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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 %
SRC
2751
Shufro Rose & Co
New York
– -$225K -1,200 Closed
ACM
2752
Adalta Capital Management
New York
– -$225K -1,200 Closed
CMP
2753
Courage Miller Partners
Virginia
– -$225K -1,200 Closed
SWM
2754
Stockman Wealth Management
Montana
– -$224K -1,190 Closed
THWM
2755
Taylor Hoffman Wealth Management
Virginia
– -$223K -1,189 Closed
ACM
2756
Academy Capital Management
Texas
– -$221K -1,180 Closed
NWS
2757
Newport Wealth Strategies
California
– -$223K -1,180 Closed
CIG
2758
Cairn Investment Group
Washington
– -$218K -1,165 Closed
VCP
2759
Vista Capital Partners
Oregon
– -$218K -1,161 Closed
PFA
2760
Pathway Financial Advisors
Vermont
– -$239K -1,154 Closed
FA
2761
FCG Advisors
New Jersey
– -$216K -1,150 Closed
RTS
2762
Round Table Services
New Jersey
– -$215K -1,144 Closed
SC
2763
Slow Capital
California
– -$215K -1,143 Closed
FC
2764
Fusion Capital
South Carolina
– -$215K -1,142 Closed
SA
2765
Silversage Advisors
California
– -$213K -1,131 Closed
BMA
2766
Brooks Moore & Associates
Tennessee
– -$212K -1,129 Closed
KFA
2767
Kelleher Financial Advisors
New York
– -$209K -1,116 Closed
SC
2768
Schoolcraft Capital
Colorado
– -$209K -1,114 Closed
AF
2769
Apexium Financial
Texas
– -$209K -1,111 Closed
BWCS
2770
Beirne Wealth Consulting Services
Connecticut
– -$207K -1,100 Closed
AIFAIM
2771
American Institute for Advanced Investment Management
Arizona
– -$206K -1,094 Closed
CWM
2772
Cahaba Wealth Management
Georgia
– -$204K -1,086 Closed
MWM
2773
Modera Wealth Management
New Jersey
– -$203K -1,082 Closed
APG
2774
Abacus Planning Group
South Carolina
– -$202K -1,074 Closed
CHAM
2775
Clear Harbor Asset Management
Connecticut
– -$175K -931 Closed
108 109 110
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