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Visa
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Overview Fund Activity

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

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$470M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$420M
3
TAM
Troy Asset Management
United Kingdom
+$399M
4
Macquarie Group
Macquarie Group
Australia
+$301M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$280M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1.06B
2
BlackRock
BlackRock
New York
-$526M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$487M
4
RCM
Rokos Capital Management
United Kingdom
-$468M
5
Viking Global Investors
Viking Global Investors
Connecticut
-$425M
Name Holding Trade Value Shares
Change 		Shares
Change %
APC
2426
Aspire Private Capital
North Carolina
$594K +$301K +1,290 +103%
OQS
2427
Occudo Quantitative Strategies
Florida
$594K +$594K +2,540 New
CNFG
2428
Creegan & Nassoura Financial Group
New Hampshire
$593K – – –
IWA
2429
Inspirion Wealth Advisors
Illinois
$592K – – –
WAOI
2430
Wealth Advisors of Iowa
Iowa
$591K +$17.5K +75 +3%
MIM
2431
Merrion Investment Management
New Jersey
$589K – – –
SKK
2432
Shepherd Kaplan Krochuk
Massachusetts
$586K – – –
KA
2433
KLCM Advisors
Wisconsin
$586K +$176K +751 +43%
LFGH
2434
Lee Financial Group Hawaii
Hawaii
$585K +$234 +1 +0%
BRG
2435
Bay Rivers Group
Virginia
$585K +$13.6K +58 +2%
RAM
2436
Rempart Asset Management
Canada
$583K – – –
NP
2437
Ninepoint Partners
Ontario, Canada
$582K -$446K -1,907 -43%
CCA
2438
Cadent Capital Advisors
Oklahoma
$579K +$30.6K +131 +6%
MA
2439
MONECO Advisors
Connecticut
$578K +$468 +2 +0.1%
RIM
2440
Rockbridge Investment Management
New York
$575K +$11.7K +50 +2%
JWM
2441
JGP Wealth Management
Oregon
$574K -$26K -111 -4%
SCA
2442
STALEY CAPITAL ADVISERS
Pennsylvania
$573K – – –
EWA
2443
ERTS Wealth Advisors
Michigan
$572K -$13.3K -57 -2%
LF
2444
Lantz Financial
Illinois
$572K -$9.81K -42 -2%
AIFAIM
2445
American Institute for Advanced Investment Management
Arizona
$572K +$18.7K +80 +3%
MAM
2446
McCarthy Asset Management
California
$571K -$53.6K -229 -9%
TA
2447
Trellis Advisors
Washington
$569K -$8.66K -37 -1%
HPC
2448
Hobart Private Capital
North Carolina
$569K -$7.25K -31 -1%
TWM
2449
TMD Wealth Management
Arizona
$568K – – –
GSC
2450
G&S Capital
Colorado
$568K +$10.1K +43 +2%
96 97
98
99 100