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 %
DAM
2001
Delta Asset Management
Tennessee
$684K
CW
2002
CreativeOne Wealth
Kansas
$683K +$19K +101 +3%
PWM
2003
PBMares Wealth Management
Virginia
$682K +$682K +3,630 New
Boston Partners
2004
Boston Partners
Massachusetts
$677K
Dodge & Cox
2005
Dodge & Cox
California
$676K
ACA
2006
Anchor Capital Advisors
Massachusetts
$676K
CPC
2007
Cookson Peirce & Co
Pennsylvania
$675K +$36.6K +195 +6%
PC
2008
Permit Capital
Pennsylvania
$667K
DIM
2009
Delta Investment Management
California
$667K +$667K +3,555 New
GAG
2010
GM Advisory Group
New York
$662K -$319K -1,700 -33%
AWM
2011
Alterna Wealth Management
Texas
$661K -$47.5K -253 -7%
EWA
2012
ERTS Wealth Advisors
Michigan
$660K -$76.8K -409 -10%
GC
2013
Gilbert & Cook
Iowa
$660K +$82.1K +437 +14%
WCM
2014
Wedge Capital Management
North Carolina
$655K +$5.26K +28 +0.8%
VCA
2015
Verdence Capital Advisors
Maryland
$654K -$16.9K -90 -3%
BCM
2016
Becker Capital Management
Oregon
$654K +$1.13K +6 +0.2%
BSPF
2017
British Steel Pension Fund
United Kingdom
$652K
ME
2018
McIlrath & Eck
Washington
$652K +$130K +691 +25%
PCWA
2019
Pacific Capital Wealth Advisors
California
$652K +$652K +3,469 New
SFG
2020
Summit Financial Group
West Virginia
$651K
ACWM
2021
Adams Chetwood Wealth Management
North Carolina
$650K +$650K +3,461 New
OPA
2022
Old Port Advisors
Maine
$648K -$4.92K -26 -0.8%
BWP
2023
Bernardo Wealth Planning
Pennsylvania
$648K -$4.69K -25 -0.7%
HR
2024
Howe & Rusling
New York
$646K +$3.76K +20 +0.6%
UBV
2025
United Bank (Virginia)
Virginia
$644K -$28.2K -150 -4%