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 %
SKK
2376
Shepherd Kaplan Krochuk
Massachusetts
$580K -$21.9K -100 -4%
VA
2377
Valmark Advisers
Ohio
$580K +$282K +1,287 +94%
RWM
2378
RKL Wealth Management
Pennsylvania
$579K
SFG
2379
StrategIQ Financial Group
Indiana
$578K +$89.4K +409 +18%
LRIA
2380
Leonard Rickey Investment Advisors
Washington
$577K +$16.2K +74 +3%
CWA
2381
Clarus Wealth Advisors
Arizona
$574K
MAM
2382
Marotta Asset Management
Virginia
$574K
AWP
2383
Accretive Wealth Partners
New Jersey
$573K +$573K +2,618 New
TF
2384
TRH Financial
Iowa
$572K +$32.1K +147 +6%
AWM
2385
Act Wealth Management
Texas
$571K +$571K +2,609 New
DCM
2386
Dimension Capital Management
Florida
$569K +$26K +119 +5%
DACG
2387
Donor Advised Charitable Giving
California
$565K
BAAM
2388
Baker Avenue Asset Management
California
$564K +$60.3K +276 +12%
ACM
2389
Arthedge Capital Management
New York
$562K +$562K +18,400 New
BWA
2390
Beam Wealth Advisors
Louisiana
$561K -$40K -183 -7%
CVM
2391
Cheviot Value Management
California
$561K +$15.7K +72 +3%
FCA
2392
FinTrust Capital Advisors
South Carolina
$559K -$98.1K -448 -15%
WAM
2393
Winslow Asset Management
Ohio
$558K
CA
2394
Crumly & Associates
Illinois
$558K +$226K +1,120 +68%
BFPW
2395
BOK Financial Private Wealth
Colorado
$557K +$23.6K +108 +4%
HFP
2396
Holistic Financial Partners
Indiana
$556K -$20.5K -94 -4%
FSA
2397
Franklin Street Advisors
North Carolina
$554K +$326K +1,490 +143%
LNWTC
2398
Laird Norton Wetherby Trust Company
Washington
$554K +$554K +2,538 New
SRC
2399
Sage Rhino Capital
California
$553K +$9.2K +42 +2%
RZH
2400
Relyea Zuckerberg Hanson
Connecticut
$552K -$109K -499 -17%