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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 %
STB
2126
S&T Bank
Pennsylvania
$1.04M – – –
CAC
2127
Certified Advisory Corp
Florida
$1.04M +$9.82K +42 +1%
WCWM
2128
Willow Creek Wealth Management
California
$1.04M +$15.2K +65 +1%
RCG
2129
Rock Creek Group
District of Columbia
$1.04M +$41.6K +178 +4%
BA
2130
Bluesphere Advisors
Pennsylvania
$1.04M – – –
CFO
2131
Collective Family Office
Pennsylvania
$1.04M – – –
MAM
2132
McLean Asset Management
Virginia
$1.03M +$35.3K +142 +4%
KFS
2133
Kelly Financial Services
Massachusetts
$1.03M +$1.03M +240,758 +26,515%
AWM
2134
Atticus Wealth Management
Florida
$1.03M -$36.3K -155 -3%
BOS
2135
Bingham Osborn & Scarborough
California
$1.03M +$199K +852 +24%
EWA
2136
Evolution Wealth Advisors
Florida
$1.02M -$124K -530 -11%
RHAM
2137
Round Hill Asset Management
California
$1.02M – – –
NGA
2138
Naples Global Advisors
Florida
$1.02M +$37.4K +160 +4%
CAM
2139
Cozad Asset Management
Illinois
$1.01M -$26.9K -115 -3%
CCG
2140
Chatham Capital Group
Georgia
$1M +$435K +1,858 +76%
OWA
2141
Outlook Wealth Advisors
Texas
$997K +$294K +1,259 +42%
FC
2142
Financial Consulate
Maryland
$996K +$72.9K +312 +8%
PFA
2143
Professional Financial Advisors
Nebraska
$995K +$25.7K +109 +3%
AFM
2144
Andesa Financial Management
Pennsylvania
$993K +$66.3K +283 +7%
SAM
2145
S.A. Mason
Michigan
$991K +$23.4K +100 +2%
IAP
2146
Indie Asset Partners
Indiana
$989K -$96.5K -413 -9%
FP
2147
Foundry Partners
Minnesota
$985K +$29.2K +125 +3%
CBT
2148
CoreFirst Bank & Trust
Kansas
$981K -$156K -668 -14%
SFWC
2149
Strategic Family Wealth Counselors
New Jersey
$980K +$1.17K +5 +0.1%
BCP
2150
Berkeley Capital Partners
Georgia
$978K -$12.6K -54 -1%
84 85
86
87 88