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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 %
HB
1201
Homrich & Berg
Georgia
$3.66M +$1.12M +6,931 +44%
WSC
1202
White Square Capital
United Kingdom
$3.66M +$3.66M +22,700 New
CIC
1203
Chase Investment Counsel
Virginia
$3.65M -$1.55M -9,619 -30%
MAFM
1204
Mid Atlantic Financial Management
Pennsylvania
$3.65M +$78.8K +489 +2%
1W
1205
1776 Wealth
Georgia
$3.65M +$2.41M +14,049 +193%
SFP
1206
Shepherd Financial Partners
Massachusetts
$3.65M -$1.89M -11,712 -34%
SC
1207
Searle & Co
Connecticut
$3.65M – – –
MSAM
1208
Moloney Securities Asset Management
Missouri
$3.64M +$1.37M +8,516 +61%
MYIA
1209
Mount Yale Investment Advisors
Colorado
$3.62M -$141K -875 -4%
PA
1210
PFG Advisors
Arizona
$3.62M +$159K +969 +5%
GWM
1211
Geneos Wealth Management
Colorado
$3.61M +$644K +3,986 +22%
CT
1212
Coastline Trust
Rhode Island
$3.59M -$12.9K -80 -0.4%
MMA
1213
Miracle Mile Advisors
California
$3.58M -$2.14M -13,272 -37%
AC
1214
Alexandria Capital
Virginia
$3.58M +$3.58M +22,232 New
CAM
1215
Carret Asset Management
New York
$3.58M -$280K -1,738 -7%
GCM
1216
Gunderson Capital Management
South Carolina
$3.56M -$539K -3,343 -13%
CA
1217
Cornerstone Advisory
Maryland
$3.56M +$458K +2,841 +15%
LBA
1218
Lowell Blake & Associates
Massachusetts
$3.55M +$319K +1,980 +10%
WC
1219
Woodstock Corp
Massachusetts
$3.55M +$37.9K +235 +1%
ACM
1220
Aljian Capital Management
Nevada
$3.55M -$4.03K -25 -0.1%
JGC
1221
J. Goldman & Co
New York
$3.54M +$3.54M +21,943 New
SW
1222
SteelPeak Wealth
California
$3.53M +$1.76M +10,926 +99%
PI
1223
PFS Investments
Georgia
$3.53M +$1.36M +8,454 +63%
CCM
1224
Coldstream Capital Management
Washington
$3.52M -$442K -2,742 -11%
SC
1225
Scholtz & Company
Connecticut
$3.52M +$66.2K +411 +2%
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