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 %
AIFAIM
2201
American Institute for Advanced Investment Management
Arizona
$507K +$507K +2,624 New
MAM
2202
Marotta Asset Management
Virginia
$506K
PFGIA
2203
Patriot Financial Group Insurance Agency
Massachusetts
$506K -$730K -3,779 -59%
WFM
2204
Wolff Financial Management
Michigan
$506K
PP
2205
PDS Planning
Ohio
$505K +$128K +661 +34%
EWA
2206
ERTS Wealth Advisors
Michigan
$504K -$51K -264 -9%
CWM
2207
Cordatus Wealth Management
Pennsylvania
$503K
FPCP
2208
Fort Point Capital Partners
California
$502K +$22.2K +115 +5%
ECA
2209
Elevated Capital Advisors
Utah
$502K +$502K +2,319 New
SRC
2210
Sage Rhino Capital
California
$500K +$7.15K +37 +1%
JWM
2211
JGP Wealth Management
Oregon
$500K +$21.1K +108 +4%
DACG
2212
Donor Advised Charitable Giving
California
$499K -$95.6K -495 -16%
CIM
2213
Confluence Investment Management
Missouri
$499K -$2.7K -14 -0.5%
MPW
2214
Monterey Private Wealth
California
$496K +$139K +718 +39%
WAM
2215
Winslow Asset Management
Ohio
$493K
NSIM
2216
North Star Investment Management
Illinois
$491K -$141K -728 -22%
EC
2217
Estate Counselors
Wisconsin
$489K +$489K +2,533 New
AIP
2218
Ahrens Investment Partners
Louisiana
$488K +$28.4K +147 +6%
BFG
2219
Barber Financial Group
Kansas
$487K +$38.7K +200 +9%
MS
2220
Madden Securities
Texas
$486K +$486K +2,514 New
GP
2221
Geneva Partners
Wisconsin
$484K -$724K -3,746 -60%
HCM
2222
Hengehold Capital Management
Ohio
$484K -$1.16K -6 -0.2%
BRA
2223
Blue Rock Advisors
Minnesota
$484K +$484K +2,505 New
OHS
2224
Odey Holdings (Switzerland)
Switzerland
$483K -$96.6K -500 -17%
CCMD
2225
Cypress Capital Management (Delaware)
Delaware
$483K -$29K -150 -6%