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 %
CWA
1976
Clarus Wealth Advisors
Arizona
$721K -$346K -1,791 -32%
SWA
1977
Stratos Wealth Advisors
Ohio
$720K -$443K -2,358 -38%
BL
1978
BFSG LLC
California
$720K +$752 +4 +0.1%
PGWM
1979
Parisi Gray Wealth Management
New Jersey
$718K -$42.1K -224 -6%
IMRF
1980
Illinois Municipal Retirement Fund
Illinois
$718K +$718K +3,823 New
BMC
1981
Beaton Management Company
Massachusetts
$714K
NGA
1982
Naples Global Advisors
Florida
$713K +$24.2K +129 +4%
3F
1983
360 Financial
Minnesota
$712K +$712K +3,455 New
AL
1984
Aspiriant LLC
California
$711K -$25.4K -135 -3%
WWM
1985
Windsor Wealth Management
Indiana
$710K -$2.44K -13 -0.3%
SHWM
1986
Smith & Howard Wealth Management
Georgia
$709K +$90.9K +484 +15%
HH
1987
HWG Holdings
Texas
$701K +$7.52K +40 +1%
Cohen & Steers
1988
Cohen & Steers
New York
$700K -$8.48M -45,087 -92%
TNBTD
1989
Trustmark National Bank Trust Department
Mississippi
$697K -$16.9K -90 -2%
SWIG
1990
Strategic Wealth Investment Group
Kentucky
$696K +$696K +3,705 New
GCMG
1991
Gyroscope Capital Management Group
Florida
$695K
UAS
1992
United Asset Strategies
New York
$693K +$6.39K +34 +0.9%
TIA
1993
Tiemann Investment Advisors
California
$692K +$6.58K +35 +1%
XF
1994
XML Financial
Maryland
$690K +$690K +3,673 New
RWA
1995
Ropes Wealth Advisors
Massachusetts
$689K -$3.06M -16,277 -82%
RTC
1996
Riverview Trust Company
Washington
$688K -$6.2K -33 -0.9%
SLT
1997
St Louis Trust
Missouri
$688K
LP
1998
LGL Partners
Pennsylvania
$688K +$9.77K +52 +1%
CDIA
1999
Capital Directions Investment Advisors
Georgia
$687K -$5.26K -28 -0.8%
PPP
2000
Private Portfolio Partners
New Jersey
$685K -$13.7K -73 -2%