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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 %
FIM
1251
Fernwood Investment Management
Massachusetts
$3.31M -$12.2K -76 -0.4%
LSPW
1252
Lake Street Private Wealth
Illinois
$3.31M +$21.8K +135 +0.7%
SCA
1253
Stokes Capital Advisors
South Carolina
$3.31M -$12.9K -80 -0.4%
EWM
1254
Endurance Wealth Management
Rhode Island
$3.31M +$2.58K +16 +0.1%
BCM
1255
BTC Capital Management
Iowa
$3.31M -$139K -860 -4%
BSW
1256
Buckingham Strategic Wealth
Missouri
$3.3M -$563K -3,497 -15%
DAS
1257
Dynamic Advisor Solutions
Arizona
$3.29M -$907K -5,631 -22%
LWMM
1258
Legacy Wealth Management (Mississippi)
Mississippi
$3.25M +$519K +3,220 +19%
RC
1259
Roundview Capital
New Jersey
$3.23M +$1.08M +6,700 +50%
PCP
1260
Proficio Capital Partners
Massachusetts
$3.22M +$345K +2,060 +12%
GCM
1261
Glynn Capital Management
California
$3.22M – – –
NG
1262
NWK Group
California
$3.22M +$79.8K +495 +3%
PH
1263
Pinnacle Holdings
Oklahoma
$3.21M +$190K +1,179 +6%
CCG
1264
Ceeto Capital Group
Florida
$3.2M +$153K +951 +5%
SI
1265
Shaker Investments
Ohio
$3.2M -$20K -124 -0.6%
ZCA
1266
Zeke Capital Advisors
Pennsylvania
$3.19M -$10.5M -65,305 -77%
MCM
1267
Maryland Capital Management
Maryland
$3.19M +$2.51M +15,576 +369%
ECAM
1268
East Coast Asset Management
Massachusetts
$3.19M -$300K -1,864 -9%
GC
1269
GFG Capital
Florida
$3.18M +$150K +933 +5%
AssetMark Inc
1270
AssetMark Inc
California
$3.18M +$2.19M +13,573 +219%
MHC
1271
Meyer Handelman Company
New York
$3.17M – – –
CWM
1272
CMH Wealth Management
New Hampshire
$3.17M +$49.5K +307 +2%
EFS
1273
Essex Financial Services
Connecticut
$3.17M -$358K -2,221 -10%
O
1274
Ossiam
France
$3.16M +$302K +1,877 +11%
Cetera Investment Advisers
1275
Cetera Investment Advisers
Illinois
$3.15M +$21.9K +136 +0.7%
49 50
51
52 53