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 %
CWM
1601
Centric Wealth Management
Illinois
$2.62M +$842K +3,851 +47%
TW
1602
TrinityPoint Wealth
Connecticut
$2.59M -$161K -795 -6%
CFMC
1603
Curbstone Financial Management Corp
New Hampshire
$2.59M +$4.37K +20 +0.2%
FLI
1604
Family Legacy Inc
South Carolina
$2.59M +$55.8K +255 +2%
TC
1605
Tsai Capital
New York
$2.59M +$2.59M +11,854 New
GG
1606
Gofen & Glossberg
Illinois
$2.58M +$334K +1,529 +15%
FMWA
1607
Forvis Mazars Wealth Advisors
Missouri
$2.58M +$3.5K +16 +0.1%
GKFF
1608
George Kaiser Family Foundation
Oklahoma
$2.57M
LFA
1609
Lighthouse Financial Advisors
Maryland
$2.56M +$229K +1,045 +10%
HIM
1610
HawsGoodwin Investment Management
Tennessee
$2.56M +$85.5K +391 +3%
EIM
1611
Essex Investment Management
Massachusetts
$2.56M -$810K -3,701 -24%
RWM
1612
RBA Wealth Management
California
$2.56M +$450K +2,059 +21%
CPC
1613
Congress Park Capital
New York
$2.56M -$33.9K -155 -1%
SFO
1614
Stokes Family Office
Louisiana
$2.56M +$492K +2,250 +24%
BFS
1615
Bard Financial Services
Connecticut
$2.56M +$2.56M +11,685 New
AG
1616
Algert Global
California
$2.55M +$2.55M +11,667 New
PH
1617
Pinnacle Holdings
Oklahoma
$2.55M -$61.2K -280 -2%
HCCM
1618
Hudson Canyon Capital Management
New York
$2.55M +$2.55M +11,655 New
PPCM
1619
Pillar Pacific Capital Management
California
$2.55M +$110K +505 +5%
MFW
1620
Meristem Family Wealth
Minnesota
$2.55M -$69.8K -319 -3%
ANHIM
1621
Alan N. Hoffman Investment Management
Massachusetts
$2.54M +$2.54M +11,621 New
PP
1622
Paloma Partners
Connecticut
$2.53M -$6.39M -29,219 -72%
SFP
1623
Sandbox Financial Partners
Maryland
$2.52M +$2.52M +11,530 New
SFPG
1624
Stonebridge Financial Planning Group
Florida
$2.52M -$5.25K -24 -0.2%
RCIM
1625
Russell Clark Investment Management
United Kingdom
$2.52M