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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 %
4WM
2001
44 Wealth Management
Oregon
$1.34M -$17.1K -73 -1%
CCA
2002
Childress Capital Advisors
Texas
$1.33M +$169K +722 +14%
BOM
2003
Bank of Marin
California
$1.33M -$467 -2 -0%
GC
2004
Gilbert & Cook
Iowa
$1.33M +$70.6K +302 +6%
TWA
2005
TCI Wealth Advisors
Arizona
$1.33M +$517K +2,209 +64%
HIM
2006
Harbour Investment Management
Washington
$1.33M +$196K +840 +17%
FWM
2007
Foresight Wealth Management
Utah
$1.33M +$14.3K +61 +1%
AW
2008
Alaethes Wealth
Nevada
$1.33M +$79.9K +342 +6%
GG
2009
Golden Green
South Carolina
$1.32M -$15.7K -67 -1%
TCM
2010
Tradewinds Capital Management
Washington
$1.32M -$12.4K -53 -0.9%
BG
2011
Bollard Group
Massachusetts
$1.32M +$1.87K +8 +0.1%
HHGA
2012
Halbert Hargrove Global Advisors
California
$1.32M +$175K +747 +15%
ACH
2013
ArrowMark Colorado Holdings
Colorado
$1.31M -$546K -2,338 -30%
TLCM
2014
Twin Lakes Capital Management
California
$1.31M -$8.88K -38 -0.7%
AIP
2015
Almanack Investment Partners
Pennsylvania
$1.3M -$179K -764 -12%
KF
2016
Krilogy Financial
Missouri
$1.3M +$396K +1,694 +44%
MIM
2017
Meridiem Investment Management
United Kingdom
$1.3M -$78.4K -335 -6%
BEAM
2018
Baker Ellis Asset Management
Washington
$1.3M -$6.31K -27 -0.5%
LCM
2019
Leisure Capital Management
California
$1.29M +$6.78K +29 +0.5%
RHP
2020
Royal Harbor Partners
Texas
$1.29M +$37.4K +160 +3%
BB
2021
Bell Bank
North Dakota
$1.29M +$15.7K +67 +1%
IWA
2022
IVC Wealth Advisors
Pennsylvania
$1.28M +$9.36K +40 +0.7%
JFA
2023
JNBA Financial Advisors
Minnesota
$1.28M – – –
DCM
2024
Davidson Capital Management
Texas
$1.27M -$65.7K -281 -5%
SIA
2025
Strategic Investment Advisors
Michigan
$1.27M +$553K +2,366 +77%
79 80
81
82 83