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 %
WMA
1951
Wealth Management Associates
New Jersey
$1.03M
IF
1952
Intrua Financial
Texas
$1.03M -$112K -532 -10%
SCI
1953
S&CO Inc
Massachusetts
$1.03M +$38K +190 +4%
WAG
1954
Winthrop Advisory Group
Massachusetts
$1.03M +$59.1K +291 +6%
SCM
1955
Southport Capital Management
Tennessee
$1.03M +$147K +736 +17%
RC
1956
RBO & Co
California
$1.03M
HPWM
1957
Highland Private Wealth Management
Washington
$1.02M +$90.4K +452 +10%
SVCP
1958
Silicon Valley Capital Partners
California
$1.02M +$1.02M +5,114 New
MFS
1959
Mirabella Financial Services
United Kingdom
$1.02M -$1.03M -5,138 -50%
CIA
1960
CSat Investment Advisory
Michigan
$1.02M -$822K -4,110 -45%
LWA
1961
Lenox Wealth Advisors
New York
$1.02M -$84.8K -424 -8%
BHA
1962
Beech Hill Advisors
New York
$1.02M
IA
1963
Independence Advisors
Pennsylvania
$1.02M +$48K +240 +5%
IAP
1964
Indie Asset Partners
Indiana
$1.02M
GWCM
1965
Godshalk Welsh Capital Management
Pennsylvania
$1.01M +$7K +35 +0.7%
EW
1966
Evoke Wealth
California
$1.01M +$121K +605 +14%
DWM
1967
Dorchester Wealth Management
Quebec, Canada
$1.01M -$86K -430 -8%
CAM
1968
Cozad Asset Management
Illinois
$1.01M
MMH
1969
Menora Mivtachim Holdings
Israel
$1M +$1M +5,000 New
NNP
1970
Nachman Norwood & Parrott
South Carolina
$998K +$39K +195 +4%
SEEDPG
1971
S.E.E.D. Planning Group
New York
$996K -$67.8K -339 -6%
FFC
1972
First Financial Corp
Indiana
$992K -$13.6K -68 -1%
AF
1973
Allworth Financial
California
$992K -$12.2K -61 -1%
SAM
1974
Strategy Asset Managers
California
$991K +$694K +3,470 +234%
WWM
1975
Windsor Wealth Management
Indiana
$989K +$52K +269 +6%