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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 %
GC
1976
Grace Capital
Massachusetts
$1.41M +$84.4K +361 +6%
BCM
1977
Breiter Capital Management
Florida
$1.41M +$1.41M +6,020 New
MMPW
1978
Mitchell McLeod Pugh & Williams
Alabama
$1.41M – – –
EGVF
1979
ESA Global Value Fund
Cayman Islands
$1.4M – – –
BGDI
1980
BW Gestao de Investimentos
Brazil
$1.4M +$655K +2,800 +88%
FA
1981
Fermata Advisors
California
$1.4M +$104K +443 +8%
QCM
1982
Quest Capital Management
Texas
$1.4M +$15K +64 +1%
CB
1983
CNB Bank
Pennsylvania
$1.39M -$116K -496 -8%
FWA
1984
FOCUS Wealth Advisors
Texas
$1.39M +$68.2K +292 +5%
GIA
1985
Guyasuta Investment Advisors
Pennsylvania
$1.39M -$27.6K -118 -2%
MWM
1986
Modera Wealth Management
New Jersey
$1.38M -$68.5K -293 -5%
CPIA
1987
Cornell Pochily Investment Advisors
New York
$1.38M -$52.6K -225 -4%
CFS
1988
Capital Financial Services
New York
$1.38M +$10.5K +45 +0.8%
MWM
1989
Mission Wealth Management
California
$1.38M -$58K -248 -4%
LT
1990
Lindsell Train
United Kingdom
$1.38M – – –
HWA
1991
HHM Wealth Advisors
Tennessee
$1.38M – – –
GFPC
1992
Global Financial Private Client
Florida
$1.37M +$288K +1,225 +27%
GFS
1993
GYL Financial Synergies
Connecticut
$1.37M +$17.5K +75 +1%
FFG
1994
Ford Financial Group
California
$1.37M -$5.85K -25 -0.4%
BFA
1995
Beacon Financial Advisory
Ohio
$1.36M +$1.87K +8 +0.1%
ACM
1996
Ascendant Capital Management
California
$1.36M +$187K +800 +16%
FFA
1997
Founders Financial Alliance
North Carolina
$1.35M +$69.9K +299 +5%
WLPWM
1998
Walled Lake Planning & Wealth Management
Illinois
$1.35M – – –
LWIC
1999
Leith Wheeler Investment Counsel
British Columbia, Canada
$1.34M -$18.7K -80 -1%
FNWM
2000
Financial Network Wealth Management
Utah
$1.34M – – –
78 79
80
81 82