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 %
RP
2576
Rowlandmiller & Partners
Georgia
$207K -$9.66K -50 -4%
SRC
2577
Shufro Rose & Co
New York
$207K +$207K +1,073 New
MKC
2578
M. Kraus & Co
Vermont
$204K +$204K +1,058 New
BMA
2579
Brooks Moore & Associates
Tennessee
$203K +$203K +1,049 New
CG
2580
Corundum Group
Colorado
$203K +$203K +1,051 New
CIC
2581
Cornercap Investment Counsel
Georgia
$203K +$203K +1,051 New
VR
2582
Viridian RIA
Washington
$203K +$203K +1,052 New
ECM
2583
Element Capital Management
New York
$201K +$201K +1,041 New
LCM
2584
LVM Capital Management
Michigan
$201K +$201K +1,042 New
OEP
2585
Ocean Endowment Partners
Illinois
$200K +$200K +1,049 New
AI
2586
ArchPoint Investors
Florida
$193K
EIP
2587
Ellis Investment Partners
Pennsylvania
$191K +$6.19K +32 +3%
PFO
2588
Pathstone Family Office
New Jersey
$188K -$288K -1,487 -60%
HIM
2589
Hillsdale Investment Management
Ontario, Canada
$184K -$67.8K -350 -27%
CWM
2590
Campbell Wealth Management
Virginia
$182K +$182K +941 New
KFS
2591
Kelly Financial Services
Massachusetts
$175K
CAGAS
2592
Capital Advisory Group Advisory Services
Minnesota
$174K +$154K +796 +758%
EARNEST Partners
2593
EARNEST Partners
Georgia
$159K
FWM
2594
Focused Wealth Management
New York
$157K -$11.4K -59 -7%
WCG
2595
Weaver Consulting Group
California
$157K +$14.3K +74 +10%
DOA
2596
D'Orazio & Associates
Virginia
$155K
MLFP
2597
MPS Loria Financial Planners
Illinois
$155K +$155K +800 New
CYG
2598
Clean Yield Group
Vermont
$154K
CAM
2599
Costello Asset Management
Pennsylvania
$151K +$151K +783 New
LWA
2600
Lowe Wealth Advisors
Maryland
$147K