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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 %
1C
1151
1623 Capital
Virginia
$4.01M +$540K +3,354 +16%
HW
1152
Hedeker Wealth
Illinois
$4.01M +$25.9K +161 +0.7%
PTC
1153
Philadelphia Trust Company
Pennsylvania
$4.01M -$1.27M -7,908 -24%
CCM
1154
Condor Capital Management
New Jersey
$4.01M -$143K -885 -3%
FAIM
1155
Financial Advocates Investment Management
Washington
$4M -$357K -2,214 -8%
FM
1156
Family Management
New York
$4M -$50.4K -313 -1%
SNT
1157
Security National Trust
West Virginia
$3.98M +$3.87K +24 +0.1%
IECM
1158
Intrinsic Edge Capital Management
Illinois
$3.98M +$3.98M +24,700 New
FFA
1159
Fragasso Financial Advisors
Pennsylvania
$3.97M -$216K -1,343 -5%
KWM
1160
Kingsview Wealth Management
Oregon
$3.97M +$271K +1,681 +7%
ECM
1161
EagleClaw Capital Management
Massachusetts
$3.97M +$29.6K +184 +0.8%
BCA
1162
Bray Capital Advisors
Florida
$3.96M -$117K -726 -3%
AIC
1163
Argus Investors Counsel
New York
$3.95M -$286K -1,777 -7%
BCM
1164
Bourgeon Capital Management
Connecticut
$3.95M -$971K -6,025 -20%
MMG
1165
Monetary Management Group
Missouri
$3.94M -$392K -2,435 -9%
NB
1166
Northwest Bancshares
Pennsylvania
$3.94M +$2.53M +15,721 +180%
CC
1167
Cannell & Co
New York
$3.94M +$854K +5,300 +28%
ACM
1168
Aubrey Capital Management
United Kingdom
$3.92M – – –
S
1169
SimplyRich
California
$3.92M -$66.9K -404 -2%
BP
1170
Ballentine Partners
Massachusetts
$3.9M +$635K +3,942 +19%
RS
1171
Robeco Schweiz
Switzerland
$3.88M +$185K +1,120 +5%
RMCM
1172
Reynders McVeigh Capital Management
Massachusetts
$3.87M -$369K -2,291 -9%
AIL
1173
AGF Investments LLC
Ontario, Canada
$3.86M -$1.42M -8,794 -27%
CFGS
1174
Concourse Financial Group Securities
Alabama
$3.86M +$474K +2,945 +14%
DP
1175
Dundas Partners
United Kingdom
$3.85M +$3.85M +23,835 New
45 46
47
48 49