3,010 hedge funds and large institutions have $348B invested in Visa in 2020 Q4 according to their latest regulatory filings, with 397 funds opening new positions, 1,355 increasing their positions, 985 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,010
Holders Change
+247
Holders Change %
+8.94%
% of All Funds
53.41%
Holding in Top 10
556
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.18%
% of All Funds
9.87%
New
397
Increased
1,355
Reduced
985
Closed
112
Calls
$6.07B
Puts
$5.42B
Net Calls
+$650M
Net Calls Change
+$636M
Name Holding Trade Value Shares
Change
Shares
Change %
SFG
2726
Sunburst Financial Group
Alabama
$271K -$207K -947 -43%
TWM
2727
Titus Wealth Management
California
$271K -$39K -178 -13%
AF
2728
Apexium Financial
Texas
$271K
OGF
2729
Orin Green Financial
California
$270K +$270K +1,234 New
OPWM
2730
Oxinas Partners Wealth Management
Indiana
$269K +$269K +1,228 New
EAM
2731
Eagle Asset Management
Florida
$268K -$10.6M -48,741 -98%
WAM
2732
Wolverine Asset Management
Illinois
$266K +$196K +899 +281%
PFA
2733
Pathway Financial Advisors
Vermont
$264K
NCM
2734
Neumann Capital Management
California
$263K
MVA
2735
Mount Vernon Associates
Maryland
$262K -$21.8K -100 -8%
BAM
2736
Brave Asset Management
New Jersey
$261K
MCM
2737
Marathon Capital Management
Maryland
$260K
CAGAS
2738
Capital Advisory Group Advisory Services
Minnesota
$259K +$63.4K +290 +32%
CFFP
2739
Center for Financial Planning
Michigan
$258K -$105K -480 -29%
MTC
2740
McDaniel Terry & Co
Texas
$258K
ST
2741
Sabal Trust
Florida
$258K +$258K +1,178 New
BSAM
2742
Blue Square Asset Management
New York
$257K +$6.99K +32 +3%
CHP
2743
Cable Hill Partners
Oregon
$257K +$10.7K +49 +4%
OHIS
2744
Oak Harvest Investment Services
Texas
$257K +$257K +1,173 New
RPCA
2745
Running Point Capital Advisors
California
$257K +$257K +1,175 New
HCM
2746
HMS Capital Management
Tennessee
$256K
YMRC
2747
Yorktown Management & Research Company
Virginia
$255K -$172K -785 -40%
FPCP
2748
Fort Point Capital Partners
California
$255K -$2.84K -13 -1%
MSU
2749
Mizuho Securities USA
New York
$255K +$255K +1,164 New
SDWMA
2750
Schneider Downs Wealth Management Advisors
Pennsylvania
$254K -$116K -529 -31%