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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 %
SAM
2551
Shone Asset Management
California
$224K +$224K +1,137 New
WCAMG
2552
Woodard & Company Asset Management Group
North Carolina
$224K +$224K +1,159 New
MWM
2553
Modera Wealth Management
New Jersey
$224K +$224K +1,159 New
SC
2554
Slow Capital
California
$224K +$224K +1,161 New
MA
2555
MANA Advisors
New York
$224K +$224K +1,162 New
AP
2556
Adero Partners
California
$224K +$224K +1,162 New
CCM
2557
Cadence Capital Management
Massachusetts
$222K -$107K -554 -33%
AWS
2558
Arkfeld Wealth Strategies
Nebraska
$221K +$221K +1,142 New
WQ
2559
Wealth Quarterback
New Jersey
$220K -$19.1K -99 -8%
QPWM
2560
Quadrant Private Wealth Management
Pennsylvania
$220K +$220K +1,141 New
LFG
2561
Larson Financial Group
Missouri
$216K +$39.9K +207 +23%
GIM
2562
Guild Investment Management
California
$216K +$216K +1,120 New
CWM
2563
Cahaba Wealth Management
Georgia
$215K +$215K +1,083 New
KAM
2564
Knightsbridge Asset Management
California
$214K +$214K +1,110 New
CMI
2565
Clare Market Investments
Texas
$213K -$171K -885 -44%
PP
2566
PrairieView Partners
Minnesota
$212K – – –
BSAM
2567
Blue Square Asset Management
New York
$212K +$212K +1,097 New
CCM
2568
Carlson Capital Management
Minnesota
$212K +$212K +1,103 New
DAM
2569
Doheny Asset Management
California
$211K – – –
NVIM
2570
New Vernon Investment Management
Illinois
$211K +$211K +1,090 New
CANY
2571
Caxton Associates (New York)
New York
$210K +$210K +1,089 New
HFG
2572
Heron Financial Group
New York
$209K +$209K +1,084 New
GWMIA
2573
Global Wealth Management Investment Advisory
Florida
$208K -$11K -57 -5%
CF
2574
Copperwynd Financial
Arizona
$208K +$208K +1,075 New
MTC
2575
McDaniel Terry & Co
Texas
$208K +$208K +1,079 New
101 102
103
104 105