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Visa
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Overview Fund Activity

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

Top Buyers

1
TCI Fund Management
TCI Fund Management
United Kingdom
+$995M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$639M
3
LPC
Lone Pine Capital
Connecticut
+$537M
4
Victory Capital Management
Victory Capital Management
Texas
+$314M
5
Bank of America
Bank of America
North Carolina
+$255M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1.02B
2
JFA
Johanson Financial Advisors
California
-$831M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$637M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$585M
5
Brown Advisory
Brown Advisory
Maryland
-$520M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCA
2601
Providence Capital Advisors
North Carolina
$17K +$6.38K +39 +60%
CAGAS
2602
Capital Advisory Group Advisory Services
Minnesota
$17K +$17K +105 New
PW
2603
Price Wealth
Texas
$16K +$1.12K +7 +8%
MA
2604
MCF Advisors
Kentucky
$15K – – –
RIM
2605
Ranger Investment Management
Texas
$14K -$24.9K -158 -64%
SSWG
2606
Seven Springs Wealth Group
Tennessee
$14K – – –
CMA
2607
Cedar Mountain Advisors
Oregon
$13K – – –
MLL
2608
Moody Lynn & Lieberson
Massachusetts
$12.9K -$1.81K -11,258 -12%
TJHA
2609
Thomas J. Herzfeld Advisors
Florida
$12K – – –
TI
2610
Truehand Inc
New Hampshire
$10K – – –
SIAP
2611
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$10K +$108 +2 +1%
WCM
2612
Wealthcare Capital Management
Virginia
$8K -$11.8K -77 -60%
MFT
2613
Moisand Fitzgerald Tamayo
Florida
$8K +$314 +2 +4%
FCH
2614
Freestone Capital Holdings
Washington
$7.92K +$2.02K +12,553 +34%
LFG
2615
LifePlan Financial Group
Ohio
$7K – – –
CMBA
2616
C.M. Bidwell & Associates
Hawaii
$6K -$3.9K -26 -39%
CWM
2617
Cranbrook Wealth Management
Michigan
$6K – – –
SA
2618
SRH Advisors
Kansas
$5K – – –
HF
2619
Halpern Financial
Virginia
$4.83K – – –
UFF
2620
USA Financial Formulas
Michigan
$4K +$154 +1 +4%
CCT
2621
Capital City Trust
Florida
$3.58K +$264 +1,638 +8%
OAM
2622
Optimal Asset Management
California
$2.03K +$32 +200 +2%
PG
2623
Proffitt & Goodson
Tennessee
$2K -$1.64K -9 -45%
BCMIO
2624
Beacon Capital Management Inc (Ohio)
Ohio
$2K +$2K +11 New
WA
2625
WBH Advisory
Maryland
$1.47K -$44 -272 -3%
103 104
105
106 107