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 %
EWM
2001
Executive Wealth Management
Michigan
$1.2M +$369K +1,743 +44%
BG
2002
Bollard Group
Massachusetts
$1.19M
TLCM
2003
Twin Lakes Capital Management
California
$1.19M -$8.26K -39 -0.7%
FWM
2004
Foresight Wealth Management
Utah
$1.19M -$49.1K -232 -4%
BEAM
2005
Baker Ellis Asset Management
Washington
$1.18M -$5.72K -27 -0.5%
WMA
2006
Wealth Management Associates
New Jersey
$1.18M +$4.24K +20 +0.4%
SMA
2007
Sage Mountain Advisors
Georgia
$1.17M +$90.4K +427 +8%
FA
2008
Fermata Advisors
California
$1.17M +$1.17M +5,534 New
LCM
2009
Leisure Capital Management
California
$1.17M +$24.1K +114 +2%
RFM
2010
Royal Fund Management
Florida
$1.17M +$221K +1,043 +23%
BP
2011
BBR Partners
New York
$1.16M -$110K -521 -9%
LFA
2012
Legacy Financial Advisors
Kentucky
$1.16M +$63.1K +298 +6%
JFA
2013
JNBA Financial Advisors
Minnesota
$1.15M -$55.3K -261 -5%
BB
2014
Bell Bank
North Dakota
$1.15M +$12.9K +61 +1%
IWA
2015
IVC Wealth Advisors
Pennsylvania
$1.15M +$21.2K +100 +2%
FFC
2016
First Financial Corp
Indiana
$1.15M +$60.1K +284 +6%
RB
2017
Renasant Bank
Mississippi
$1.15M +$2.75K +13 +0.2%
CT
2018
Chicago Trust
Illinois
$1.14M -$114K -536 -9%
GC
2019
Gilbert & Cook
Iowa
$1.14M +$91.9K +434 +9%
BBNA
2020
Bremer Bank National Association
Minnesota
$1.14M +$6.35K +30 +0.6%
5L
2021
55I LLC
Massachusetts
$1.14M +$41.9K +198 +4%
RHP
2022
Royal Harbor Partners
Texas
$1.14M +$47.7K +225 +4%
BOPW
2023
Brandywine Oak Private Wealth
Pennsylvania
$1.14M -$32.6K -154 -3%
RC
2024
RBO & Co
California
$1.13M +$43.8K +207 +4%
AW
2025
Alaethes Wealth
Nevada
$1.13M +$1.13M +5,326 New