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 %
TCM
2251
Tufton Capital Management
Maryland
$515K +$515K +2,577 New
HR
2252
Hayden Royal
North Carolina
$513K +$29.8K +149 +6%
LRIA
2253
Leonard Rickey Investment Advisors
Washington
$513K +$161K +805 +46%
DWM
2254
Darwin Wealth Management
Florida
$510K -$569K -2,847 -53%
WAM
2255
Winslow Asset Management
Ohio
$510K
TF
2256
TLWM Financial
Texas
$510K +$17.6K +97 +4%
ECA
2257
Elevated Capital Advisors
Utah
$509K +$14.5K +68 +3%
WA
2258
Waverly Advisors
Alabama
$508K +$363 +2 +0.1%
VWA
2259
Visionary Wealth Advisors
Illinois
$508K +$47.4K +237 +10%
CIM
2260
Confluence Investment Management
Missouri
$507K -$10K -50 -2%
CWA
2261
Core Wealth Advisors
Florida
$506K +$17.8K +89 +4%
MWC
2262
MBM Wealth Consultants
Missouri
$505K -$31.2K -156 -6%
HCM
2263
Hengehold Capital Management
Ohio
$501K
EWM
2264
EPG Wealth Management
Georgia
$501K +$37.8K +189 +8%
CVM
2265
Cheviot Value Management
California
$499K
CFG
2266
Capstone Financial Group
Oklahoma
$499K
DCM
2267
Dimension Capital Management
Florida
$498K +$13K +65 +3%
IAS
2268
Investment Advisory Services
Texas
$498K +$157K +787 +46%
SRC
2269
Sage Rhino Capital
California
$497K -$21K -105 -4%
GP
2270
Geneva Partners
Wisconsin
$495K -$5.4K -27 -1%
EA
2271
Emerald Advisors
Washington
$495K +$9.4K +47 +2%
AIFAIM
2272
American Institute for Advanced Investment Management
Arizona
$494K -$31K -155 -6%
LF
2273
Lantz Financial
Illinois
$494K +$7.2K +36 +1%
TF
2274
TRH Financial
Iowa
$494K +$7.8K +39 +2%
ECM
2275
Ensemble Capital Management
California
$494K +$494K +2,468 New