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 %
RW
2126
REDW Wealth
New Mexico
$474K +$16.6K +103 +4%
BCM
2127
Bienville Capital Management
New York
$474K +$474K +2,945 New
ZF
2128
Zhang Financial
Michigan
$473K -$331K -2,054 -41%
PCM
2129
Pointe Capital Management
Michigan
$471K -$18.4K -114 -4%
LWS
2130
Lucia Wealth Services
California
$470K -$31.1K -193 -6%
GWS
2131
Glassman Wealth Services
Virginia
$469K -$19.7K -122 -4%
HDIM
2132
Hanson & Doremus Investment Management
Vermont
$468K +$307K +1,908 +191%
I
2133
INVST
Indiana
$468K +$468K +3,055 New
CAG
2134
Csenge Advisory Group
Florida
$467K +$228K +1,417 +95%
DIM
2135
DC Investments Management
Virginia
$466K +$144K +896 +45%
TVAMP
2136
Tennessee Valley Asset Management Partners
Tennessee
$465K +$88.4K +548 +23%
T
2137
TrueFG
Texas
$464K
EWA
2138
ERTS Wealth Advisors
Michigan
$463K -$103K -641 -18%
GAM
2139
Gould Asset Management
California
$461K +$80.6K +500 +21%
HCP
2140
Holt Capital Partners
Texas
$460K
PWA
2141
Physician Wealth Advisors
Utah
$460K +$59.3K +356 +15%
AAP
2142
Arax Advisory Partners
Colorado
$459K -$176K -1,091 -28%
PHAM
2143
Palisades Hudson Asset Management
Florida
$457K
BFPW
2144
BOK Financial Private Wealth
Colorado
$454K +$29.8K +185 +7%
CAM
2145
Claret Asset Management
Quebec, Canada
$454K +$101K +625 +28%
BAAM
2146
Baker Avenue Asset Management
California
$453K -$11.3K -70 -2%
SAA
2147
Southeast Asset Advisors
Georgia
$452K -$26.6K -165 -6%
ACA
2148
Anchor Capital Advisors
Massachusetts
$451K -$129K -800 -22%
CCM
2149
Cribstone Capital Management
Maine
$450K +$75.9K +471 +20%
PC
2150
Permanens Capital
New York
$449K -$370K -2,295 -45%