2,707 hedge funds and large institutions have $308B invested in Visa in 2020 Q2 according to their latest regulatory filings, with 206 funds opening new positions, 1,249 increasing their positions, 995 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,707
Holders Change
+81
Holders Change %
+3.08%
% of All Funds
55.64%
Holding in Top 10
616
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+0.33%
% of All Funds
12.66%
New
206
Increased
1,249
Reduced
995
Closed
102
Calls
$3.87B
Puts
$4.07B
Net Calls
-$205M
Net Calls Change
+$108M
Name Holding Trade Value Shares
Change
Shares
Change %
BOC
1801
Barbara Oil Co
Illinois
$1.34M
NFG
1802
NewFocus Financial Group
Washington
$1.34M +$1.03M +5,344 +334%
SAMC
1803
Spectrum Asset Management (California)
California
$1.34M +$141K +730 +12%
GW
1804
GW & Wade
Massachusetts
$1.34M +$13.9K +72 +1%
SW
1805
SteelPeak Wealth
California
$1.34M -$2.9M -15,014 -68%
RCG
1806
Rock Creek Group
District of Columbia
$1.33M +$1.33M +6,894 New
MWM
1807
Mattern Wealth Management
Kansas
$1.33M +$19.3K +100 +1%
CA
1808
Calton & Associates
Florida
$1.33M +$36.3K +188 +3%
CWM
1809
Cornerstone Wealth Management
Missouri
$1.32M +$99.7K +516 +8%
CCM
1810
Cox Capital Management
Massachusetts
$1.32M -$1.23M -6,354 -48%
S
1811
Seeyond
France
$1.32M +$264K +1,365 +25%
AIM
1812
Aspen Investment Management
Michigan
$1.31M -$7.73K -40 -0.6%
CCMW
1813
Cypress Capital Management (Wyoming)
Wyoming
$1.31M -$52.2K -270 -4%
BA
1814
Ballast Advisors
Minnesota
$1.31M +$211K +1,092 +19%
DC
1815
DeDora Capital
California
$1.31M -$110K -571 -8%
BO
1816
BRR OpCo
Ohio
$1.3M +$24.7K +128 +2%
WLPWM
1817
Walled Lake Planning & Wealth Management
Illinois
$1.3M -$4.44K -23 -0.3%
FFG
1818
Ford Financial Group
California
$1.29M +$332K +1,717 +35%
PWMG
1819
Prestige Wealth Management Group
New Jersey
$1.29M +$139K +722 +12%
AWA
1820
Arkadios Wealth Advisors
Georgia
$1.29M +$41.8K +216 +3%
CPSC
1821
Carl P. Sherr & Co
Massachusetts
$1.29M -$19.3K -100 -1%
PBC
1822
Pavion Blue Capital
California
$1.28M +$162K +839 +14%
SFO
1823
Stokes Family Office
Louisiana
$1.28M -$753K -3,898 -37%
BCM
1824
Breiter Capital Management
Florida
$1.27M +$14.1K +73 +1%
JIP
1825
Jaffetilchin Investment Partners
Florida
$1.27M +$334K +1,731 +36%