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 %
HCM
2401
Hengehold Capital Management
Ohio
$552K +$4.16K +19 +0.8%
CWP
2402
Concord Wealth Partners
Virginia
$551K +$551K +2,519 New
MIM
2403
Merrion Investment Management
New Jersey
$551K +$551K +2,520 New
SAM
2404
Stewart Asset Management
New York
$549K -$235K -1,073 -30%
HI
2405
Hudock Inc
Pennsylvania
$549K +$19K +87 +4%
HPC
2406
Hobart Private Capital
North Carolina
$546K +$44.8K +205 +9%
EWA
2407
ERTS Wealth Advisors
Michigan
$546K -$25.4K -116 -4%
RAM
2408
Rempart Asset Management
Canada
$546K +$546K +2,495 New
AIFAIM
2409
American Institute for Advanced Investment Management
Arizona
$542K +$1.53K +7 +0.3%
KIG
2410
Kowal Investment Group
Wisconsin
$542K +$542K +2,595 New
PWSG
2411
Pacific Wealth Strategies Group
California
$541K +$191K +885 +54%
IIM
2412
InTrack Investment Management
Vermont
$540K +$540K +2,470 New
ECM
2413
Ensemble Capital Management
California
$539K -$875 -4 -0.2%
JWM
2414
JGP Wealth Management
Oregon
$539K +$5.23K +25 +1%
GSEP
2415
Golden State Equity Partners
California
$539K +$539K +2,467 New
GM
2416
GeoWealth Management
Illinois
$538K +$538K +2,463 New
NFSG
2417
Newbridge Financial Services Group
Florida
$537K -$26K -119 -5%
22CM
2418
20/20 Capital Management
California
$537K -$7.09K -35 -1%
PC
2419
Permanens Capital
New York
$537K +$263K +1,200 +96%
GP
2420
Geneva Partners
Wisconsin
$536K -$5.47K -25 -1%
SCA
2421
STALEY CAPITAL ADVISERS
Pennsylvania
$536K
WAOI
2422
Wealth Advisors of Iowa
Iowa
$536K +$5.47K +25 +1%
LC
2423
LCNB Corp
Ohio
$536K +$7.66K +35 +1%
MWC
2424
MBM Wealth Consultants
Missouri
$534K -$17.9K -82 -3%
PWA
2425
Physician Wealth Advisors
Utah
$534K -$7.12K -34 -1%