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 %
HEIP
1801
Hudson Edge Investment Partners
New Jersey
$1.84M -$83.1K -380 -4%
SVWAG
1802
Sound View Wealth Advisors Group
Georgia
$1.84M +$109K +497 +6%
GC
1803
Grace Capital
Massachusetts
$1.84M +$209K +955 +13%
BCA
1804
Berman Capital Advisors
Georgia
$1.84M +$796K +3,640 +76%
SWM
1805
Sugarloaf Wealth Management
Georgia
$1.84M -$15.7K -72 -0.9%
OC
1806
Oakworth Capital
Alabama
$1.83M +$5.25K +24 +0.3%
MAM
1807
Meeder Asset Management
Ohio
$1.83M -$6.33M -28,937 -78%
SW
1808
SteelPeak Wealth
California
$1.82M +$190K +867 +12%
BCM
1809
Brasada Capital Management
Texas
$1.82M +$251K +1,146 +16%
OFS
1810
Orrstown Financial Services
Pennsylvania
$1.82M -$162K -742 -8%
TA
1811
Townsend & Associates
Colorado
$1.82M +$48.1K +220 +3%
SCM
1812
Stevens Capital Management
Pennsylvania
$1.82M -$8.04M -36,752 -82%
SFM
1813
Systematic Financial Management
New Jersey
$1.82M
EWM
1814
Elite Wealth Management
Washington
$1.81M +$374K +1,711 +26%
RCM
1815
Radnor Capital Management
Pennsylvania
$1.81M +$21.9K +100 +1%
AWA
1816
Arkadios Wealth Advisors
Georgia
$1.81M +$330K +1,510 +22%
NFG
1817
Northeast Financial Group
Pennsylvania
$1.81M +$1.81M +8,253 New
DC
1818
DeDora Capital
California
$1.8M +$247K +1,128 +16%
IIM
1819
Intact Investment Management
Quebec, Canada
$1.79M -$306K -1,400 -15%
NAMP
1820
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.79M +$3.94K +18 +0.2%
BAM
1821
Beaumont Asset Management
Texas
$1.78M +$43.7K +200 +3%
PWMG
1822
Prestige Wealth Management Group
New Jersey
$1.78M +$155K +709 +10%
FPFS
1823
First Personal Financial Services
North Carolina
$1.77M +$78.8K +360 +5%
WSCM
1824
Wellington Shields Capital Management
New York
$1.77M -$88.1K -403 -5%
GPFA
1825
Game Plan Financial Advisors
Ohio
$1.76M -$998K -4,571 -36%