2,626 hedge funds and large institutions have $258B invested in Visa in 2020 Q1 according to their latest regulatory filings, with 168 funds opening new positions, 1,123 increasing their positions, 1,131 reducing their positions, and 163 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,626
Holders Change
-32
Holders Change %
-1.2%
% of All Funds
58.01%
Holding in Top 10
614
Holding in Top 10 Change
+47
Holding in Top 10 Change %
+8.29%
% of All Funds
13.56%
New
168
Increased
1,123
Reduced
1,131
Closed
163
Calls
$3.41B
Puts
$3.72B
Net Calls
-$313M
Net Calls Change
+$709M
Name Holding Trade Value Shares
Change
Shares
Change %
CMANY
2476
Capital Management Associates (New York)
New York
$207K +$207K +1,286 New
TCOT
2477
Trust Company of Toledo
Ohio
$206K +$5.64K +35 +3%
NCM
2478
Narwhal Capital Management
Georgia
$206K +$206K +1,281 New
MCM
2479
Marathon Capital Management
Maryland
$205K -$12.5K -78 -6%
OC
2480
Oarsman Capital
Wisconsin
$205K -$12.1K -75 -6%
DAM
2481
Doheny Asset Management
California
$205K
ANTB
2482
AMG National Trust Bank
Colorado
$205K +$205K +1,272 New
EW
2483
Element Wealth
Mississippi
$204K
LWM
2484
Lenox Wealth Management
Ohio
$204K +$24K +149 +13%
NCM
2485
Noesis Capital Mangement
Florida
$203K -$20.1K -125 -9%
PWM
2486
Paulson Wealth Management
Illinois
$203K -$30.2K -182 -13%
EMFAT
2487
Emerald Mutual Fund Advisers Trust
Pennsylvania
$203K
PGA
2488
Portland Global Advisors
Maine
$201K -$107K -662 -35%
WBG
2489
Wharton Business Group
Pennsylvania
$201K
LI
2490
LVZ Inc
Michigan
$201K
TWM
2491
Titus Wealth Management
California
$201K +$11.3K +70 +6%
AFAS
2492
Acorn Financial Advisory Services
Virginia
$200K
WQ
2493
Wealth Quarterback
New Jersey
$199K -$2.23M -13,862 -92%
FNBOSM
2494
First National Bank of South Miami
Florida
$189K -$3.38K -21 -2%
AW
2495
Avion Wealth
Texas
$188K -$52.6K -327 -22%
TFO
2496
Tarbox Family Office
California
$183K +$5.33K +33 +3%
GWMIA
2497
Global Wealth Management Investment Advisory
Florida
$183K +$22.6K +140 +14%
RP
2498
Rowlandmiller & Partners
Georgia
$181K -$9.67K -60 -5%
PP
2499
PrairieView Partners
Minnesota
$177K +$177K +1,100 New
LWM
2500
Liberty Wealth Management
California
$170K -$4.03K -25 -2%