V icon

Visa
V

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 %
BEC
1301
Blue Edge Capital
Virginia
$2.99M +$749K +4,651 +33%
AIM
1302
AIA Investment Management
Singapore
$2.99M +$169K +1,052 +6%
KA
1303
Kovack Advisors
Florida
$2.98M +$6.61K +41 +0.2%
VLC
1304
Van Leeuwen & Company
New Jersey
$2.95M -$349K -2,164 -11%
CWG
1305
Cornerstone Wealth Group
North Carolina
$2.95M +$666K +4,136 +29%
AC
1306
AMS Capital
Brazil
$2.94M +$2.51M +15,580 +581%
TVWM
1307
Tower View Wealth Management
Wisconsin
$2.93M +$14K +87 +0.5%
SFM
1308
Signet Financial Management
New Jersey
$2.91M -$156K -869 -5%
SOAMC
1309
Spirit of America Management Corp
New York
$2.91M +$40.3K +250 +1%
WPW
1310
Waldron Private Wealth
Pennsylvania
$2.91M +$766K +4,756 +36%
WPC
1311
White Pine Capital
Minnesota
$2.9M +$25.9K +161 +0.9%
SACTSONJ
1312
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.9M – – –
DP
1313
Dearborn Partners
Illinois
$2.9M -$54.8K -340 -2%
TCA
1314
Transcend Capital Advisors
New Jersey
$2.89M -$4.54K -28 -0.2%
SCP
1315
Stamos Capital Partners
California
$2.88M +$1.17M +7,264 +68%
CNBTD
1316
Citizens National Bank Trust Department
Mississippi
$2.88M +$2.88M +17,888 New
HSA
1317
HBK Sorce Advisory
Pennsylvania
$2.88M +$18.8K +117 +0.7%
P3I
1318
Progeny 3 Inc
Washington
$2.88M +$2.88M +17,850 New
SWM
1319
SeaCrest Wealth Management
New York
$2.88M -$692K -4,297 -19%
HI
1320
Horizon Investments
North Carolina
$2.87M -$1.07M -6,659 -27%
1SB
1321
1ST Source Bank
Indiana
$2.86M -$234K -1,455 -8%
AFC
1322
AFT Forsyth & Company
Florida
$2.85M -$230K -1,425 -7%
HAS
1323
HBW Advisory Services
California
$2.85M -$7.07K -43 -0.2%
MOS
1324
MGO One Seven
Ohio
$2.85M +$119K +738 +4%
CIAS
1325
Capital Investment Advisory Services
North Carolina
$2.85M +$1.07M +6,653 +60%
51 52
53
54 55