3,010 hedge funds and large institutions have $348B invested in Visa in 2020 Q4 according to their latest regulatory filings, with 397 funds opening new positions, 1,355 increasing their positions, 985 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,010
Holders Change
+247
Holders Change %
+8.94%
% of All Funds
53.41%
Holding in Top 10
556
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.18%
% of All Funds
9.87%
New
397
Increased
1,355
Reduced
985
Closed
112
Calls
$6.07B
Puts
$5.42B
Net Calls
+$650M
Net Calls Change
+$636M
Name Holding Trade Value Shares
Change
Shares
Change %
WLPWM
2001
Walled Lake Planning & Wealth Management
Illinois
$1.26M -$141K -645 -10%
AIP
2002
Almanack Investment Partners
Pennsylvania
$1.26M -$902K -4,124 -42%
FFS
2003
Founders Financial Securities
Maryland
$1.26M +$395K +1,804 +46%
HA
2004
Harfst & Associates
Wyoming
$1.26M -$28K -128 -2%
JFA
2005
JNBA Financial Advisors
Minnesota
$1.25M +$23.6K +108 +2%
CCG
2006
Cloverfields Capital Group
Minnesota
$1.25M +$1.25M +5,711 New
TCM
2007
Tradewinds Capital Management
Washington
$1.25M +$219 +1 +0%
FWA
2008
FOCUS Wealth Advisors
Texas
$1.25M +$1.25M +5,696 New
CB
2009
CNB Bank
Pennsylvania
$1.24M +$78.8K +360 +7%
AG
2010
AlphaSimPlex Group
Massachusetts
$1.24M +$489K +2,237 +65%
TLCM
2011
Twin Lakes Capital Management
California
$1.24M +$1.24M +5,660 New
BG
2012
Bollard Group
Massachusetts
$1.23M
BAM
2013
Berkshire Asset Management
Pennsylvania
$1.23M +$99.1K +453 +9%
BFA
2014
Beacon Financial Advisory
Ohio
$1.23M +$769K +3,518 +167%
WAG
2015
Winthrop Advisory Group
Massachusetts
$1.23M +$120K +550 +11%
CWS
2016
Cypress Wealth Services
California
$1.23M +$1.23M +5,604 New
CA
2017
Cullinan Associates
Kentucky
$1.23M +$656K +3,000 +115%
BEAM
2018
Baker Ellis Asset Management
Washington
$1.22M +$87.5K +400 +8%
FNWM
2019
Financial Network Wealth Management
Utah
$1.22M +$1.22M +5,590 New
WMA
2020
Wealth Management Associates
New Jersey
$1.21M +$86K +393 +8%
RWA
2021
Ropes Wealth Advisors
Massachusetts
$1.21M +$212K +970 +21%
SWRP
2022
Summit Wealth & Retirement Planning
California
$1.21M -$219 -1 -0%
BOPW
2023
Brandywine Oak Private Wealth
Pennsylvania
$1.21M -$15.7K -72 -1%
TVAMP
2024
Tennessee Valley Asset Management Partners
Tennessee
$1.2M +$602K +2,755 +100%
UMC
2025
United Maritime Capital
New York
$1.2M +$1.2M +5,500 New