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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 %
FG
926
Fiduciary Group
Georgia
$6.58M +$298K +1,847 +5%
CK
927
Cohen Klingenstein
New York
$6.57M – – –
SWM
928
Segment Wealth Management
Texas
$6.55M +$149K +926 +2%
TCM
929
Traynor Capital Management
Pennsylvania
$6.52M +$1.42M +8,804 +28%
PG
930
Pendal Group
Australia
$6.51M +$3.64M +22,570 +126%
FAT
931
First American Trust
California
$6.48M +$120K +742 +2%
TCOO
932
Trust Company of Oklahoma
Oklahoma
$6.47M +$166K +1,032 +3%
SW
933
SlateStone Wealth
Florida
$6.47M -$125K -776 -2%
CAM
934
Cypress Asset Management
Texas
$6.46M +$21.8K +135 +0.3%
ZIM
935
Zacks Investment Management
Illinois
$6.46M -$1.03M -6,413 -14%
HHMI
936
Howard Hughes Medical Institute
Maryland
$6.45M – – –
SM
937
Selkirk Management
New Jersey
$6.45M – – –
PHAM
938
Pacific Heights Asset Management
California
$6.45M +$6.45M +40,000 New
TRCT
939
Tower Research Capital (TRC)
New York
$6.44M +$6.09M +37,784 +1,737%
SFS
940
Strategic Financial Services
New York
$6.43M -$761K -4,726 -11%
IEFM
941
IQ EQ Fund Management
Ireland
$6.42M -$80.2K -498 -1%
LMIM
942
Lockheed Martin Investment Management
Maryland
$6.41M -$7.78M -48,280 -55%
GI
943
GAMCO Investors
Connecticut
$6.4M -$701K -4,353 -10%
WA
944
Wealth Advisors
California
$6.38M +$27.9K +172 +0.4%
RWP
945
RWA Wealth Partners
Massachusetts
$6.38M +$98.6K +612 +2%
IHL
946
Investment House LLC
California
$6.37M -$322 -2 -0%
SSB
947
Sandy Spring Bank
Maryland
$6.36M -$50.3K -312 -0.8%
FB
948
Fulton Bank
Pennsylvania
$6.35M -$814K -5,053 -11%
SIMM
949
Stillwater Investment Management (Minnesota)
Minnesota
$6.35M +$90.2K +560 +1%
MBTD
950
Mechanics Bank - Trust Department
California
$6.3M +$24.5K +152 +0.4%
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