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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 %
AJ
601
Ashburton (Jersey)
Jersey
$16.8M – – –
EPC
602
Emerson Point Capital
New York
$16.8M +$494K +3,065 +3%
FBB
603
Fulton Breakefield Broenniman
Maryland
$16.6M +$263K +1,632 +2%
BRC
604
Bishop Rock Capital
New York
$16.6M -$11.3M -70,001 -40%
BFA
605
Beaumont Financial Advisors
Massachusetts
$16.6M -$657K -4,080 -4%
HTI
606
Hikari Tsushin Inc
Japan
$16.4M – – –
GIM
607
Grassi Investment Management
California
$16.4M -$3.33M -20,649 -17%
AP
608
Archon Partners
New Jersey
$16.4M – – –
GHA
609
GW Henssler & Associates
Georgia
$16.3M -$1.25M -7,762 -7%
NEI
610
Northwest & Ethical Investments
Ontario, Canada
$16.2M +$399K +2,477 +3%
JC
611
Jacobs & Co
California
$16.2M -$482K -2,989 -3%
JMFC
612
J.M. Forbes & Co
Massachusetts
$16.2M +$447K +2,774 +3%
TA
613
TRB Advisors
New York
$16.1M -$8.06M -50,000 -33%
SPIA
614
Steward Partners Investment Advisory
New York
$16.1M -$6.8M -42,228 -30%
TC
615
TownSquare Capital
Utah
$16.1M +$161K +919 +1%
AHC
616
Adell Harriman & Carpenter
Texas
$16.1M -$1.59M -9,839 -9%
SMI
617
Shelter Mutual Insurance
Missouri
$16M – – –
CCM
618
Chilton Capital Management
Texas
$16M +$351K +2,177 +2%
ET
619
Equitable Trust
Tennessee
$16M +$559K +3,471 +4%
BWP
620
Baldwin Wealth Partners
Massachusetts
$15.9M +$85.1K +528 +0.5%
ORI
621
Oak Ridge Investments
Illinois
$15.8M -$1.34M -8,291 -8%
DAM
622
Deltec Asset Management
New York
$15.8M -$459K -2,850 -3%
PCM
623
Palisade Capital Management
New Jersey
$15.8M -$1.16M -7,169 -7%
AFG
624
Albion Financial Group
Utah
$15.7M +$321K +1,995 +2%
WC
625
Westwind Capital
New Mexico
$15.7M +$805K +4,996 +5%
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