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 %
SC
1226
Sawyer & Company
Massachusetts
$5.17M -$50.3K -230 -1%
CT
1227
Clearstead Trust
Maine
$5.15M +$373K +1,724 +8%
SFP
1228
Shepherd Financial Partners
Massachusetts
$5.15M +$135K +617 +3%
LA
1229
LVW Advisors
New York
$5.14M +$896K +4,097 +21%
BIM
1230
Baldwin Investment Management
Pennsylvania
$5.12M +$388K +1,775 +8%
AIC
1231
Argus Investors Counsel
New York
$5.11M -$768K -3,510 -13%
CA
1232
Cornerstone Advisory
Maryland
$5.1M -$54.9K -251 -1%
VCM
1233
Virtue Capital Management
Tennessee
$5.09M -$33.5K -153 -0.7%
ECM
1234
Exchange Capital Management
Michigan
$5.08M -$150K -684 -3%
BSW
1235
Buckingham Strategic Wealth
Missouri
$5.05M +$1.54M +7,051 +44%
AWP
1236
Ascent Wealth Partners
New York
$5.05M -$107K -488 -2%
LSA
1237
L & S Advisors
California
$5.04M -$2.79M -12,777 -36%
ED
1238
Exane Derivatives
France
$5.03M -$476K -2,174 -9%
HIM
1239
Hotaling Investment Management
Pennsylvania
$5.01M +$19.5K +89 +0.4%
EFS
1240
Essex Financial Services
Connecticut
$5M +$425K +1,944 +9%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1241
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$5M +$3.02M +13,828 +153%
MGAM
1242
McGowan Group Asset Management
Texas
$4.99M -$25.6K -117 -0.5%
WWM
1243
Western Wealth Management
Colorado
$4.99M +$57.3K +262 +1%
RG
1244
Rikoon Group
New Mexico
$4.99M -$46.8K -214 -0.9%
CG
1245
Caprock Group
Idaho
$4.99M +$100K +458 +2%
OMC
1246
Overbrook Management Corp
New York
$4.98M -$7.45M -34,083 -60%
VPIM
1247
Vanguard Personalized Indexing Management
California
$4.98M +$457K +2,091 +10%
OPS
1248
Orion Portfolio Solutions
Nebraska
$4.97M +$1.33M +6,097 +37%
FMBTD
1249
First Midwest Bank Trust Division
Illinois
$4.96M -$270K -1,235 -5%
HKIM
1250
Hayek Kallen Investment Management
Alabama
$4.96M +$13.1K +60 +0.3%