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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 %
MIM
2101
Moseley Investment Management
Florida
$1.09M +$175K +750 +19%
SWM
2102
Sculati Wealth Management
Michigan
$1.09M +$180K +768 +20%
WPW
2103
Warther Private Wealth
Ohio
$1.08M +$1.08M +4,607 New
SWRP
2104
Summit Wealth & Retirement Planning
California
$1.08M -$86.2K -369 -7%
CCB
2105
Cutter & Co Brokerage
Missouri
$1.08M +$18K +77 +2%
FHC
2106
First Horizon Corporation
Tennessee
$1.08M +$27.6K +118 +3%
MPPLM
2107
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.08M +$731K +3,126 +210%
HFS
2108
Haverford Financial Services
Pennsylvania
$1.08M – – –
FC
2109
Forte Capital
New York
$1.08M +$66.2K +283 +7%
WMP
2110
Wealth Management Partners
Arizona
$1.07M -$58.5K -250 -5%
JSL
2111
JT Stratford LLC
Georgia
$1.06M +$204K +873 +24%
GA
2112
Geller Advisors
New York
$1.06M +$1.4K +6 +0.1%
AAP
2113
Arax Advisory Partners
Colorado
$1.06M +$1.06M +4,533 New
MS
2114
Madden Securities
Texas
$1.06M – – –
DWM
2115
Dorchester Wealth Management
Quebec, Canada
$1.06M – – –
WI
2116
Wedgewood Investors
Pennsylvania
$1.06M – – –
SAM
2117
Satovsky Asset Management
New York
$1.06M +$1.06M +4,512 New
UMC
2118
United Maritime Capital
New York
$1.05M +$234K +1,000 +29%
IP
2119
Interval Partners
New York
$1.05M -$12.6M -54,106 -92%
WCM
2120
Windsor Capital Management
Arizona
$1.05M -$45.1K -193 -4%
LOIM
2121
Liberty One Investment Management
Illinois
$1.05M +$66.4K +284 +7%
LFA
2122
Legacy Financial Advisors
Kentucky
$1.04M -$234K -1,001 -18%
BFPW
2123
BOK Financial Private Wealth
Colorado
$1.04M +$368K +1,572 +54%
LC
2124
Lindbrook Capital
California
$1.04M +$8.88K +38 +0.9%
AIL
2125
AGF Investments LLC
Ontario, Canada
$1.04M -$3.04K -13 -0.3%
83 84
85
86 87