2,658 hedge funds and large institutions have $303B invested in Visa in 2019 Q4 according to their latest regulatory filings, with 349 funds opening new positions, 997 increasing their positions, 1,021 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,658
Holders Change
+234
Holders Change %
+9.65%
% of All Funds
52.49%
Holding in Top 10
567
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+3.09%
% of All Funds
11.2%
New
349
Increased
997
Reduced
1,021
Closed
80
Calls
$3.52B
Puts
$4.54B
Net Calls
-$1.02B
Net Calls Change
-$506M
Name Holding Trade Value Shares
Change
Shares
Change %
TFO
2501
Tarbox Family Office
California
$207K -$174K -925 -46%
BWCS
2502
Beirne Wealth Consulting Services
Connecticut
$207K -$26.7K -142 -11%
AIFAIM
2503
American Institute for Advanced Investment Management
Arizona
$206K +$206K +1,094 New
OAM
2504
Occidental Asset Management
California
$206K +$206K +1,095 New
SAM
2505
Strategy Asset Managers
California
$206K +$206K +1,096 New
NC
2506
Northcape Capital
Australia
$206K +$206K +1,099 New
DAM
2507
Doheny Asset Management
California
$205K +$205K +1,090 New
CWM
2508
Cahaba Wealth Management
Georgia
$204K +$204K +1,086 New
LWM
2509
Liberty Wealth Management
California
$203K +$1.69K +9 +0.8%
BCP
2510
Blue Chip Partners
Michigan
$203K +$203K +1,078 New
MWM
2511
Modera Wealth Management
New Jersey
$203K +$203K +1,082 New
AWM
2512
Altavista Wealth Management
North Carolina
$203K +$203K +1,083 New
CBA
2513
Coastal Bridge Advisors
Connecticut
$202K -$166K -885 -45%
APG
2514
Abacus Planning Group
South Carolina
$202K -$21.3K -113 -10%
CS
2515
Capital Square
Tennessee
$201K +$201K +1,074 New
PFA
2516
Pure Financial Advisors
California
$200K +$200K +1,065 New
EIP
2517
Ellis Investment Partners
Pennsylvania
$197K +$191 +1 +0.1%
GFPC
2518
Global Financial Private Client
Florida
$193K +$193K +1,025 New
HDIM
2519
Hanson & Doremus Investment Management
Vermont
$188K
AI
2520
ArchPoint Investors
Florida
$188K
GWMIA
2521
Global Wealth Management Investment Advisory
Florida
$187K -$4.32K -23 -2%
CAL
2522
Capital Advisors Ltd
Ohio
$184K +$124K +1,212 +208%
FCMT
2523
Founders Capital Management (Texas)
Texas
$179K
ACM
2524
Allred Capital Management
Texas
$179K -$253K -1,345 -59%
CHAM
2525
Clear Harbor Asset Management
Connecticut
$175K +$175K +931 New