2,626 hedge funds and large institutions have $258B invested in Visa in 2020 Q1 according to their latest regulatory filings, with 168 funds opening new positions, 1,123 increasing their positions, 1,131 reducing their positions, and 163 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,626
Holders Change
-32
Holders Change %
-1.2%
% of All Funds
58.01%
Holding in Top 10
614
Holding in Top 10 Change
+47
Holding in Top 10 Change %
+8.29%
% of All Funds
13.56%
New
168
Increased
1,123
Reduced
1,131
Closed
163
Calls
$3.41B
Puts
$3.72B
Net Calls
-$313M
Net Calls Change
+$709M
Name Holding Trade Value Shares
Change
Shares
Change %
TNBTD
2001
Trustmark National Bank Trust Department
Mississippi
$654K +$57.8K +359 +10%
SIAS
2002
Shine Investment Advisory Services
Colorado
$651K
BC
2003
Brio Consultants
California
$651K +$322 +2 +0%
AFA
2004
Arlington Financial Advisors
California
$650K
NERM
2005
New England Research & Management
Illinois
$650K +$197K +1,225 +44%
MGIA
2006
Moneta Group Investment Advisors
Missouri
$647K -$230K -1,428 -26%
TNA
2007
True North Advisors
Texas
$645K +$161 +1 +0%
ACWM
2008
Adams Chetwood Wealth Management
North Carolina
$641K +$185 +1 +0%
SG
2009
StoneX Group
New York
$634K +$220K +1,365 +53%
MCWS
2010
McKinley Carter Wealth Services
West Virginia
$630K -$37.2K -231 -6%
TIA
2011
Tiemann Investment Advisors
California
$628K +$34.7K +215 +6%
SMFS
2012
Squar Milner Financial Services
California
$626K -$140K -871 -18%
RWA
2013
Ropes Wealth Advisors
Massachusetts
$625K +$34.3K +213 +6%
PPP
2014
Private Portfolio Partners
New Jersey
$625K +$37.5K +233 +6%
SG
2015
Swarthmore Group
Pennsylvania
$624K -$7.58M -47,075 -92%
BMC
2016
Beaton Management Company
Massachusetts
$624K +$12.1K +75 +2%
AL
2017
Aspiriant LLC
California
$623K +$12.3K +76 +2%
SIM
2018
SSI Investment Management
California
$618K -$6.29K -39 -1%
WEPOG
2019
Wealth Enhancement & Preservation of GA
Georgia
$613K -$734K -4,867 -55%
FEM
2020
Fulcrum Equity Management
Texas
$608K +$147K +914 +32%
SP
2021
Symmetry Partners
Connecticut
$604K +$249K +1,542 +70%
TWA
2022
TCI Wealth Advisors
Arizona
$602K +$50.8K +315 +9%
WF
2023
WoodTrust Financial
Wisconsin
$600K -$113K -700 -16%
SHWM
2024
Smith & Howard Wealth Management
Georgia
$600K -$7.73K -48 -1%
LP
2025
LGL Partners
Pennsylvania
$599K +$8.86K +55 +2%