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 %
LJAC
2026
L.J. Altfest & Co
New York
$644K +$7.71K +41 +1%
PL
2027
Plancorp LLC
Missouri
$644K +$85.7K +456 +15%
ECM
2028
Elgethun Capital Management
South Dakota
$642K
TWA
2029
TCI Wealth Advisors
Arizona
$642K +$81.5K +434 +15%
TCPWM
2030
Traverso Chambers Private Wealth Management
California
$641K
WP
2031
WealthPLAN Partners
Nebraska
$637K +$74.2K +358 +13%
NEWAS
2032
N.E.W. Advisory Services
Wisconsin
$637K +$637K +3,385 New
KWM
2033
Keebeck Wealth Management
Illinois
$635K +$635K +3,384 New
AFM
2034
Andesa Financial Management
Pennsylvania
$634K -$34K -181 -5%
STA
2035
Summit Trail Advisors
New York
$633K +$366K +1,950 +138%
TPW
2036
Tiller Private Wealth
Pennsylvania
$632K +$188 +1 +0%
SIAG
2037
Signet Investment Advisory Group
Rhode Island
$632K +$18.8K +100 +3%
SC
2038
Solstein Capital
California
$631K +$631K +3,357 New
WIC
2039
Woodmont Investment Counsel
Tennessee
$629K
PP
2040
Palladium Partners
Virginia
$629K +$287K +1,527 +84%
CCM
2041
Crabel Capital Management
California
$629K +$629K +3,350 New
WRM
2042
Weybosset Research & Management
Rhode Island
$628K +$113K +600 +22%
GAM
2043
GQ Asset Management
New York
$626K +$184K +980 +42%
BCM
2044
Bayesian Capital Management
New York
$624K +$624K +3,319 New
AHB
2045
Abner Herrman & Brock
New Jersey
$617K -$164K -873 -21%
CWM
2046
Connecticut Wealth Management
Connecticut
$617K +$19.3K +103 +3%
HTHT
2047
Hemenway Trust Hemenway Trust
New Hampshire
$614K -$7.51K -40 -1%
TL
2048
TrueWealth LLC
Georgia
$614K +$6.95K +37 +1%
FC
2049
Fulcrum Capital
Washington
$604K
DA
2050
Detalus Advisors
Missouri
$603K +$603K +3,209 New