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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 %
PG
826
Patten Group
Tennessee
$8.46M -$484K -3,002 -5%
BDS
827
Banco de Sabadell
Florida
$8.46M +$5.82M +35,666 +221%
WP
828
WMS Partners
Maryland
$8.39M -$552K -3,428 -6%
TC
829
Telemus Capital
Michigan
$8.38M +$239K +1,223 +3%
KRSITF
830
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$8.36M +$1.83M +11,344 +28%
ECM
831
ExodusPoint Capital Management
New York
$8.35M -$10.2M -63,077 -55%
CC
832
Courier Capital
New York
$8.29M -$1.67M -10,381 -17%
HC
833
HNP Capital
New York
$8.29M +$6.16M +38,370 +290%
MIAN
834
Mariner Independent Advisor Network
Kansas
$8.28M -$872K -5,662 -10%
WS
835
Wedbush Securities
California
$8.25M -$966K -5,997 -10%
UR
836
USCA RIA
Texas
$8.24M +$234K +1,451 +3%
PJSIMP
837
P.J. Schmidt Investment Management (PJS)
Wisconsin
$8.22M -$162K -1,008 -2%
SIC
838
Salem Investment Counselors
North Carolina
$8.22M -$77.8K -483 -0.9%
PP
839
Professional Planning
California
$8.18M -$367K -2,279 -4%
DT
840
Diversified Trust
Tennessee
$8.15M +$967K +6,002 +13%
SBL
841
Sargent Bickham Lagudis
Colorado
$8.13M +$798K +4,951 +11%
OA
842
Oxbow Advisors
Texas
$8.13M +$5.16M +32,055 +174%
WMC
843
Westwood Management Corporation
Illinois
$8.12M -$2.14M -13,300 -21%
GAM
844
Griffin Asset Management
New York
$8.11M +$2.83M +17,567 +54%
BG
845
Bahl & Gaynor
Ohio
$8.1M -$461K -2,859 -5%
EAM
846
Eagle Asset Management
Florida
$8.07M +$70.7K +439 +0.9%
LNWWM
847
Laird Norton Wetherby Wealth Management
California
$8.07M +$274K +1,703 +4%
APA
848
American Portfolios Advisors
New York
$8.03M +$363K +2,256 +5%
NIA
849
Northstar Investment Advisors
Colorado
$7.99M -$478K -2,966 -6%
GCM
850
Grisanti Capital Management
New York
$7.97M +$3.89M +24,160 +96%
32 33
34
35 36