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 %
CCM
2101
Cribstone Capital Management
Maine
$733K +$134K +672 +22%
CSPIA
2102
Cary Street Partners Investment Advisory
Virginia
$733K +$429K +2,143 +141%
SLT
2103
St Louis Trust
Missouri
$732K
MWM
2104
MorganRosel Wealth Management
Colorado
$731K -$136K -681 -16%
OPPTF
2105
OPSEU Pension Plan Trust Fund
Ontario, Canada
$729K +$50.4K +248 +7%
HCP
2106
Hexagon Capital Partners
Arkansas
$727K +$727K +3,936 New
GSIS
2107
Global Strategic Investment Solutions
Arizona
$726K +$32K +160 +5%
IIM
2108
Ironwood Investment Management
Massachusetts
$725K +$17K +85 +2%
OWA
2109
Outlook Wealth Advisors
Texas
$717K -$5.8K -29 -0.8%
CT
2110
Chicago Trust
Illinois
$717K +$342K +1,711 +91%
SAM
2111
Stewart Asset Management
New York
$717K +$435K +2,176 +155%
AWM
2112
Alterna Wealth Management
Texas
$715K
CIP
2113
Convergence Investment Partners
Florida
$713K -$18.2K -91 -2%
PDM
2114
Penn Davis McFarland
Texas
$712K -$360K -1,800 -34%
JCM
2115
Jag Capital Management
Missouri
$709K -$19.9M -99,793 -97%
EWM
2116
Executive Wealth Management
Michigan
$709K -$24.6K -123 -3%
BAM
2117
Bellevue Asset Management
Washington
$708K
XF
2118
XML Financial
Maryland
$707K +$44.4K +222 +7%
BFWA
2119
Benchmark Financial Wealth Advisors
Florida
$702K +$14.6K +73 +2%
SB
2120
Sunflower Bank
Texas
$697K -$117K -584 -14%
3F
2121
360 Financial
Minnesota
$697K
FC
2122
Fulcrum Capital
Washington
$696K -$141K -707 -17%
BWCS
2123
Beirne Wealth Consulting Services
Connecticut
$696K +$696K +3,481 New
TF
2124
Trek Financial
Arizona
$695K +$146K +729 +27%
SHA
2125
Seneca House Advisors
Virginia
$695K +$296K +1,482 +74%