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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 %
SS
1026
Sunbelt Securities
Texas
$5.27M -$3.71M -23,017 -41%
FEG
1027
Financial Enhancement Group
Indiana
$5.25M -$2.01M -12,504 -28%
GGI
1028
GPM Growth Investors
Michigan
$5.24M -$132K -822 -2%
PAS
1029
Park Avenue Securities
New York
$5.22M +$580K +3,597 +12%
CG
1030
CFO4Life Group
Texas
$5.2M -$166K -1,032 -3%
WAS
1031
Wealth Advisory Solutions
Indiana
$5.18M +$1.74M +10,826 +51%
SC
1032
Stralem & Co
New York
$5.16M -$459K -2,848 -8%
MGWM
1033
Marks Group Wealth Management
Minnesota
$5.15M -$398K -2,475 -7%
DCM
1034
Donaldson Capital Management
Indiana
$5.13M -$1.01M -6,240 -16%
GI
1035
Gradient Investments
Minnesota
$5.13M +$986K +6,122 +24%
PA
1036
Perennial Advisors
New York
$5.12M +$6.12K +38 +0.1%
WCM
1037
Whitener Capital Management
North Carolina
$5.11M -$159K -989 -3%
BMM
1038
Buffington Mohr McNeal
Idaho
$5.1M +$239K +1,486 +5%
PCR
1039
Potrero Capital Research
California
$5.08M +$5.08M +31,500 New
TFA
1040
Toth Financial Advisory
Virginia
$5.07M -$152K -942 -3%
IA
1041
Icon Advisers
Colorado
$5.06M -$177K -1,100 -3%
FHA
1042
Flagship Harbor Advisors
Massachusetts
$5.05M -$221K -1,371 -4%
AIP
1043
Ameritas Investment Partners
Nebraska
$5.04M -$112K -696 -2%
CWM
1044
Chronos Wealth Management
Florida
$5.04M +$124K +771 +3%
ACP
1045
Aviance Capital Partners
Florida
$5.01M -$46.7K -290 -0.9%
HVIA
1046
Hudson Valley Investment Advisors
New York
$5.01M +$266K +1,650 +6%
CCT
1047
Chemung Canal Trust
New York
$4.98M -$102K -630 -2%
CWP
1048
CFM Wealth Partners
Texas
$4.96M +$149K +925 +3%
CIM
1049
Contravisory Investment Management
Massachusetts
$4.96M +$4.87M +30,248 +5,373%
CAL
1050
Capital Analysts LLC
Pennsylvania
$4.96M +$8.38K +52 +0.2%
40 41
42
43 44