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 %
WCM
2251
Wedge Capital Management
North Carolina
$731K +$5.51K +26 +0.8%
BL
2252
Balentine LLC
Georgia
$726K +$112K +531 +18%
HTHT
2253
Hemenway Trust Hemenway Trust
New Hampshire
$723K -$21.2K -100 -3%
RSC
2254
Red Spruce Capital
Pennsylvania
$723K +$8.25K +39 +1%
OWA
2255
Opal Wealth Advisors
New York
$721K +$50.6K +239 +8%
CWM
2256
Cordatus Wealth Management
Pennsylvania
$721K +$133K +627 +23%
APA
2257
Allegiant Private Advisors
Florida
$720K -$41.3K -195 -5%
KFGK
2258
Keystone Financial Group (Kentucky)
Kentucky
$720K +$10.6K +50 +1%
KA
2259
Kercheville Advisors
Texas
$719K +$42.3K +200 +6%
ACM
2260
Allred Capital Management
Texas
$717K +$33.9K +160 +5%
BHBT
2261
Burke & Herbert Bank & Trust
Virginia
$717K
PCG
2262
Private Capital Group
Connecticut
$712K -$747K -3,527 -51%
PDM
2263
Penn Davis McFarland
Texas
$712K -$22.9K -108 -3%
ACA
2264
Ackerman Capital Advisors
Texas
$712K
EA
2265
Emerald Advisers
Pennsylvania
$709K -$95.3K -450 -12%
BWP
2266
BSW Wealth Partners
Colorado
$709K +$47K +222 +7%
GWS
2267
Glassman Wealth Services
Virginia
$705K -$25.6K -121 -4%
QSS
2268
Quantitative Systematic Strategies
Florida
$705K +$705K +3,331 New
CCP
2269
Clarkston Capital Partners
Michigan
$704K +$102K +484 +17%
EAM
2270
Evanson Asset Management
California
$704K +$400K +1,887 +131%
HR
2271
Hayden Royal
North Carolina
$704K +$704K +3,323 New
BWA
2272
BDO Wealth Advisors
Florida
$703K -$273K -1,291 -28%
Financial Engines Advisors
2273
Financial Engines Advisors
California
$703K -$38.1K -180 -5%
MW
2274
MBL Wealth
North Carolina
$702K +$121K +572 +21%
CWP
2275
Curated Wealth Partners
California
$700K +$12.9K +61 +2%