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 %
NG
2401
Northstar Group
New York
$626K +$46.8K +200 +8%
FRA
2402
Frank Rimerman Advisors
California
$625K
SVCP
2403
Silicon Valley Capital Partners
California
$625K -$146K -626 -19%
GSIS
2404
Global Strategic Investment Solutions
Arizona
$625K -$34.6K -148 -5%
BMCM
2405
Bryn Mawr Capital Management
Pennsylvania
$625K +$58.5K +250 +10%
CF
2406
Copperwynd Financial
Arizona
$625K +$128K +548 +26%
CWC
2407
Carolinas Wealth Consulting
North Carolina
$624K +$20.8K +89 +3%
PWA
2408
Physician Wealth Advisors
Utah
$620K -$2.68K -11 -0.4%
HI
2409
Hudock Inc
Pennsylvania
$620K +$701 +3 +0.1%
HP
2410
HT Partners
Connecticut
$620K +$215K +920 +53%
DMBA
2411
Deseret Mutual Benefit Administrators
Utah
$620K +$620K +2,652 New
SFG
2412
StrategIQ Financial Group
Indiana
$618K
TIS
2413
Tortoise Index Solutions
Kansas
$616K -$18.9K -81 -3%
SIM
2414
Sadoff Investment Management
Wisconsin
$616K +$9.35K +40 +2%
CA
2415
Claro Advisors
Massachusetts
$616K +$102K +438 +20%
SWA
2416
SOA Wealth Advisors
New York
$613K +$160K +684 +35%
AWM
2417
Act Wealth Management
Texas
$610K
SRC
2418
Sage Rhino Capital
California
$607K +$108K +461 +22%
DACG
2419
Donor Advised Charitable Giving
California
$604K
PWM
2420
Prentice Wealth Management
New York
$601K +$60.3K +258 +11%
SFG
2421
SageGuard Financial Group
Tennessee
$600K +$41.6K +178 +7%
CA
2422
Crumly & Associates
Illinois
$599K +$83K +355 +16%
PIM
2423
Perpetual Investment Management
Australia
$598K +$93.5K +400 +19%
WAM
2424
Winslow Asset Management
Ohio
$596K
DCM
2425
Dimension Capital Management
Florida
$594K -$21.5K -92 -3%