2,658 hedge funds and large institutions have $303B invested in Visa in 2019 Q4 according to their latest regulatory filings, with 349 funds opening new positions, 997 increasing their positions, 1,021 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,658
Holders Change
+234
Holders Change %
+9.65%
% of All Funds
52.49%
Holding in Top 10
567
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+3.09%
% of All Funds
11.2%
New
349
Increased
997
Reduced
1,021
Closed
80
Calls
$3.52B
Puts
$4.54B
Net Calls
-$1.02B
Net Calls Change
-$506M
Name Holding Trade Value Shares
Change
Shares
Change %
CFMC
1876
Curbstone Financial Management Corp
New Hampshire
$914K +$9.4K +50 +1%
IA
1877
Independence Advisors
Pennsylvania
$912K +$3.19K +17 +0.4%
PWMAG
1878
Pinnacle Wealth Management Advisory Group
New Jersey
$908K +$41K +218 +5%
MWM
1879
MorganRosel Wealth Management
Colorado
$907K -$43.8K -233 -5%
HR
1880
Hayden Royal
North Carolina
$907K +$205K +968 +29%
CWS
1881
Cypress Wealth Services
California
$906K -$29.1K -155 -3%
KC
1882
Knuff & Co
California
$903K +$92.3K +491 +11%
CSIC
1883
Clifford Swan Investment Counsel
California
$901K +$1.69K +9 +0.2%
JIC
1884
Joel Isaacson & Co
New York
$900K +$197K +1,050 +28%
DI
1885
DFPG Investments
Utah
$899K -$18.6K -93 -2%
ACM
1886
Argent Capital Management
Missouri
$896K
SMFS
1887
Squar Milner Financial Services
California
$894K -$135K -717 -13%
TIA
1888
Trust Investment Advisors
Indiana
$894K -$37.6K -200 -4%
OPCM
1889
Osborne Partners Capital Management
California
$894K -$29.5K -157 -3%
WI
1890
Wedgewood Investors
Pennsylvania
$892K -$9.4K -50 -1%
TIA
1891
Traphagen Investment Advisors
New Jersey
$885K +$940 +5 +0.1%
HWM
1892
Howard Wealth Management
Connecticut
$882K +$882K +4,698 New
RM
1893
Resource Management
Louisiana
$877K +$4.32K +23 +0.5%
AWE
1894
Avidian Wealth Enterprises
Texas
$877K +$137K +728 +18%
VF
1895
Virtu Financial
New York
$874K -$20M -106,357 -96%
JIR
1896
James Investment Research
Ohio
$871K +$39.1K +208 +5%
HCM
1897
Horiko Capital Management
New York
$870K
WCM
1898
WealthBridge Capital Management
Ohio
$868K -$24.2K -129 -3%
BOPW
1899
Brandywine Oak Private Wealth
Pennsylvania
$868K -$15.4K -82 -2%
SAM
1900
S.A. Mason
Michigan
$866K +$866K +4,610 New