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 %
GC
2026
Gilbert & Cook
Iowa
$595K +$28.4K +176 +5%
BAM
2027
Bellevue Asset Management
Washington
$593K +$272K +1,603 +85%
WIC
2028
Woodmont Investment Counsel
Tennessee
$592K +$52.4K +325 +10%
RTC
2029
Riverview Trust Company
Washington
$590K
SLT
2030
St Louis Trust
Missouri
$590K
CDIA
2031
Capital Directions Investment Advisors
Georgia
$589K
AWM
2032
Atticus Wealth Management
Florida
$588K +$88.4K +549 +18%
PGWM
2033
Parisi Gray Wealth Management
New Jersey
$586K -$29.8K -185 -5%
NGA
2034
Naples Global Advisors
Florida
$586K -$24.8K -154 -4%
APW
2035
Aurora Private Wealth
New Jersey
$586K +$81.2K +504 +16%
MCIA
2036
Mountain Capital Investment Advisors
Colorado
$583K +$151K +869 +35%
GCMG
2037
Gyroscope Capital Management Group
Florida
$580K -$16.1K -100 -3%
Dodge & Cox
2038
Dodge & Cox
California
$580K
PWM
2039
PBMares Wealth Management
Virginia
$579K -$5.64K -35 -1%
HR
2040
Howe & Rusling
New York
$577K +$23.3K +145 +4%
OAM
2041
Occidental Asset Management
California
$576K +$400K +2,483 +227%
FNBSF
2042
First National Bank Sioux Falls
South Dakota
$573K -$74.9K -465 -12%
BWP
2043
Bernardo Wealth Planning
Pennsylvania
$570K +$14.2K +88 +3%
OI
2044
Oakbrook Investments
Illinois
$566K -$1.78M -11,033 -76%
CI
2045
CX Institutional
Indiana
$566K -$1.55M -9,600 -73%
PAS
2046
Partnervest Advisory Services
California
$566K +$109K +677 +24%
OWA
2047
Outlook Wealth Advisors
Texas
$565K +$210K +1,304 +59%
PR
2048
Payden & Rygel
California
$564K +$564K +3,500 New
ETC
2049
Exchange Traded Concepts
Oklahoma
$563K +$558K +3,460 +10,813%
WCM
2050
Wedge Capital Management
North Carolina
$562K