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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 %
WIC
976
WealthBridge Investment Counsel
Alberta, Canada
$5.89M -$674K -4,185 -10%
BA
977
Bristlecone Advisors
Washington
$5.89M -$1.27M -7,880 -18%
MME
978
Meag Munich Ergo
Germany
$5.88M -$5.25M -32,586 -47%
LWM
979
Lyell Wealth Management
California
$5.87M +$330K +2,051 +6%
PCM
980
Parsons Capital Management
Rhode Island
$5.84M +$275K +1,705 +5%
RWA
981
River Wealth Advisors
Pennsylvania
$5.83M +$162K +1,007 +3%
UAM
982
UAS Asset Management
New York
$5.83M +$686K +4,260 +13%
FPTW
983
Franklin, Parlapiano, Turner & Welch
Texas
$5.8M -$204K -1,264 -3%
TYCC
984
Texas Yale Capital Corp
Florida
$5.8M +$710K +4,404 +14%
BFS
985
Bradley Foster & Sargent
Connecticut
$5.79M +$755K +4,688 +15%
SCM
986
Sitrin Capital Management
California
$5.76M -$307K -1,906 -5%
PTB
987
Pioneer Trust Bank
Oregon
$5.75M +$53.6K +333 +0.9%
Wealth Enhancement Advisory Services
988
Wealth Enhancement Advisory Services
Minnesota
$5.73M -$1.11M -6,465 -16%
FCT
989
Family Capital Trust
Massachusetts
$5.73M -$2.73K -15 -0%
CCM
990
Copeland Capital Management
Pennsylvania
$5.7M -$2.22M -13,763 -28%
RAM
991
Riggs Asset Management
Pennsylvania
$5.69M -$188K -1,168 -3%
EWM
992
Empirical Wealth Management
Washington
$5.69M +$953K +5,914 +20%
LW
993
Linscomb Wealth
Texas
$5.69M +$276K +1,712 +5%
AF
994
Ally Financial
Michigan
$5.64M +$3.22M +20,000 +133%
DAM
995
Diamant Asset Management
Connecticut
$5.63M -$381K -2,365 -6%
RBA
996
Richard Bernstein Advisors
New York
$5.61M +$2.77M +17,201 +98%
SNB
997
Security National Bank
Nebraska
$5.6M +$80.2K +498 +1%
SGAM
998
Smith Group Asset Management
Texas
$5.6M -$233K -1,449 -4%
UC
999
Unio Capital
New Jersey
$5.6M +$5.21M +32,332 +1,347%
SIP
1000
Stoneridge Investment Partners
Pennsylvania
$5.59M +$166K +1,030 +3%
38 39
40
41 42