2,707 hedge funds and large institutions have $308B invested in Visa in 2020 Q2 according to their latest regulatory filings, with 206 funds opening new positions, 1,249 increasing their positions, 995 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,707
Holders Change
+81
Holders Change %
+3.08%
% of All Funds
55.64%
Holding in Top 10
616
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+0.33%
% of All Funds
12.66%
New
206
Increased
1,249
Reduced
995
Closed
102
Calls
$3.87B
Puts
$4.07B
Net Calls
-$205M
Net Calls Change
+$108M
Name Holding Trade Value Shares
Change
Shares
Change %
RWM
2426
RKL Wealth Management
Pennsylvania
$307K +$30K +155 +11%
SEIA
2427
Signature Estate & Investment Advisors
California
$306K +$53.8K +278 +21%
GBBWRPM
2428
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$304K -$18.2K -94 -6%
AW
2429
Alpha Windward
Massachusetts
$304K -$5.22K -27 -2%
PMG
2430
Private Management Group
California
$304K -$580 -3 -0.2%
LF
2431
Lee Financial
Texas
$304K
HL
2432
HeadInvest LLC
Maine
$302K +$24.9K +129 +9%
USGIU
2433
U.S. Global Investors (USGI)
Texas
$300K +$25.1K +130 +9%
EWP
2434
Engrave Wealth Partners
Texas
$299K -$966 -5 -0.3%
TFA
2435
Tobias Financial Advisors
Florida
$299K +$12K +62 +4%
BC
2436
Barnett & Company
Tennessee
$297K -$48.3K -250 -14%
SQA
2437
Simon Quick Advisors
New Jersey
$297K +$29.2K +151 +11%
HIS
2438
Harvest Investment Services
Illinois
$297K +$297K +1,539 New
RAM
2439
Roanoke Asset Management
New Jersey
$296K -$96.7K -500 -25%
TAIM
2440
TD Ameritrade Investment Management
Nebraska
$294K +$966 +5 +0.3%
CSPIA
2441
Cary Street Partners Investment Advisory
Virginia
$293K +$1.93K +10 +0.7%
PAG
2442
Pinnacle Advisory Group
Maryland
$292K
CHA
2443
Carmichael Hill & Associates
Maryland
$292K
SDWMA
2444
Schneider Downs Wealth Management Advisors
Pennsylvania
$291K
CAM
2445
Cubic Asset Management
Massachusetts
$287K -$19.3K -100 -6%
SAM
2446
Strategy Asset Managers
California
$287K +$20.3K +105 +8%
AI
2447
Accredited Investors
Minnesota
$286K -$11.6K -60 -4%
LIC
2448
Laurus Investment Counsel
Canada
$285K +$285K +1,476 New
IF
2449
IRON Financial
Illinois
$284K +$4.06K +21 +1%
LWANC
2450
Laurel Wealth Advisors (North Carolina)
North Carolina
$282K -$24.5K -127 -8%