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 %
CBFP
2076
Cedar Brook Financial Partners
Ohio
$1.15M +$73.6K +315 +7%
SOW
2077
State of Wyoming
Wyoming
$1.14M +$310K +1,328 +37%
LCM
2078
Legato Capital Management
California
$1.14M +$1.14M +4,890 New
XF
2079
XML Financial
Maryland
$1.14M -$35.8K -153 -3%
BIMC
2080
Benson Investment Management Company
Virginia
$1.14M – – –
BWG
2081
Beta Wealth Group
California
$1.14M -$29.2K -125 -2%
JCM
2082
Jag Capital Management
Missouri
$1.14M +$2.57K +11 +0.2%
MI
2083
Markston International
New York
$1.13M -$7.9M -33,777 -87%
KCM
2084
Knoll Capital Management
Florida
$1.13M – – –
MPIA
2085
Mountain Pacific Investment Advisers
Idaho
$1.13M – – –
PWAG
2086
Polaris Wealth Advisory Group
California
$1.13M +$195K +829 +21%
AWE
2087
Avidian Wealth Enterprises
Texas
$1.12M -$17.8K -76 -2%
WCM
2088
Weld Capital Management
New York
$1.12M -$69.9K -299 -6%
ACM
2089
Argent Capital Management
Missouri
$1.12M – – –
MIM
2090
Manitou Investment Management
Ontario, Canada
$1.11M +$98.2K +420 +10%
AFS
2091
Aft Forsyth & Sober
Florida
$1.11M – – –
OIA
2092
Optimum Investment Advisors
Illinois
$1.11M -$85.6K -366 -7%
WEPOG
2093
Wealth Enhancement & Preservation of GA
Georgia
$1.11M +$44.2K +189 +4%
EF
2094
Empirical Finance
Pennsylvania
$1.1M +$1.1M +4,720 New
ACA
2095
Affinity Capital Advisors
California
$1.1M +$7.95K +34 +0.7%
IIM
2096
Intact Investment Management
Quebec, Canada
$1.1M -$620K -2,650 -36%
MJP
2097
Michael J. Puzo
$1.1M -$46.8K -200 -4%
GIM
2098
Groesbeck Investment Management
New Jersey
$1.09M – – –
NNP
2099
Nachman Norwood & Parrott
South Carolina
$1.09M -$24.8K -106 -2%
AP
2100
Americana Partners
Texas
$1.09M +$133K +588 +14%
82 83
84
85 86