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
Name Holding Trade Value Shares
Change
Shares
Change %
JF
2276
JSF Financial
California
$794K +$42.8K +183 +6%
MPW
2277
Monterey Private Wealth
California
$794K +$171K +732 +27%
OPOWM
2278
One Plus One Wealth Management
Florida
$792K -$277K -1,183 -26%
BHBT
2279
Burke & Herbert Bank & Trust
Virginia
$792K
CWM
2280
Chesapeake Wealth Management
Virginia
$791K -$138K -590 -15%
CWS
2281
Cypress Wealth Services
California
$788K -$557K -2,383 -41%
AFA
2282
Arlington Financial Advisors
California
$788K +$16.4K +70 +2%
ACA
2283
Ackerman Capital Advisors
Texas
$787K
CWP
2284
Curated Wealth Partners
California
$787K +$12.9K +55 +2%
ZF
2285
Zhang Financial
Michigan
$786K +$164K +700 +26%
SAM
2286
SignalPoint Asset Management
Missouri
$785K +$20.1K +86 +3%
IAS
2287
Investment Advisory Services
Texas
$782K +$782K +3,343 New
EL
2288
EMFO LLC
Florida
$782K +$782K +3,346 New
CWM
2289
Curi Wealth Management
North Carolina
$779K +$38.1K +163 +5%
EAM
2290
Evanson Asset Management
California
$778K +$234 +1 +0%
DA
2291
Detalus Advisors
Missouri
$778K +$18.9K +81 +2%
IA
2292
Insight Advisors
Pennsylvania
$773K -$185K -770 -19%
ER
2293
Enlightenment Research
Florida
$772K +$772K +3,300 New
MCA
2294
Magnolia Capital Advisors
Mississippi
$771K +$35.5K +152 +5%
ACM
2295
Allred Capital Management
Texas
$768K -$23.6K -101 -3%
EI
2296
Ellevest Inc
New York
$768K +$96.8K +414 +14%
PP
2297
Patron Partners
Texas
$766K -$144K -616 -16%
GLAM
2298
Gardner Lewis Asset Management
Pennsylvania
$763K
WA
2299
Waverly Advisors
Alabama
$762K -$55.4K -238 -7%
AWP
2300
Accretive Wealth Partners
New Jersey
$759K +$59.4K +254 +8%