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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 %
CAPTRUST Financial Advisors
501
CAPTRUST Financial Advisors
North Carolina
$23.8M -$437K -2,851 -2%
DWM
502
Destination Wealth Management
California
$23.6M +$5.89M +36,566 +33%
CP
503
Cumberland Partners
Ontario, Canada
$23.5M -$989K -6,137 -4%
LRPA
504
L. Roy Papp & Associates
Arizona
$23.5M -$406K -2,522 -2%
CGH
505
Crossmark Global Holdings
Texas
$23.1M +$717K +4,453 +3%
JWBC
506
J.W. Burns & Co
New York
$22.8M -$238K -1,478 -1%
ONB
507
Old National Bancorp
Indiana
$22.7M -$2.34M -14,520 -9%
KIA
508
KCM Investment Advisors
California
$22.7M +$173K +1,074 +0.8%
RCW
509
Rheos Capital Works
Japan
$22.4M -$80.3M -498,500 -78%
CTA
510
Chesley Taft & Associates
Illinois
$22.4M -$388K -2,406 -2%
WIA
511
Wealthstreet Investment Advisors
Texas
$22.3M -$67.5K -419 -0.3%
GH
512
GAM Holding
Switzerland
$22.2M -$2.45M -15,226 -10%
EWA
513
EP Wealth Advisors
California
$22.2M -$58.3K -362 -0.3%
RG
514
Renaissance Group
Kentucky
$22.2M -$3.61M -22,382 -14%
BUB
515
BBVA USA Bancshares
Texas
$22.2M +$27.4K +170 +0.1%
AWM
516
AE Wealth Management
Kansas
$21.9M +$2.66M +16,479 +14%
CI
517
Cambiar Investors
Colorado
$21.9M +$21.9M +135,762 New
RJT
518
Raymond James Trust
Florida
$21.9M +$523K +3,243 +2%
ALAM
519
Asahi Life Asset Management
Japan
$21.8M +$567K +3,521 +3%
NOCM
520
Night Owl Capital Management
Connecticut
$21.8M -$10.9M -67,640 -33%
WHG
521
Westwood Holdings Group
Texas
$21.8M -$1.75M -10,882 -7%
LCM
522
Laurion Capital Management
New York
$21.7M +$21.7M +134,818 New
Caisse de Depot et Placement du Quebec (CDPQ)
523
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$21.6M -$2.17M -13,454 -9%
NSAM
524
North Star Asset Management
Wisconsin
$21.5M -$548K -3,401 -2%
SI
525
Stephens Inc
Arkansas
$21.3M -$981K -6,087 -4%
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