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 %
SDWMA
2351
Schneider Downs Wealth Management Advisors
Pennsylvania
$614K +$368K +1,739 +150%
BFPW
2352
BOK Financial Private Wealth
Colorado
$612K +$72.4K +342 +13%
CRCM
2353
Corbett Road Capital Management
Virginia
$611K -$67.2K -317 -10%
LWM
2354
Liberty Wealth Management
California
$611K
APP
2355
Alpha Paradigm Partners
Illinois
$611K +$606K +2,862 +13,009%
T
2356
TrueFG
Texas
$610K
GAM
2357
Gould Asset Management
California
$609K -$4.24K -20 -0.7%
EI
2358
Ellevest Inc
New York
$608K -$11.4K -54 -2%
CTFG
2359
Capstone Triton Financial Group
Oklahoma
$607K -$27.5K -130 -4%
CWA
2360
Core Wealth Advisors
Florida
$607K +$43.6K +206 +8%
TF
2361
TRH Financial
Iowa
$603K +$48.5K +229 +9%
JG
2362
Jefferies Group
New York
$601K -$302K -1,425 -33%
SPC
2363
Stewart & Patten Company
California
$600K -$90K -425 -13%
PHAM
2364
Palisades Hudson Asset Management
Florida
$600K
GSIS
2365
Global Strategic Investment Solutions
Arizona
$598K -$171K -806 -22%
NJBEST
2366
New Jersey Better Educational Savings Trust
New Jersey
$595K -$197K -930 -25%
ACA
2367
Anchor Capital Advisors
Massachusetts
$593K
ESBC
2368
E.S. Barr & Co
Kentucky
$593K +$6.35K +30 +1%
CBTWT
2369
Community Bank & Trust (Waco, Texas)
Texas
$592K +$21.2K +100 +4%
PC
2370
Permanens Capital
New York
$592K +$72.4K +342 +14%
IIC
2371
Integrated Investment Consultants
Michigan
$588K -$16.1K -76 -3%
TCM
2372
Tufton Capital Management
Maryland
$586K -$22.9K -108 -4%
GC
2373
Garde Capital
Washington
$585K
CCMD
2374
Cypress Capital Management (Delaware)
Delaware
$585K
FPF
2375
First Pacific Financial
Washington
$585K +$150K +709 +35%