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 %
WDL
2201
Well Done LLC
Michigan
$399K -$15.3K -95 -4%
LWA
2202
Lineweaver Wealth Advisors
Ohio
$398K +$109K +675 +38%
PFO
2203
Pathstone Family Office
New Jersey
$397K -$110K -680 -22%
IGGA
2204
Iron Gate Global Advisors
Utah
$397K +$121K +753 +44%
FFS
2205
Founders Financial Securities
Maryland
$394K +$47.4K +294 +14%
BWM
2206
Buckley Wealth Management
Nevada
$394K +$75.2K +466 +24%
CNFG
2207
Creegan & Nassoura Financial Group
New Hampshire
$393K
LF
2208
Lantz Financial
Illinois
$392K -$45.6K -283 -10%
LC
2209
LCNB Corp
Ohio
$391K +$29.2K +181 +8%
DWA
2210
Dougherty Wealth Advisers
Minnesota
$389K
BCM
2211
Birch Capital Management
Texas
$387K +$4.19K +26 +1%
CBN
2212
Cadence Bank NA
Texas
$386K
DTC
2213
Davidson Trust Company
Washington
$386K
CBA
2214
Coastal Bridge Advisors
Connecticut
$386K +$212K +1,316 +122%
SFWA
2215
Summit Financial Wealth Advisors
Louisiana
$385K
BCA
2216
Biltmore Capital Advisors
New Jersey
$385K +$2.42K +15 +0.6%
APW
2217
Austin Private Wealth
Texas
$385K +$57K +354 +17%
CW
2218
CreativeOne Wealth
Kansas
$383K -$202K -1,254 -35%
AIP
2219
Ahrens Investment Partners
Louisiana
$383K -$33.5K -208 -8%
TA
2220
Trellis Advisors
Washington
$382K +$77.3K +479 +25%
HI
2221
Hudock Inc
Pennsylvania
$381K +$181K +1,128 +91%
GC
2222
Garde Capital
Washington
$380K -$24.2K -150 -6%
FFG
2223
Frisch Financial Group
New York
$380K +$75.5K +468 +25%
LC
2224
Lavaca Capital
Texas
$376K -$126K -782 -25%
BWM
2225
Baystate Wealth Management
Massachusetts
$375K +$94.7K +588 +34%