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 %
LWP
2376
Lumature Wealth Partners
Georgia
$585K +$585K +2,765 New
NFSG
2377
Newbridge Financial Services Group
Florida
$583K +$63.3K +299 +12%
CWA
2378
Clarus Wealth Advisors
Arizona
$578K -$21.4K -96 -4%
ERWM
2379
Elk River Wealth Management
Colorado
$578K
FAM
2380
Formidable Asset Management
Ohio
$577K -$94.3K -437 -14%
TIS
2381
Tortoise Index Solutions
Kansas
$575K +$193K +911 +50%
Aristotle Capital Management
2382
Aristotle Capital Management
California
$572K
FFG
2383
Frisch Financial Group
New York
$571K +$64.4K +304 +13%
SAM
2384
Synergy Asset Management
Washington
$570K -$9.4M -44,400 -94%
MAM
2385
Marotta Asset Management
Virginia
$569K
LNWTC
2386
Laird Norton Wetherby Trust Company
Washington
$568K +$13.5K +62 +2%
FRA
2387
Frank Rimerman Advisors
California
$566K -$146K -690 -21%
PAG
2388
Pinnacle Advisory Group
Maryland
$566K +$246K +1,162 +77%
MAM
2389
McCarthy Asset Management
California
$565K
ZF
2390
Zhang Financial
Michigan
$563K
22CM
2391
20/20 Capital Management
California
$561K
HI
2392
Hudock Inc
Pennsylvania
$561K +$29K +137 +5%
SFG
2393
StrategIQ Financial Group
Indiana
$560K +$212 +1 +0%
HCM
2394
Hengehold Capital Management
Ohio
$560K +$25.8K +122 +5%
PWA
2395
Physician Wealth Advisors
Utah
$559K +$219 +1 +0%
DCM
2396
Dimension Capital Management
Florida
$557K +$4.87K +23 +0.9%
WFM
2397
Wolff Financial Management
Michigan
$555K -$19.3K -91 -3%
BA
2398
Bridgewater Associates
Connecticut
$555K +$555K +2,622 New
DWM
2399
Darwin Wealth Management
Florida
$554K -$42.5K -201 -7%
AWM
2400
Act Wealth Management
Texas
$553K +$212 +1 +0%