2,763 hedge funds and large institutions have $318B invested in Visa in 2020 Q3 according to their latest regulatory filings, with 153 funds opening new positions, 1,235 increasing their positions, 1,068 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,763
Holders Change
+56
Holders Change %
+2.07%
% of All Funds
55.9%
Holding in Top 10
555
Holding in Top 10 Change
-61
Holding in Top 10 Change %
-9.9%
% of All Funds
11.23%
New
153
Increased
1,235
Reduced
1,068
Closed
73
Calls
$5.01B
Puts
$5B
Net Calls
+$13.9M
Net Calls Change
+$219M
Name Holding Trade Value Shares
Change
Shares
Change %
Dodge & Cox
1926
Dodge & Cox
California
$1.1M -$127K -635 -10%
MJP
1927
Michael J. Puzo
$1.1M -$65K -325 -6%
ER
1928
Enlightenment Research
Florida
$1.1M +$1.1M +5,500 New
MWM
1929
Mission Wealth Management
California
$1.09M -$60.4K -302 -5%
WP
1930
WealthPLAN Partners
Nebraska
$1.09M -$54.8K -263 -5%
LCM
1931
Leisure Capital Management
California
$1.09M -$23.2K -116 -2%
PWMAG
1932
Pinnacle Wealth Management Advisory Group
New Jersey
$1.08M -$230K -1,150 -18%
LDB
1933
Lee, Danner & Bass
Tennessee
$1.07M +$49.8K +249 +5%
CAS
1934
Cascadia Advisory Services
Oregon
$1.07M -$1.42M -7,085 -57%
AIM
1935
Alhambra Investment Management
Florida
$1.07M +$39.8K +199 +4%
GAG
1936
GM Advisory Group
New York
$1.06M -$115K -577 -10%
AFM
1937
Andesa Financial Management
Pennsylvania
$1.06M +$299K +1,496 +39%
CB
1938
CNB Bank
Pennsylvania
$1.06M -$86.4K -432 -8%
BWP
1939
Bernardo Wealth Planning
Pennsylvania
$1.06M +$335K +1,678 +46%
NB
1940
Nicolet Bankshares
Wisconsin
$1.06M +$61K +305 +6%
RSWM
1941
Robertson Stephens Wealth Management
California
$1.05M +$632K +3,159 +150%
MPIA
1942
Mountain Pacific Investment Advisers
Idaho
$1.05M
AB
1943
Atlas Brown
Kentucky
$1.05M +$49.2K +246 +5%
WCA
1944
Westover Capital Advisors
Delaware
$1.04M +$112K +562 +12%
OAM
1945
Occidental Asset Management
California
$1.04M +$108K +540 +12%
BEAM
1946
Baker Ellis Asset Management
Washington
$1.04M
TIA
1947
Trust Investment Advisors
Indiana
$1.04M +$18.2K +91 +2%
BAM
1948
Berkshire Asset Management
Pennsylvania
$1.04M -$1.2K -6 -0.1%
PWAG
1949
Polaris Wealth Advisory Group
California
$1.03M -$183K -897 -15%
BW
1950
Bison Wealth
Georgia
$1.03M +$135K +677 +15%