2,658 hedge funds and large institutions have $303B invested in Visa in 2019 Q4 according to their latest regulatory filings, with 349 funds opening new positions, 997 increasing their positions, 1,021 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,658
Holders Change
+234
Holders Change %
+9.65%
% of All Funds
52.49%
Holding in Top 10
567
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+3.09%
% of All Funds
11.2%
New
349
Increased
997
Reduced
1,021
Closed
80
Calls
$3.52B
Puts
$4.54B
Net Calls
-$1.02B
Net Calls Change
-$506M
Name Holding Trade Value Shares
Change
Shares
Change %
BCM
2126
Breiter Capital Management
Florida
$499K +$73.4K +390 +17%
KLI
2127
Kelman-Lazarov Inc
Tennessee
$498K -$53.9K -287 -10%
WOC
2128
West Oak Capital
California
$497K -$37.6K -200 -7%
AIC
2129
Ameritas Investment Company
Nebraska
$496K -$437K -2,323 -47%
BFPW
2130
BOK Financial Private Wealth
Colorado
$495K -$35.4K -188 -7%
SRC
2131
Sage Rhino Capital
California
$494K +$194 +1 +0%
EIM
2132
Essex Investment Management
Massachusetts
$494K +$470K +2,500 +1,969%
SIC
2133
Samalin Investment Counsel
New York
$494K +$494K +2,633 New
WFM
2134
Wolff Financial Management
Michigan
$492K +$188 +1 +0%
TA
2135
TCG Advisors
Texas
$490K +$751 +4 +0.2%
CWM
2136
Cordatus Wealth Management
Pennsylvania
$489K -$1.58M -8,395 -76%
BWA
2137
BDO Wealth Advisors
Florida
$489K +$18.4K +98 +4%
RP
2138
Rice Partnership
Hawaii
$488K -$48.8K -260 -9%
AIP
2139
Ahrens Investment Partners
Louisiana
$486K -$61.1K -325 -11%
JHCP
2140
Jackson Hole Capital Partners
Oklahoma
$486K
WDL
2141
Well Done LLC
Michigan
$483K -$246K -1,311 -34%
SG
2142
StoneX Group
New York
$482K +$25.9K +138 +6%
RPWA
2143
Regent Peak Wealth Advisors
Georgia
$482K +$482K +2,569 New
CBTWT
2144
Community Bank & Trust (Waco, Texas)
Texas
$481K -$940 -5 -0.2%
JWM
2145
JGP Wealth Management
Oregon
$481K
WAM
2146
Winslow Asset Management
Ohio
$479K
MCIA
2147
Mountain Capital Investment Advisors
Colorado
$478K +$63.6K +331 +15%
WA
2148
Waverly Advisors
Alabama
$476K -$25K -123 -5%
BWP
2149
BSW Wealth Partners
Colorado
$476K +$31.9K +170 +7%
GC
2150
Garde Capital
Washington
$471K -$26.1K -139 -5%