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 %
UBV
2101
United Bank (Virginia)
Virginia
$656K +$1.55K +8 +0.2%
OFG
2102
Omega Financial Group
California
$656K +$3.09K +16 +0.5%
SHWM
2103
Smith & Howard Wealth Management
Georgia
$655K -$64.9K -336 -9%
PCWA
2104
Pacific Capital Wealth Advisors
California
$652K -$3.28K -17 -0.5%
ACA
2105
Ackerman Capital Advisors
Texas
$650K
FCA
2106
FLC Capital Advisors
California
$648K +$6.33K +32 +1%
PP
2107
Palladium Partners
Virginia
$647K
SIG
2108
Sky Investment Group
Connecticut
$647K +$3.86K +20 +0.6%
RGIA
2109
Rainier Group Investment Advisory
Washington
$645K +$645K +3,337 New
FTI
2110
Fiduciary Trust International
Massachusetts
$643K +$116K +600 +22%
DCM
2111
Davis Capital Management
Florida
$642K +$24.7K +128 +4%
XF
2112
XML Financial
Maryland
$640K -$16.2K -84 -2%
GIP
2113
Greatmark Investment Partners
Georgia
$639K -$512K -2,650 -44%
OPPTF
2114
OPSEU Pension Plan Trust Fund
Ontario, Canada
$638K -$170K -889 -21%
DA
2115
Detalus Advisors
Missouri
$636K +$4.83K +25 +0.8%
FC
2116
FORA Capital
Florida
$633K +$633K +3,276 New
ATC
2117
Adirondack Trust Company
New York
$631K +$192K +1,010 +44%
RTC
2118
Riverview Trust Company
Washington
$630K -$77.3K -400 -11%
OWA
2119
One Wealth Advisors
California
$630K -$43.1K -223 -6%
CWM
2120
Connecticut Wealth Management
Connecticut
$630K -$25.3K -131 -4%
BWP
2121
BSW Wealth Partners
Colorado
$629K +$96.4K +499 +18%
PAS
2122
Partnervest Advisory Services
California
$625K -$54.5K -282 -8%
SPC
2123
Stewart & Patten Company
California
$624K
ME
2124
McIlrath & Eck
Washington
$622K -$772 -4 -0.1%
CRCM
2125
Corbett Road Capital Management
Virginia
$620K +$233K +1,207 +60%