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 %
WA
1201
Winfield Associates
Ohio
$4.87M +$349K +1,747 +8%
IA
1202
IndexIQ Advisors
New York
$4.85M +$1.48M +7,416 +44%
MGWM
1203
Marks Group Wealth Management
Minnesota
$4.84M -$2.67M -13,331 -36%
MAFM
1204
Mid Atlantic Financial Management
Pennsylvania
$4.83M +$339K +1,592 +8%
PCM
1205
Poehling Capital Management
Wisconsin
$4.83M -$272K -1,362 -5%
LCP
1206
Legacy Capital Partners
Wisconsin
$4.83M +$1.03M +5,170 +27%
ECM
1207
EagleClaw Capital Management
Massachusetts
$4.83M +$120K +600 +3%
CCT
1208
Capital City Trust
Florida
$4.83M +$138K +689 +3%
PP
1209
Prospector Partners
Connecticut
$4.81M -$72K -360 -1%
OCM
1210
Olstein Capital Management
New York
$4.8M
CCI
1211
Columbus Circle Investors
$4.8M -$12.2M -60,772 -72%
ECM
1212
Exchange Capital Management
Michigan
$4.78M -$104K -518 -2%
FMBTD
1213
First Midwest Bank Trust Division
Illinois
$4.78M -$341K -1,706 -7%
BCA
1214
Bray Capital Advisors
Florida
$4.77M -$44K -220 -0.9%
SC
1215
Sawyer & Company
Massachusetts
$4.77M +$522K +2,610 +12%
CA
1216
Clearstead Advisors
Ohio
$4.76M +$560K +2,802 +13%
BP
1217
Broadleaf Partners
Ohio
$4.76M -$36.6K -183 -0.8%
APP
1218
Avantax Planning Partners
Iowa
$4.75M -$498K -2,489 -9%
LFGH
1219
Lee Financial Group Hawaii
Hawaii
$4.75M -$155K -773 -3%
S
1220
SimplyRich
California
$4.74M
MWM
1221
Minot Wealth Management
Massachusetts
$4.73M +$419K +2,096 +10%
KHLMTHM
1222
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$4.72M
CA
1223
Cornerstone Advisory
Maryland
$4.72M -$133K -663 -3%
AWP
1224
Ascent Wealth Partners
New York
$4.71M +$48.8K +244 +1%
FC
1225
Ferris Capital
Massachusetts
$4.69M +$221K +1,107 +5%