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Visa
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Overview Fund Activity

2,707 hedge funds and large institutions have $308B invested in Visa in 2020 Q2 according to their latest regulatory filings, with 206 funds opening new positions, 1,249 increasing their positions, 995 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,707
Holders Change
+81
Holders Change %
+3.08%
% of All Funds
55.64%
Holding in Top 10
616
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+0.33%
% of All Funds
12.66%
New
206
Increased
1,249
Reduced
995
Closed
102
Calls
$3.87B
Puts
$4.07B
Net Calls
-$205M
Net Calls Change
+$108M

Top Buyers

1
Nordea Investment Management
Nordea Investment Management
Sweden
+$776M
2
TCI Fund Management
TCI Fund Management
United Kingdom
+$744M
3
BlackRock
BlackRock
New York
+$545M
4
AAMU
Amundi Asset Management US
Massachusetts
+$318M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$305M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.23B
2
Osaic Holdings
Osaic Holdings
Arizona
-$1.09B
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.05B
4
Vanguard Group
Vanguard Group
Pennsylvania
-$905M
5
Capital World Investors
Capital World Investors
California
-$701M
Name Holding Trade Value Shares
Change 		Shares
Change %
RI
2526
Ridgewood Investments
New Jersey
$239K +$239K +1,236 New
EE
2527
EWG Elevate
California
$238K -$7.27M -37,658 -97%
LWP
2528
Legacy Wealth Planning
Nevada
$238K +$238K +1,230 New
AIA
2529
AIMZ Investment Advisors
California
$237K +$237K +1,229 New
MCM
2530
Marathon Capital Management
Maryland
$236K -$10.8K -56 -4%
EMFAT
2531
Emerald Mutual Fund Advisers Trust
Pennsylvania
$236K -$7.53K -39 -3%
APG
2532
Abacus Planning Group
South Carolina
$236K +$236K +1,221 New
ECM
2533
ExodusPoint Capital Management
New York
$234K -$9.77M -50,591 -98%
SA
2534
Silversage Advisors
California
$234K +$234K +1,131 New
SP
2535
Successful Portfolios
Florida
$234K +$234K +1,210 New
FVWA
2536
Foster Victor Wealth Advisors
South Carolina
$233K -$76.2K -394 -25%
MAM
2537
Morse Asset Management
Connecticut
$233K +$233K +1,208 New
NCM
2538
Neumann Capital Management
California
$232K +$232K +1,200 New
FNBOSM
2539
First National Bank of South Miami
Florida
$230K +$2.52K +13 +1%
THWM
2540
Taylor Hoffman Wealth Management
Virginia
$230K +$230K +1,189 New
SWM
2541
Stockman Wealth Management
Montana
$230K +$230K +1,190 New
IDBONY
2542
Israel Discount Bank of New York
New York
$228K -$39.6K -205 -15%
RIM
2543
Rockbridge Investment Management
New York
$228K +$228K +1,182 New
GWAG
2544
Garrett Wealth Advisory Group
Texas
$227K +$227K +1,167 New
AF
2545
Apexium Financial
Texas
$227K +$227K +1,177 New
ACM
2546
Academy Capital Management
Texas
$227K +$227K +1,180 New
HCM
2547
HMS Capital Management
Tennessee
$226K -$92.9K -482 -29%
SI
2548
Scharf Investments
California
$226K +$226K +1,169 New
PFC
2549
Phocas Financial Corp
California
$226K +$226K +1,172 New
VV
2550
Verity & Verity
South Carolina
$226K +$226K +1,195 New
100 101
102
103 104