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 %
GIP
2326
Greatmark Investment Partners
Georgia
$640K -$15.5K -73 -2%
RW
2327
REDW Wealth
New Mexico
$640K
MFG
2328
Monumental Financial Group
Maryland
$640K +$640K +3,023 New
PA
2329
Probity Advisors
Texas
$639K +$639K +3,016 New
OWA
2330
Outlook Wealth Advisors
Texas
$636K -$125K -591 -16%
SFG
2331
Summit Financial Group
West Virginia
$634K
AWP
2332
Accretive Wealth Partners
New Jersey
$634K +$79.6K +376 +14%
CA
2333
Continuum Advisory
Idaho
$632K -$1.08M -4,761 -63%
ME
2334
McIlrath & Eck
Washington
$632K -$48.7K -230 -7%
FBC
2335
Fairfield, Bush & Co
Connecticut
$632K
LJAC
2336
L.J. Altfest & Co
New York
$631K +$847 +4 +0.1%
PP
2337
PDS Planning
Ohio
$631K +$68.4K +323 +12%
IA
2338
IFG Advisory
Georgia
$629K +$29.2K +138 +5%
LIG
2339
Lokken Investment Group
Delaware
$627K -$63.7K -301 -9%
D
2340
Diversified
Delaware
$626K +$1.48K +7 +0.2%
KCM
2341
Kathmere Capital Management
Pennsylvania
$626K +$25.6K +121 +4%
HIC
2342
Harvey Investment Company
Kentucky
$623K
EWM
2343
EPG Wealth Management
Georgia
$623K +$56.5K +267 +10%
SIGI
2344
Susquehanna International Group (Ireland)
Ireland
$622K +$408K +1,924 +190%
RZH
2345
Relyea Zuckerberg Hanson
Connecticut
$621K +$40.9K +178 +7%
WIC
2346
Whitegate Investment Counselors
New Hampshire
$618K -$40.2K -190 -6%
SG Americas Securities
2347
SG Americas Securities
New York
$616K -$286K -1,351 -32%
MPW
2348
Monterey Private Wealth
California
$614K -$20.3K -88 -3%
HCM
2349
Huber Capital Management
California
$614K
VA
2350
Valmark Advisers
Ohio
$614K +$53.1K +251 +9%