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 %
OWA
2051
One Wealth Advisors
California
$561K -$72.6K -451 -11%
BCM
2052
Becker Capital Management
Oregon
$560K
CWA
2053
Clarus Wealth Advisors
Arizona
$559K -$7.44K -49 -1%
SFG
2054
Summit Financial Group
West Virginia
$558K
GSIS
2055
Global Strategic Investment Solutions
Arizona
$558K +$44.4K +276 +9%
3F
2056
360 Financial
Minnesota
$557K
CC
2057
Centiva Capital
New York
$552K +$441K +2,733 +396%
CRM
2058
Cramer Rosenthal McGlynn
Connecticut
$551K +$551K +3,419 New
ECM
2059
Elgethun Capital Management
South Dakota
$550K
TCPWM
2060
Traverso Chambers Private Wealth Management
California
$550K
RPWA
2061
Regent Peak Wealth Advisors
Georgia
$548K +$135K +836 +33%
XF
2062
XML Financial
Maryland
$547K -$44.3K -275 -7%
PCWA
2063
Pacific Capital Wealth Advisors
California
$547K -$12.1K -75 -2%
CWM
2064
Connecticut Wealth Management
Connecticut
$547K +$17.1K +106 +3%
EP
2065
Edgestream Partners
New Jersey
$547K +$165K +1,021 +43%
MIM
2066
Manitou Investment Management
Ontario, Canada
$546K +$88.6K +550 +19%
OFG
2067
Omega Financial Group
California
$545K -$91.9K -570 -14%
UBV
2068
United Bank (Virginia)
Virginia
$545K -$7.25K -45 -1%
LJAC
2069
L.J. Altfest & Co
New York
$545K -$6.44K -40 -1%
CPC
2070
Cookson Peirce & Co
Pennsylvania
$544K -$34.6K -215 -6%
ACA
2071
Ackerman Capital Advisors
Texas
$542K -$155K -962 -22%
MC
2072
Miles Capital
Iowa
$541K +$65.3K +405 +14%
SIA
2073
Strategic Investment Advisors
Michigan
$541K +$70.4K +437 +15%
PP
2074
Palladium Partners
Virginia
$539K
SIG
2075
Sky Investment Group
Connecticut
$537K +$46K +285 +9%