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 %
HCM
2626
Hilton Capital Management
New York
$203K +$203K +1,015 New
TIA
2627
Tandem Investment Advisors
South Carolina
$203K +$203K +1,016 New
VDI
2628
Vaughan David Investments
Illinois
$202K +$202K +1,008 New
SC
2629
Saturna Capital
Washington
$202K +$202K +1,008 New
AI
2630
ArchPoint Investors
Florida
$200K
AIA
2631
Alera Investment Advisors
Illinois
$200K +$200K +999 New
BWM
2632
BigSur Wealth Management
Florida
$200K +$200K +1,000 New
NIM
2633
Nexus Investment Management
Ontario, Canada
$200K +$200K +1,000 New
TCB
2634
Texas Capital Bancshares
Texas
$200K +$200K +1,002 New
TFO
2635
Tarbox Family Office
California
$199K -$51.1K -255 -20%
CMBA
2636
C.M. Bidwell & Associates
Hawaii
$195K -$175K -872 -47%
EIP
2637
Ellis Investment Partners
Pennsylvania
$192K -$4.78K -24 -2%
HIM
2638
Hillsdale Investment Management
Ontario, Canada
$190K
RP
2639
Rowlandmiller & Partners
Georgia
$181K +$8.06K +50 +5%
KFS
2640
Kelly Financial Services
Massachusetts
$181K
LFG
2641
Larson Financial Group
Missouri
$181K -$42.8K -214 -19%
OHS
2642
Odey Holdings (Switzerland)
Switzerland
$180K -$320K -1,600 -64%
DOA
2643
D'Orazio & Associates
Virginia
$180K +$20K +100 +13%
CAGAS
2644
Capital Advisory Group Advisory Services
Minnesota
$179K -$1.2K -6 -0.7%
JWM
2645
Jeppson Wealth Management
California
$175K +$175K +875 New
GWMIA
2646
Global Wealth Management Investment Advisory
Florida
$171K -$45.3K -226 -21%
FWM
2647
Focused Wealth Management
New York
$163K +$200 +1 +0.1%
FP
2648
Financial Perspectives
Minnesota
$163K +$73.4K +367 +82%
WCG
2649
Weaver Consulting Group
California
$162K
MLFP
2650
MPS Loria Financial Planners
Illinois
$160K