3,010 hedge funds and large institutions have $348B invested in Visa in 2020 Q4 according to their latest regulatory filings, with 397 funds opening new positions, 1,355 increasing their positions, 985 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,010
Holders Change
+247
Holders Change %
+8.94%
% of All Funds
53.41%
Holding in Top 10
556
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.18%
% of All Funds
9.87%
New
397
Increased
1,355
Reduced
985
Closed
112
Calls
$6.07B
Puts
$5.42B
Net Calls
+$650M
Net Calls Change
+$636M
Name Holding Trade Value Shares
Change
Shares
Change %
FRA
2251
Frank Rimerman Advisors
California
$736K +$736K +3,365 New
SHWM
2252
Smith & Howard Wealth Management
Georgia
$736K -$5.47K -25 -0.7%
ACA
2253
Ackerman Capital Advisors
Texas
$736K
RWA
2254
Redhawk Wealth Advisors
Minnesota
$735K +$201K +918 +38%
TWM
2255
Tradition Wealth Management
Minnesota
$734K +$734K +3,354 New
KFGK
2256
Keystone Financial Group (Kentucky)
Kentucky
$733K -$6.78K -31 -0.9%
MAG
2257
MRA Advisory Group
New Jersey
$733K +$733K +3,351 New
BCA
2258
Biltmore Capital Advisors
New Jersey
$732K +$55.3K +253 +8%
GAM
2259
Grandview Asset Management
Pennsylvania
$730K +$102K +464 +16%
SAS
2260
Stelac Advisory Services
New York
$727K +$6.35K +29 +0.9%
9WM
2261
9258 Wealth Management
Ohio
$724K +$11.8K +54 +2%
CIEP
2262
Constellation Investimentos e Participacoes
Brazil
$724K +$114K +520 +19%
AFA
2263
Arlington Financial Advisors
California
$722K
JF
2264
JSF Financial
California
$718K +$27.5K +126 +4%
RSWM
2265
Robertson Stephens Wealth Management
California
$716K -$436K -1,994 -38%
XF
2266
XML Financial
Maryland
$716K -$57.5K -263 -7%
TCPWM
2267
Traverso Chambers Private Wealth Management
California
$716K -$30.2K -138 -4%
BAM
2268
Bellevue Asset Management
Washington
$714K
SPC
2269
Stewart & Patten Company
California
$713K +$7.44K +34 +1%
LIG
2270
Lokken Investment Group
Delaware
$713K +$713K +3,262 New
CWP
2271
Curated Wealth Partners
California
$710K +$710K +3,246 New
ACM
2272
Allred Capital Management
Texas
$706K -$227K -1,036 -24%
SAM
2273
SignalPoint Asset Management
Missouri
$706K -$22.1K -101 -3%
ME
2274
McIlrath & Eck
Washington
$703K -$17.9K -82 -2%
KA
2275
Kercheville Advisors
Texas
$701K +$701K +3,200 New