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 %
CI
2026
Cavalier Investments
Georgia
$1.2M +$300K +1,371 +33%
FFA
2027
Founders Financial Alliance
North Carolina
$1.2M +$309K +1,414 +35%
PFGIA
2028
Patriot Financial Group Insurance Agency
Massachusetts
$1.19M +$603K +2,759 +102%
SHA
2029
Seneca House Advisors
Virginia
$1.19M +$427K +1,952 +56%
RB
2030
Renasant Bank
Mississippi
$1.18M +$1.18M +5,395 New
LCM
2031
Leisure Capital Management
California
$1.18M -$8.31K -38 -0.7%
AIM
2032
Alhambra Investment Management
Florida
$1.18M +$5.47K +25 +0.5%
BB
2033
Bell Bank
North Dakota
$1.18M +$227K +1,036 +24%
STA
2034
Summit Trail Advisors
New York
$1.17M +$1.17M +5,348 New
IWA
2035
IVC Wealth Advisors
Pennsylvania
$1.17M +$1.17M +5,345 New
BBNA
2036
Bremer Bank National Association
Minnesota
$1.17M -$64.5K -295 -5%
Dodge & Cox
2037
Dodge & Cox
California
$1.16M -$43.7K -200 -4%
BWP
2038
Bernardo Wealth Planning
Pennsylvania
$1.15M -$7.87K -36 -0.7%
AB
2039
Atlas Brown
Kentucky
$1.15M +$5.03K +23 +0.4%
AF
2040
Allworth Financial
California
$1.14M +$57.8K +264 +5%
SEEDPG
2041
S.E.E.D. Planning Group
New York
$1.14M +$52.1K +238 +5%
OWA
2042
Octavia Wealth Advisors
Ohio
$1.14M +$1.14M +5,223 New
CL
2043
CPWM LLC
Washington
$1.14M +$94.7K +433 +9%
LWA
2044
Lenox Wealth Advisors
New York
$1.13M +$15.5K +71 +1%
5L
2045
55I LLC
Massachusetts
$1.13M +$499K +2,280 +79%
NB
2046
Nicolet Bankshares
Wisconsin
$1.13M -$28K -128 -2%
LFA
2047
Legacy Financial Advisors
Kentucky
$1.13M +$94.6K +433 +9%
ECM
2048
Estabrook Capital Management
New York
$1.12M +$54.2K +248 +5%
RHP
2049
Royal Harbor Partners
Texas
$1.12M +$250K +1,145 +29%
MJP
2050
Michael J. Puzo
$1.12M -$82.1K -375 -7%