2,763 hedge funds and large institutions have $318B invested in Visa in 2020 Q3 according to their latest regulatory filings, with 153 funds opening new positions, 1,235 increasing their positions, 1,068 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,763
Holders Change
+56
Holders Change %
+2.07%
% of All Funds
55.9%
Holding in Top 10
555
Holding in Top 10 Change
-61
Holding in Top 10 Change %
-9.9%
% of All Funds
11.23%
New
153
Increased
1,235
Reduced
1,068
Closed
73
Calls
$5.01B
Puts
$5B
Net Calls
+$13.9M
Net Calls Change
+$219M
Name Holding Trade Value Shares
Change
Shares
Change %
IFAM
2526
Institutional & Family Asset Management
Colorado
$273K -$270K -1,353 -50%
VA
2527
Valmark Advisers
Ohio
$273K +$273K +1,363 New
FPC
2528
Falcon Point Capital
California
$272K
W
2529
WealthOne
New York
$272K +$15.6K +78 +6%
FPGK
2530
Financial Partners Group (Kansas)
Kansas
$271K +$6.4K +32 +2%
NA
2531
Nottingham Advisors
New York
$270K +$270K +1,352 New
MFW
2532
Mosaic Family Wealth
Missouri
$269K -$90.5K -453 -25%
WBG
2533
Wharton Business Group
Pennsylvania
$269K
PSF
2534
Pacific Sun Financial
California
$269K +$999 +5 +0.4%
BWM
2535
BCS Wealth Management
Tennessee
$269K +$1K +5 +0.4%
PCA
2536
Peddock Capital Advisors
Massachusetts
$268K
ACM
2537
AUA Capital Management
Pennsylvania
$268K +$268K +1,340 New
ICM
2538
Islay Capital Management
Texas
$267K +$16.8K +84 +7%
PWM
2539
PRW Wealth Management
Massachusetts
$266K
NC
2540
NovaPoint Capital
Georgia
$265K +$265K +1,324 New
BFG
2541
Barber Financial Group
Kansas
$264K -$240K -1,200 -48%
KFA
2542
Kays Financial Advisory
Georgia
$264K +$200 +1 +0.1%
PO
2543
Private Ocean
California
$264K +$401 +2 +0.2%
FVWA
2544
Foster Victor Wealth Advisors
South Carolina
$264K +$23K +115 +10%
KFI
2545
Key Financial Inc
Pennsylvania
$262K
KA
2546
Klingman & Associates
New York
$262K +$262K +1,310 New
MVA
2547
Mount Vernon Associates
Maryland
$260K -$20K -100 -7%
CMANY
2548
Capital Management Associates (New York)
New York
$257K
IFG
2549
Investors Financial Group
Minnesota
$254K +$3.2K +16 +1%
MCG
2550
MACRO Consulting Group
New Jersey
$253K -$3.99K -22 -2%