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 %
OWA
2301
One Wealth Advisors
California
$758K +$180K +771 +31%
FBA
2302
Front Barnett Associates
Illinois
$758K +$758K +3,240 New
OFG
2303
Omega Financial Group
California
$754K -$9.83K -42 -1%
SGCA
2304
Steel Grove Capital Advisors
Tennessee
$751K +$200K +855 +36%
BFWA
2305
Benchmark Financial Wealth Advisors
Florida
$747K +$25.5K +109 +4%
PL
2306
Plancorp LLC
Missouri
$746K +$936 +4 +0.1%
IGGA
2307
Iron Gate Global Advisors
Utah
$746K +$22.7K +97 +3%
CPWA
2308
Cerro Pacific Wealth Advisors
California
$746K +$746K +3,190 New
LWP
2309
Lumature Wealth Partners
Georgia
$745K +$98.4K +421 +15%
CCP
2310
Clarkston Capital Partners
Michigan
$744K -$34.2K -146 -4%
PPP
2311
Private Portfolio Partners
New Jersey
$744K +$2.34K +10 +0.3%
FCFS
2312
First Command Financial Services
Texas
$742K +$139K +596 +23%
FCB
2313
First Command Bank
Texas
$742K +$139K +596 +23%
FPWM
2314
FSB Premier Wealth Management
Iowa
$741K +$6.54K +28 +0.9%
IIC
2315
Integrated Investment Consultants
Michigan
$741K +$90.5K +387 +14%
FPF
2316
First Pacific Financial
Washington
$741K +$95K +406 +15%
AIM
2317
Axiom Investment Management
New York
$737K
PCWA
2318
Pacific Capital Wealth Advisors
California
$736K
BFA
2319
Bragg Financial Advisors
North Carolina
$734K -$17.5K -75 -2%
TWM
2320
Tradition Wealth Management
Minnesota
$732K -$23.6K -101 -3%
SHWM
2321
Smith & Howard Wealth Management
Georgia
$728K -$41.1K -176 -5%
PCM
2322
Pointe Capital Management
Michigan
$728K +$9.35K +40 +1%
BCM
2323
Bienville Capital Management
New York
$726K -$1.7M -7,285 -70%
FCA
2324
FLC Capital Advisors
California
$726K -$39.5K -169 -5%
NC
2325
NinePointTwo Capital
California
$726K