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 %
AOWM
1501
Alpha Omega Wealth Management
Virginia
$2.74M -$4.4K -22 -0.2%
SB
1502
Simmons Bank
Arkansas
$2.74M -$62.6K -313 -2%
NL
1503
NVWM LLC
Pennsylvania
$2.73M +$131K +654 +5%
TW
1504
TrinityPoint Wealth
Connecticut
$2.73M -$375K -1,874 -12%
HFM
1505
Harvest Fund Management
China
$2.72M -$10.2K -50 -0.4%
TSW
1506
Thompson Siegel & Walmsley
Virginia
$2.72M
ZCI
1507
Zevenbergen Capital Investments
Washington
$2.72M -$75K -375 -3%
WG
1508
Welch Group
Alabama
$2.71M +$124K +619 +5%
MCM
1509
Maltese Capital Management
New York
$2.7M -$3.46M -17,300 -56%
MCM
1510
Monument Capital Management
Virginia
$2.67M -$2K -10 -0.1%
RCG
1511
Rock Creek Group
District of Columbia
$2.67M +$1.29M +6,451 +94%
MBT
1512
Montecito Bank & Trust
California
$2.67M -$75K -375 -3%
BAM
1513
Belpointe Asset Management
Nevada
$2.65M +$130K +651 +5%
LSAG
1514
Lake Street Advisors Group
New Hampshire
$2.65M +$72.8K +364 +3%
RWB
1515
RMR Wealth Builders
New Jersey
$2.64M +$1.47M +7,360 +126%
FSA
1516
Fort Sheridan Advisors
Illinois
$2.63M
HWA
1517
Heritage Wealth Advisors
Virginia
$2.62M
KFC
1518
Klingenstein Fields & Co
New York
$2.62M -$128K -641 -5%
IFWM
1519
Institute for Wealth Management
Colorado
$2.59M +$66K +330 +3%
RCA
1520
Rowland Carmichael Advisors
Arizona
$2.58M +$141K +703 +6%
HTC
1521
Haverford Trust Company
Pennsylvania
$2.58M +$120K +598 +5%
CWM
1522
CMH Wealth Management
New Hampshire
$2.57M +$80.6K +403 +3%
CIP
1523
Chartwell Investment Partners
Pennsylvania
$2.56M -$11M -55,133 -81%
FANJ
1524
Financial Architects (New Jersey)
New Jersey
$2.56M +$167K +836 +7%
EWM
1525
Evermay Wealth Management
Virginia
$2.56M -$57.4K -287 -2%