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 %
FC
2176
Financial Consulate
Maryland
$836K +$78.8K +372 +10%
LB
2177
Leo Brokerage
Texas
$834K +$348K +1,641 +71%
LWA
2178
Lenox Wealth Advisors
New York
$833K -$264K -1,246 -24%
HCP
2179
Holt Capital Partners
Texas
$833K
EWM
2180
Elmwood Wealth Management
California
$833K +$833K +3,935 New
BMC
2181
Beaton Management Company
Massachusetts
$831K +$10.6K +50 +1%
CCM
2182
Cribstone Capital Management
Maine
$830K +$40K +189 +5%
DHFB
2183
Dixon Hubard Feinour & Brown
Virginia
$829K +$431K +2,090 +108%
HJMC
2184
Hellman Jordan Management Company
Massachusetts
$828K +$828K +3,910 New
WFMPM
2185
Woodley Farra Manion Portfolio Management
Indiana
$827K -$139K -654 -14%
LWA
2186
Lineweaver Wealth Advisors
Ohio
$827K +$72.6K +343 +10%
MIM
2187
Moseley Investment Management
Florida
$825K -$539K -2,547 -40%
PP
2188
Patron Partners
Texas
$824K +$46.1K +218 +6%
CBN
2189
Cadence Bank NA
Texas
$822K +$242K +1,145 +42%
SWM
2190
Sculati Wealth Management
Michigan
$821K +$821K +3,877 New
HG
2191
Harbor Group
New Hampshire
$820K +$11.4K +50 +1%
IIA
2192
IPG Investment Advisors
California
$820K +$29.6K +140 +4%
TNA
2193
True North Advisors
Texas
$819K -$31.9K -151 -4%
PGWM
2194
Parisi Gray Wealth Management
New Jersey
$819K +$1.91K +9 +0.2%
ATC
2195
Adirondack Trust Company
New York
$819K +$73K +345 +10%
CWP
2196
Concord Wealth Partners
Virginia
$818K +$285K +1,345 +53%
KF
2197
Krilogy Financial
Missouri
$816K -$36.6K -173 -4%
HL
2198
HeadInvest LLC
Maine
$814K +$79.1K +374 +11%
VV
2199
Verity & Verity
South Carolina
$812K -$36.4K -158 -4%
OPPTF
2200
OPSEU Pension Plan Trust Fund
Ontario, Canada
$812K +$28.6K +133 +4%