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 %
MWP
2351
Madison Wealth Partners
Wisconsin
$697K +$143K +610 +26%
SFG
2352
Sovereign Financial Group
Connecticut
$696K
LIG
2353
Lokken Investment Group
Delaware
$692K
KCM
2354
Kathmere Capital Management
Pennsylvania
$692K +$234 +1 +0%
D
2355
Diversified
Delaware
$692K +$701 +3 +0.1%
EWM
2356
EPG Wealth Management
Georgia
$689K +$936 +4 +0.1%
SDWMA
2357
Schneider Downs Wealth Management Advisors
Pennsylvania
$688K +$9.83K +42 +1%
PP
2358
Palladium Partners
Virginia
$686K -$59.4K -254 -8%
BWA
2359
Beam Wealth Advisors
Louisiana
$686K +$89.8K +384 +15%
LIA
2360
LBMC Investment Advisors
Tennessee
$684K +$449K +1,921 +191%
WIC
2361
Whitegate Investment Counselors
New Hampshire
$683K
FCA
2362
FinTrust Capital Advisors
South Carolina
$681K +$83.5K +357 +14%
FNBOH
2363
First National Bank of Hutchinson
Kansas
$677K -$30.2K -129 -4%
T
2364
TrueFG
Texas
$673K
HIC
2365
Harvey Investment Company
Kentucky
$670K -$17.5K -75 -3%
CTFG
2366
Capstone Triton Financial Group
Oklahoma
$670K
HFA
2367
High Falls Advisors
New York
$668K -$256K -1,095 -28%
PFG
2368
PAX Financial Group
Texas
$666K +$70.9K +303 +12%
WF
2369
WoodTrust Financial
Wisconsin
$666K +$210K +899 +46%
FFA
2370
Fi3 Financial Advisors
Indiana
$664K +$64.4K +272 +11%
SFG
2371
Summit Financial Group
West Virginia
$663K -$36.5K -156 -5%
PHAM
2372
Palisades Hudson Asset Management
Florida
$663K
SPC
2373
Stewart & Patten Company
California
$658K -$4.91K -21 -0.7%
NJBEST
2374
New Jersey Better Educational Savings Trust
New Jersey
$657K
ACA
2375
Anchor Capital Advisors
Massachusetts
$655K