2,707 hedge funds and large institutions have $308B invested in Visa in 2020 Q2 according to their latest regulatory filings, with 206 funds opening new positions, 1,249 increasing their positions, 995 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,707
Holders Change
+81
Holders Change %
+3.08%
% of All Funds
55.64%
Holding in Top 10
616
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+0.33%
% of All Funds
12.66%
New
206
Increased
1,249
Reduced
995
Closed
102
Calls
$3.87B
Puts
$4.07B
Net Calls
-$205M
Net Calls Change
+$108M
Name Holding Trade Value Shares
Change
Shares
Change %
LWM
2476
Liberty Wealth Management
California
$268K +$64.2K +332 +31%
FC
2477
Fusion Capital
South Carolina
$268K +$268K +1,386 New
GCA
2478
Guardian Capital Advisors
Ontario, Canada
$267K -$17.3K -125 -6%
DPI
2479
Diversified Portfolios Inc
Michigan
$267K
AWM
2480
Aprio Wealth Management
Georgia
$266K +$386 +2 +0.1%
AWS
2481
AJ Wealth Strategies
New York
$265K -$1.08M -5,580 -80%
CA
2482
Cumberland Advisors
Florida
$265K
DLHL
2483
Donald L. Hagan LLC
Florida
$264K
FM
2484
Foster & Motley
Ohio
$264K
AFA
2485
Atlanta Financial Associates
Georgia
$264K +$264K +1,366 New
FPC
2486
Falcon Point Capital
California
$262K
JGGDR
2487
JGP Global Gestao de Recursos
Brazil
$262K +$262K +1,355 New
TCOT
2488
Trust Company of Toledo
Ohio
$261K +$14.1K +73 +6%
ONST
2489
Old North State Trust
North Carolina
$260K -$1.35K -7 -0.5%
WBG
2490
Wharton Business Group
Pennsylvania
$260K +$19.3K +100 +8%
PCA
2491
Peddock Capital Advisors
Massachusetts
$259K -$40K -207 -13%
PSF
2492
Pacific Sun Financial
California
$259K
BWM
2493
BCS Wealth Management
Tennessee
$259K +$259K +1,339 New
EFL
2494
ERn Financial LLC
Wisconsin
$258K -$32.3K -167 -11%
PWM
2495
PRW Wealth Management
Massachusetts
$257K -$33K -171 -11%
WC
2496
Westhampton Capital
North Carolina
$256K -$5.8K -30 -2%
FPGK
2497
Financial Partners Group (Kansas)
Kansas
$256K +$256K +1,323 New
KFA
2498
Kays Financial Advisory
Georgia
$255K
BCP
2499
Blackhawk Capital Partners
Wisconsin
$255K +$35.4K +220 +16%
PO
2500
Private Ocean
California
$254K -$163K -847 -39%