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 %
RZH
2251
Relyea Zuckerberg Hanson
Connecticut
$466K +$31.9K +165 +7%
WAOI
2252
Wealth Advisors of Iowa
Iowa
$465K -$170K -881 -27%
CBN
2253
Cadence Bank NA
Texas
$465K +$2.13K +11 +0.5%
SAM
2254
Secure Asset Management
Michigan
$464K +$177K +917 +62%
DTC
2255
Davidson Trust Company
Washington
$463K
TAM
2256
Tradition Asset Management
Virginia
$461K +$77.2K +400 +20%
FA
2257
Fortis Advisors
Pennsylvania
$455K +$19.7K +102 +5%
CFG
2258
Cooper Financial Group
California
$455K +$44K +228 +11%
CAM
2259
Crestone Asset Management
Colorado
$455K +$85.4K +442 +23%
AO
2260
Advisor OS
Illinois
$453K +$453K +2,343 New
1IA
2261
1834 Investment Advisors
Wisconsin
$452K +$8.7K +45 +2%
NP
2262
NorthRock Partners
Minnesota
$452K +$77.8K +403 +21%
SFWA
2263
Summit Financial Wealth Advisors
Louisiana
$450K +$6.63K +34 +1%
SAS
2264
Stelac Advisory Services
New York
$449K +$132K +682 +42%
TPW
2265
Tiller Private Wealth
Pennsylvania
$448K +$4.64K +24 +1%
EWM
2266
EPG Wealth Management
Georgia
$447K -$383K -1,981 -46%
VWA
2267
Visionary Wealth Advisors
Illinois
$445K +$77.3K +400 +21%
NG
2268
Northstar Group
New York
$445K +$81.9K +424 +23%
FFG
2269
Frisch Financial Group
New York
$444K -$11K -57 -2%
RFM
2270
Royal Fund Management
Florida
$441K +$96.8K +502 +28%
LBA
2271
Letko, Brosseau & Associates
Quebec, Canada
$440K
CAG
2272
Curtis Advisory Group
California
$437K
LA
2273
LexAurum Advisors
Kansas
$436K
CC
2274
Claybrook Capital
Massachusetts
$435K
Financial Engines Advisors
2275
Financial Engines Advisors
California
$435K +$435K +2,251 New