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 %
GIM
2001
Groesbeck Investment Management
New Jersey
$916K -$20K -100 -2%
AWM
2002
Atticus Wealth Management
Florida
$914K -$5.6K -28 -0.6%
BWA
2003
BDO Wealth Advisors
Florida
$914K +$9.99K +50 +1%
PIA
2004
Pinion Investment Advisors
Kansas
$913K
RWA
2005
Ropes Wealth Advisors
Massachusetts
$913K +$89.2K +446 +11%
CCC
2006
Chelsea Counsel Company
California
$910K -$20.8K -104 -2%
WFMPM
2007
Woodley Farra Manion Portfolio Management
Indiana
$909K -$30K -150 -3%
SWA
2008
Stratos Wealth Advisors
Ohio
$907K +$144K +722 +19%
MS
2009
Madden Securities
Texas
$906K +$403K +2,015 +80%
GC
2010
Gilbert & Cook
Iowa
$896K +$34.8K +174 +4%
FC
2011
Forte Capital
New York
$893K +$3.6K +18 +0.4%
PAS
2012
Partnervest Advisory Services
California
$892K +$245K +1,228 +38%
QT
2013
Quantamental Technologies
New York
$892K +$892K +4,462 New
PK
2014
Pflug Koory
Nebraska
$891K
MCWS
2015
McKinley Carter Wealth Services
West Virginia
$887K +$20.2K +101 +2%
APW
2016
Acima Private Wealth
Virginia
$883K
CCB
2017
Cutter & Co Brokerage
Missouri
$881K -$20.8K -104 -2%
KC
2018
Knuff & Co
California
$879K +$107K +536 +14%
Cohen & Steers
2019
Cohen & Steers
New York
$877K
PAA
2020
Peregrine Asset Advisers
Oregon
$875K -$1.4K -7 -0.2%
Assenagon Asset Management
2021
Assenagon Asset Management
Luxembourg
$874K -$30.1M -150,774 -97%
AL
2022
Aspiriant LLC
California
$873K -$68.1K -341 -7%
PAG
2023
Private Advisory Group
Washington
$873K +$11.2K +56 +1%
JA
2024
JLB & Associates
Michigan
$872K +$65.7K +329 +8%
BA
2025
Birinyi Associates
Connecticut
$870K -$100K -500 -10%