2,707 hedge funds and large institutions have $308B invested in Visa in 2020 Q2 according to their latest regulatory filings, with 206 funds opening new positions, 1,249 increasing their positions, 995 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,707
Holders Change
+81
Holders Change %
+3.08%
% of All Funds
55.64%
Holding in Top 10
616
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+0.33%
% of All Funds
12.66%
New
206
Increased
1,249
Reduced
995
Closed
102
Calls
$3.87B
Puts
$4.07B
Net Calls
-$205M
Net Calls Change
+$108M
Name Holding Trade Value Shares
Change
Shares
Change %
BCP
2001
Berkeley Capital Partners
Georgia
$832K -$5.02K -26 -0.6%
GC
2002
Gilbert & Cook
Iowa
$832K +$119K +617 +17%
WOSD
2003
WFA of San Diego
California
$832K +$832K +4,046 New
SAA
2004
Southeast Asset Advisors
Georgia
$827K +$285K +1,476 +53%
VF
2005
Virtu Financial
New York
$821K +$821K +4,252 New
KF
2006
Krilogy Financial
Missouri
$820K -$752K -3,892 -48%
LC
2007
Lindbrook Capital
California
$816K -$49.7K -257 -6%
HH
2008
HWG Holdings
Texas
$816K +$816K +4,222 New
NEWAS
2009
N.E.W. Advisory Services
Wisconsin
$814K +$814K +4,214 New
BIA
2010
Bigelow Investment Advisors
Maine
$812K -$132K -685 -14%
SAM
2011
S.A. Mason
Michigan
$812K -$69.5K -360 -8%
FP
2012
Foundry Partners
Minnesota
$811K -$304K -1,575 -27%
WI
2013
Wedgewood Investors
Pennsylvania
$811K
TIA
2014
Tiemann Investment Advisors
California
$811K +$58K +300 +8%
CC
2015
Centiva Capital
New York
$811K +$150K +776 +23%
CAC
2016
Certified Advisory Corp
Florida
$810K +$23K +119 +3%
FC
2017
Fulcrum Capital
Washington
$809K +$207K +1,072 +34%
WCM
2018
WealthBridge Capital Management
Ohio
$807K -$36.3K -188 -4%
NED
2019
Nancy E. Dempze
$807K
BB
2020
Bell Bank
North Dakota
$804K -$4.83K -25 -0.6%
PSC
2021
Prentiss Smith & Co
Vermont
$804K
SFWC
2022
Strategic Family Wealth Counselors
New Jersey
$801K +$1.35K +7 +0.2%
BFIM
2023
Beese Fulmer Investment Management
Ohio
$800K +$9.28K +48 +1%
DAM
2024
Delta Asset Management
Tennessee
$798K
RPWA
2025
Regent Peak Wealth Advisors
Georgia
$798K +$140K +727 +21%