K -1,505 -21%
4WM
1988
44 Wealth Management
Oregon
$1.22M +$331K +1,565 +37%
WLPWM
1989
Walled Lake Planning & Wealth Management
Illinois
$1.22M +$424 +2 +0%
WAG
1990
Winthrop Advisory Group
Massachusetts
$1.22M +$33.2K +157 +3%
CWS
1991
Cypress Wealth Services
California
$1.22M +$31.3K +148 +3%
BAM
1992
Berkshire Asset Management
Pennsylvania
$1.22M +$24.8K +117 +2%
FNWM
1993
Financial Network Wealth Management
Utah
$1.22M +$31.8K +150 +3%
DCM
1994
Davidson Capital Management
Texas
$1.21M -$1.19M -5,638 -50%
GG
1995
Golden Green
South Carolina
$1.21M -$870K -4,110 -42%
BOM
1996
Bank of Marin
California
$1.21M -$662K -3,127 -35%
FFA
1997
Founders Financial Alliance
North Carolina
$1.21M +$1.32K +6 +0.1%
TCM
1998
Tradewinds Capital Management
Washington
$1.21M -$635 -3 -0.1%
OWA
1999
Octavia Wealth Advisors
Ohio
$1.21M +$100K +472 +9%
GC
2000
Grace Capital
Massachusetts
$1.2M -$578K -2,731 -32%