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 %
RAM
2426
Rempart Asset Management
Canada
$528K
LF
2427
Lantz Financial
Illinois
$527K -$49.3K -233 -9%
NG
2428
Northstar Group
New York
$525K +$37.1K +175 +8%
KIG
2429
Kowal Investment Group
Wisconsin
$523K -$26.2K -124 -5%
MA
2430
MONECO Advisors
Connecticut
$523K +$11K +52 +2%
OWA
2431
One Wealth Advisors
California
$523K +$14.4K +68 +3%
TA
2432
Trellis Advisors
Washington
$522K +$11.6K +55 +2%
HPC
2433
Hobart Private Capital
North Carolina
$522K -$6.99K -33 -1%
WAOI
2434
Wealth Advisors of Iowa
Iowa
$519K
SCA
2435
STALEY CAPITAL ADVISERS
Pennsylvania
$519K
MWP
2436
Madison Wealth Partners
Wisconsin
$518K
RBFC
2437
Roman Butler Fullerton & Co
Missouri
$517K -$18.3K -81 -3%
DA
2438
DCM Advisors
New York
$517K +$847 +4 +0.2%
BRG
2439
Bay Rivers Group
Virginia
$517K +$10.6K +50 +2%
GP
2440
Geneva Partners
Wisconsin
$516K -$3.18K -15 -0.6%
APG
2441
Abacus Planning Group
South Carolina
$516K +$204K +965 +66%
TWM
2442
TMD Wealth Management
Arizona
$515K
CCG
2443
Chatham Capital Group
Georgia
$515K +$60.3K +285 +13%
BMCM
2444
Bryn Mawr Capital Management
Pennsylvania
$513K
DWA
2445
Dougherty Wealth Advisers
Minnesota
$512K
RIM
2446
Rockbridge Investment Management
New York
$510K -$1.06K -5 -0.2%
MFG
2447
Magnus Financial Group
New York
$507K -$752K -3,546 -60%
TPW
2448
Tiller Private Wealth
Pennsylvania
$507K +$16.9K +80 +3%
GSEP
2449
Golden State Equity Partners
California
$506K -$15.9K -75 -3%
SFG
2450
SageGuard Financial Group
Tennessee
$506K +$53.8K +254 +12%