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 %
WCWM
2026
Willow Creek Wealth Management
California
$870K -$7.4K -37 -0.8%
VCA
2027
Verdence Capital Advisors
Maryland
$870K +$172K +858 +25%
BB
2028
Bell Bank
North Dakota
$869K +$37.2K +186 +4%
WI
2029
Wedgewood Investors
Pennsylvania
$865K +$26K +130 +3%
BCP
2030
Berkeley Capital Partners
Georgia
$863K +$1K +5 +0.1%
AIC
2031
Ameritas Investment Company
Nebraska
$861K
PC
2032
PA Capital
Virginia
$860K -$106K -528 -11%
VC
2033
Vicus Capital
Pennsylvania
$859K -$57.8K -289 -6%
HWM
2034
Howard Wealth Management
Connecticut
$857K -$61.7K -309 -7%
BFIM
2035
Beese Fulmer Investment Management
Ohio
$857K +$29K +145 +4%
CHAM
2036
Clear Harbor Asset Management
Connecticut
$855K -$11K -55 -1%
LC
2037
Lindbrook Capital
California
$855K +$10.2K +51 +1%
HHGA
2038
Halbert Hargrove Global Advisors
California
$853K +$219K +1,096 +35%
ACM
2039
Allred Capital Management
Texas
$852K +$105K +524 +14%
NWP
2040
Northstar Wealth Partners
Connecticut
$846K -$1.48M -7,431 -64%
BOS
2041
Bingham Osborn & Scarborough
California
$845K +$24.6K +123 +3%
BIA
2042
Bigelow Investment Advisors
Maine
$841K +$1K +5 +0.1%
RPWA
2043
Regent Peak Wealth Advisors
Georgia
$840K +$14K +70 +2%
FP
2044
Foundry Partners
Minnesota
$839K
TIA
2045
Tiemann Investment Advisors
California
$838K -$1K -5 -0.1%
SAA
2046
Southeast Asset Advisors
Georgia
$836K -$19.8K -99 -2%
WCM
2047
WealthBridge Capital Management
Ohio
$836K
NED
2048
Nancy E. Dempze
$835K
NSIM
2049
North Star Investment Management
Illinois
$835K +$327K +1,637 +64%
NEWAS
2050
N.E.W. Advisory Services
Wisconsin
$834K -$10.6K -53 -1%