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 %
MIAS
1826
Mason Investment Advisory Services
Virginia
$1.27M +$160K +826 +14%
PWMAG
1827
Pinnacle Wealth Management Advisory Group
New Jersey
$1.26M +$197K +1,020 +18%
RT
1828
Rockland Trust
Massachusetts
$1.26M -$24.1K -125 -2%
FIA
1829
Foundations Investment Advisors
Arizona
$1.26M +$136K +693 +12%
EWM
1830
Elite Wealth Management
Washington
$1.26M +$35.1K +182 +3%
CI
1831
Cavalier Investments
Georgia
$1.26M +$1.26M +6,516 New
CWM
1832
Confluence Wealth Management
Oregon
$1.25M -$16.8K -87 -1%
RA
1833
RFG Advisory
Alabama
$1.25M +$163K +843 +15%
CAAS
1834
Capital Asset Advisory Services
Michigan
$1.24M +$119K +601 +11%
HA
1835
Harfst & Associates
Wyoming
$1.23M -$16.8K -87 -1%
SCP
1836
Stamos Capital Partners
California
$1.22M -$2.24M -11,599 -65%
PR
1837
Payden & Rygel
California
$1.22M +$541K +2,800 +80%
CT
1838
Columbia Trust
Oregon
$1.22M +$118K +613 +11%
BFO
1839
Biltmore Family Office
North Carolina
$1.22M -$208K -1,075 -15%
TC
1840
Trust Company
Kansas
$1.21M -$242K -1,251 -17%
JWCA
1841
J.W. Coons Advisors
Ohio
$1.21M +$31.9K +165 +3%
IIC
1842
Ironwood Investment Counsel
Arizona
$1.21M +$146K +757 +14%
CA
1843
Cambridge Advisors
Nebraska
$1.21M +$1.55K +8 +0.1%
FWM
1844
Foresight Wealth Management
Utah
$1.2M +$15.3K +79 +1%
KWM
1845
Keebeck Wealth Management
Illinois
$1.2M -$17.4K -90 -1%
CWM
1846
Circle Wealth Management
New Jersey
$1.19M +$18.7K +97 +2%
PSP
1847
Principal Street Partners
Tennessee
$1.19M -$112K -580 -9%
Dodge & Cox
1848
Dodge & Cox
California
$1.19M +$490K +2,535 +70%
QCM
1849
Quest Capital Management
Texas
$1.18M +$43.8K +227 +4%
MIH
1850
Meitav Investment House
Israel
$1.18M +$178K +925 +18%