2,707 hedge funds and large institutions have $308B invested in Visa in 2020 Q2 according to their latest regulatory filings, with 206 funds opening new positions, 1,249 increasing their positions, 995 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,707
Holders Change
+81
Holders Change %
+3.08%
% of All Funds
55.64%
Holding in Top 10
616
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+0.33%
% of All Funds
12.66%
New
206
Increased
1,249
Reduced
995
Closed
102
Calls
$3.87B
Puts
$4.07B
Net Calls
-$205M
Net Calls Change
+$108M
Name Holding Trade Value Shares
Change
Shares
Change %
AFM
2051
Andesa Financial Management
Pennsylvania
$737K +$163K +843 +28%
AP
2052
Americana Partners
Texas
$736K -$180K -931 -20%
SWA
2053
Stratos Wealth Advisors
Ohio
$736K -$179K -927 -20%
CDIA
2054
Capital Directions Investment Advisors
Georgia
$735K +$28.4K +147 +4%
SIM
2055
SSI Investment Management
California
$733K -$6.37K -33 -0.9%
FS
2056
Ferguson Shapiro
Georgia
$727K +$727K +3,728 New
WCM
2057
Weld Capital Management
New York
$726K +$726K +3,759 New
AAP
2058
Arax Advisory Partners
Colorado
$724K +$173K +895 +31%
ACM
2059
Allred Capital Management
Texas
$722K +$195K +1,012 +37%
BCA
2060
Biltmore Capital Advisors
New Jersey
$721K +$260K +1,344 +56%
WF
2061
WoodTrust Financial
Wisconsin
$720K
FNBOH
2062
First National Bank of Hutchinson
Kansas
$719K -$335K -1,735 -32%
GCM
2063
Galibier Capital Management
Ontario, Canada
$718K -$273K -1,413 -28%
LP
2064
LGL Partners
Pennsylvania
$718K
AP
2065
Arlington Partners
Alabama
$716K +$138K +716 +24%
PGWM
2066
Parisi Gray Wealth Management
New Jersey
$714K +$11.8K +61 +2%
WIC
2067
Woodmont Investment Counsel
Tennessee
$710K
EWM
2068
Executive Wealth Management
Michigan
$709K -$468K -2,425 -40%
SLT
2069
St Louis Trust
Missouri
$707K
CIP
2070
Convergence Investment Partners
Florida
$706K -$1.02M -5,283 -59%
CW
2071
CreativeOne Wealth
Kansas
$705K +$245K +1,266 +53%
NGA
2072
Naples Global Advisors
Florida
$703K
LOIM
2073
Liberty One Investment Management
Illinois
$701K -$185K -956 -21%
BWP
2074
Bernardo Wealth Planning
Pennsylvania
$699K +$15.6K +81 +2%
OWA
2075
Outlook Wealth Advisors
Texas
$698K +$20.9K +108 +3%