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 %
WA
2151
Waverly Advisors
Alabama
$449K +$71.1K +441 +19%
HPC
2152
Hobart Private Capital
North Carolina
$448K +$56.1K +348 +14%
ACG
2153
Allen Capital Group
Nebraska
$444K -$438K -2,716 -50%
BWP
2154
BSW Wealth Partners
Colorado
$444K +$35.6K +221 +9%
HTHT
2155
Hemenway Trust Hemenway Trust
New Hampshire
$441K -$86.3K -535 -16%
TF
2156
TLWM Financial
Texas
$441K +$9.21K +57 +2%
EA
2157
Emerald Advisors
Washington
$440K +$34.8K +188 +9%
FTI
2158
Fiduciary Trust International
Massachusetts
$440K +$72.6K +450 +20%
ACM
2159
Allred Capital Management
Texas
$439K +$286K +1,777 +187%
HCM
2160
Huber Capital Management
California
$435K
Aristotle Capital Management
2161
Aristotle Capital Management
California
$435K +$161 +1 +0%
EWA
2162
Evolution Wealth Advisors
Florida
$434K -$365K -2,263 -46%
SIM
2163
Sadoff Investment Management
Wisconsin
$434K
DWM
2164
Darwin Wealth Management
Florida
$429K -$16.9K -105 -4%
JWM
2165
JGP Wealth Management
Oregon
$429K -$15.7K -90 -4%
9WM
2166
9258 Wealth Management
Ohio
$429K +$19.7K +115 +5%
KFA
2167
Krane Funds Advisors
New York
$428K -$43K -267 -9%
PL
2168
Plancorp LLC
Missouri
$427K -$125K -777 -23%
CCMD
2169
Cypress Capital Management (Delaware)
Delaware
$427K -$24.2K -150 -5%
WOC
2170
West Oak Capital
California
$426K
RP
2171
Rice Partnership
Hawaii
$424K +$5.48K +34 +1%
BFA
2172
Bragg Financial Advisors
North Carolina
$423K -$29.8K -185 -7%
MFG
2173
Monte Financial Group
Connecticut
$423K +$49.6K +308 +13%
WFM
2174
Wolff Financial Management
Michigan
$422K
RWA
2175
Redhawk Wealth Advisors
Minnesota
$421K -$66K -410 -14%