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 %
DWM
1901
Darwin Wealth Management
Florida
$1.04M +$527K +2,730 +102%
SFSG
1902
Stearns Financial Services Group
North Carolina
$1.04M +$84.4K +437 +9%
CWS
1903
Cypress Wealth Services
California
$1.04M +$33.2K +172 +3%
PDM
1904
Penn Davis McFarland
Texas
$1.04M -$31.9K -165 -3%
SP
1905
Symmetry Partners
Connecticut
$1.04M +$311K +1,610 +43%
SEEDPG
1906
S.E.E.D. Planning Group
New York
$1.03M -$12K -62 -1%
KPW
1907
Kore Private Wealth
New York
$1.03M -$53.9K -279 -5%
FPCG
1908
Fort Pitt Capital Group
Pennsylvania
$1.02M +$23.9K +124 +2%
BOPW
1909
Brandywine Oak Private Wealth
Pennsylvania
$1.02M +$104K +537 +11%
DI
1910
DFPG Investments
Utah
$1.02M +$65.3K +336 +7%
MPIA
1911
Mountain Pacific Investment Advisers
Idaho
$1.01M +$100K +520 +11%
BEAM
1912
Baker Ellis Asset Management
Washington
$1M -$38.6K -200 -4%
IAP
1913
Indie Asset Partners
Indiana
$1M -$20.5K -104 -2%
MG
1914
Mather Group
Illinois
$1M +$34.8K +180 +4%
BAM
1915
Berkshire Asset Management
Pennsylvania
$1M -$98.1K -508 -9%
AIM
1916
Alhambra Investment Management
Florida
$997K -$773 -4 -0.1%
WMA
1917
Wealth Management Associates
New Jersey
$995K +$550K +2,845 +123%
RC
1918
RBO & Co
California
$990K
LDB
1919
Lee, Danner & Bass
Tennessee
$990K +$85.6K +443 +9%
SMFS
1920
Squar Milner Financial Services
California
$989K +$238K +1,232 +32%
EW
1921
Evoke Wealth
California
$988K +$432K +1,943 +78%
SWIG
1922
Strategic Wealth Investment Group
Kentucky
$987K +$168K +871 +21%
TIA
1923
Trust Investment Advisors
Indiana
$986K +$56.8K +294 +6%
BHA
1924
Beech Hill Advisors
New York
$986K +$986K +5,105 New
NERM
1925
New England Research & Management
Illinois
$983K +$203K +1,050 +26%