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 %
SFG
2251
Sunburst Financial Group
Alabama
$347K -$39.3K -244 -10%
RFO
2252
RiverGlades Family Offices
Florida
$346K -$16.1K -100 -4%
BFWA
2253
Benchmark Financial Wealth Advisors
Florida
$346K +$27.5K +171 +9%
HIM
2254
Harbour Investment Management
Washington
$345K
BL
2255
Balentine LLC
Georgia
$345K +$27.3K +169 +9%
CFG
2256
Cooper Financial Group
California
$343K +$97.9K +608 +40%
GGHC
2257
Gilder Gagnon Howe & Co
New York
$343K +$343K +2,131 New
WC
2258
Weil Company
California
$341K -$4.19K -26 -1%
SFG
2259
StrategIQ Financial Group
Indiana
$339K +$24.8K +154 +8%
TWP
2260
TFO Wealth Partners
Ohio
$338K -$24.1K -150 -7%
PV
2261
Private Vista
Illinois
$338K -$5.17K -32 -2%
KCM
2262
Kanawha Capital Management
Virginia
$338K +$87.6K +543 +35%
MS
2263
Maven Securities
Jersey
$337K -$103K -638 -23%
HIS
2264
Horizon Investment Services
Indiana
$337K -$17.9K -111 -5%
SCM
2265
SOL Capital Management
Maryland
$337K
SCA
2266
STALEY CAPITAL ADVISERS
Pennsylvania
$337K
EI
2267
Ellevest Inc
New York
$337K +$136K +844 +68%
MFW
2268
Mosaic Family Wealth
Missouri
$334K -$64.4K -400 -16%
CGA
2269
Crescent Grove Advisors
Illinois
$334K -$5.95K -37 -2%
SIC
2270
Samalin Investment Counsel
New York
$329K -$94.4K -587 -22%
IWA
2271
Inspirion Wealth Advisors
Illinois
$329K
VAG
2272
VisionPoint Advisory Group
Texas
$328K -$57.9K -359 -15%
LFA
2273
Legend Financial Advisors
Pennsylvania
$328K +$47K +292 +17%
NAS
2274
Nicolet Advisory Services
Wisconsin
$328K +$328K +2,033 New
RAM
2275
Roanoke Asset Management
New Jersey
$327K