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 %
SFWA
2451
Summit Financial Wealth Advisors
Louisiana
$505K
TI
2452
Truepoint Inc
Ohio
$505K +$212 +1 +0%
MWA
2453
Moser Wealth Advisors
Washington
$505K +$22.9K +108 +5%
GSC
2454
G&S Capital
Colorado
$505K +$58.6K +277 +13%
BCM
2455
Birch Capital Management
Texas
$502K -$85.3K -403 -15%
AIFAIM
2456
American Institute for Advanced Investment Management
Arizona
$501K -$23.3K -110 -4%
TF
2457
Tompkins Financial
New York
$501K
SRC
2458
Shufro Rose & Co
New York
$499K -$8.47K -40 -2%
TCWM
2459
Total Clarity Wealth Management
Illinois
$499K +$49.7K +235 +11%
GGHC
2460
Gilder Gagnon Howe & Co
New York
$499K +$152K +718 +44%
SGCA
2461
Steel Grove Capital Advisors
Tennessee
$499K +$219K +1,034 +78%
HFS
2462
Howard Financial Services
Texas
$497K +$2.12K +10 +0.4%
CCA
2463
Cadent Capital Advisors
Oklahoma
$497K +$42.4K +200 +9%
SCM
2464
Stevens Capital Management
Pennsylvania
$492K -$1.26M -5,979 -72%
WOC
2465
West Oak Capital
California
$492K -$10.6K -50 -2%
PWM
2466
Prentice Wealth Management
New York
$490K +$490K +2,312 New
NP
2467
NorthRock Partners
Minnesota
$488K +$36.6K +173 +8%
NEIRG
2468
New England Investment & Retirement Group
Massachusetts
$487K -$1.81M -8,527 -79%
FPB
2469
First PREMIER Bank
South Dakota
$487K +$96.9K +458 +25%
CG
2470
Corundum Group
Colorado
$486K +$10.6K +50 +2%
P
2471
Palladiem
Pennsylvania
$485K -$24.1K -114 -5%
IIM
2472
InTrack Investment Management
Vermont
$484K -$39K -184 -7%
CAM
2473
Crestone Asset Management
Colorado
$484K +$27.8K +131 +6%
LBA
2474
Letko, Brosseau & Associates
Quebec, Canada
$483K
BWM
2475
Buckley Wealth Management
Nevada
$482K +$56.3K +266 +13%