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 %
CCMD
2351
Cypress Capital Management (Delaware)
Delaware
$604K
GC
2352
Garde Capital
Washington
$604K +$10.9K +50 +2%
SIA
2353
Strategic Investment Advisors
Michigan
$603K +$64K +293 +12%
MPW
2354
Monterey Private Wealth
California
$602K +$219 +1 +0%
MW
2355
MBL Wealth
North Carolina
$601K +$601K +2,746 New
CSPIA
2356
Cary Street Partners Investment Advisory
Virginia
$599K -$203K -926 -25%
CBN
2357
Cadence Bank NA
Texas
$599K +$72.6K +332 +14%
ERWM
2358
Elk River Wealth Management
Colorado
$597K +$597K +2,730 New
LF
2359
Lantz Financial
Illinois
$596K +$55.2K +252 +10%
MS
2360
Mizuho Securities
Japan
$595K -$1.56M -7,112 -72%
QPWM
2361
Quadrant Private Wealth Management
Pennsylvania
$594K +$112K +513 +23%
WFM
2362
Wolff Financial Management
Michigan
$593K +$19.9K +91 +3%
Aristotle Capital Management
2363
Aristotle Capital Management
California
$591K -$219 -1 -0%
KW
2364
KWB Wealth
California
$591K +$591K +2,702 New
FPWM
2365
FSB Premier Wealth Management
Iowa
$591K +$591K +2,704 New
SIM
2366
Sadoff Investment Management
Wisconsin
$590K -$21.4K -98 -4%
D
2367
Diversified
Delaware
$590K +$590K +2,950 New
FCMT
2368
Founders Capital Management (Texas)
Texas
$590K +$590K +3,105 New
CHJWM
2369
Carlton Hofferkamp & Jenks Wealth Management
Texas
$585K -$5.04K -25 -0.9%
EWM
2370
EPG Wealth Management
Georgia
$585K +$37.4K +171 +7%
MAM
2371
McCarthy Asset Management
California
$584K +$584K +2,669 New
ZF
2372
Zhang Financial
Michigan
$582K
CWA
2373
Core Wealth Advisors
Florida
$582K +$28.4K +130 +5%
PFO
2374
Pathstone Family Office
New Jersey
$582K +$514K +2,352 +761%
PP
2375
PDS Planning
Ohio
$581K +$44.6K +204 +8%