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 %
GP
1801
Geneva Partners
Wisconsin
$1.01M -$219K -1,362 -18%
CA
1802
Cambridge Advisors
Nebraska
$1.01M +$87.9K +545 +10%
LDFR
1803
Lehman & Derafelo Financial Resources
Pennsylvania
$1M +$282K +1,750 +39%
WP
1804
WealthPLAN Partners
Nebraska
$1M +$448K +2,477 +81%
CAAS
1805
Capital Asset Advisory Services
Michigan
$1M +$53.6K +302 +6%
SAMC
1806
Spectrum Asset Management (California)
California
$1M -$185K -1,150 -16%
LB
1807
Legacy Bridge
Iowa
$997K -$115K -716 -10%
C
1808
Certuity
Florida
$995K -$149K -917 -13%
MCM
1809
MV Capital Management
Maryland
$992K +$74.8K +464 +8%
WA
1810
Wealth Alliance
New York
$992K +$992K +6,157 New
FWM
1811
Foresight Wealth Management
Utah
$989K +$23.5K +146 +2%
BCM
1812
Brasada Capital Management
Texas
$989K +$25.1K +156 +3%
MCL
1813
MIK Capital LP
New York
$988K +$988K +6,129 New
BSA
1814
Braun Stacey Associates
New York
$986K -$118K -730 -11%
EWM
1815
Executive Wealth Management
Michigan
$982K -$128K -797 -12%
PC
1816
PA Capital
Virginia
$982K -$9.35K -58 -0.9%
JWCA
1817
J.W. Coons Advisors
Ohio
$982K +$982K +6,104 New
OPS
1818
Orion Portfolio Solutions
Nebraska
$980K +$104K +643 +12%
AWM
1819
Avitas Wealth Management
California
$976K -$558K -3,465 -36%
CWM
1820
Circle Wealth Management
New Jersey
$976K +$24.7K +153 +3%
AIC
1821
Archer Investment Corporation
Indiana
$973K +$13.4K +83 +1%
IC
1822
Intersect Capital
California
$972K +$233K +1,449 +32%
HFRG
1823
Houlihan Financial Resource Group
Virginia
$970K +$5.8K +36 +0.6%
ACM
1824
AlphaCrest Capital Management
New York
$967K -$1.27M -7,909 -57%
CCA
1825
Column Capital Advisors
Indiana
$965K -$87.6K -544 -8%