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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 %
SM
1326
SG3 Management
Puerto Rico
$2.84M +$2.38M +14,750 +509%
CCA
1327
Checchi Capital Advisers
California
$2.84M -$270K -1,676 -9%
AA
1328
Auxano Advisors
Washington
$2.84M +$2.84M +17,620 New
PTC
1329
Private Trust Company
Ohio
$2.83M -$2.47M -15,341 -47%
SAM
1330
Security Asset Management
New York
$2.83M -$333K -2,070 -11%
EH
1331
Equitable Holdings
New York
$2.83M +$17.4K +108 +0.6%
GA
1332
Gateway Advisory
New Jersey
$2.83M +$2.83M +17,560 New
AF
1333
Advisornet Financial
Minnesota
$2.82M -$23.8K -148 -0.8%
WBC
1334
West Branch Capital
Massachusetts
$2.81M -$59.8K -371 -2%
GLR
1335
Great Lakes Retirement
Ohio
$2.79M -$897K -5,567 -24%
PP
1336
Pegasus Partners
Wisconsin
$2.78M -$46.7K -290 -2%
GCM
1337
Geneva Capital Management
Wisconsin
$2.78M +$2.78M +17,253 New
PFS
1338
Prospera Financial Services
Texas
$2.78M +$271K +1,681 +11%
NFG
1339
Next Financial Group
Texas
$2.77M +$130K +804 +5%
SCC
1340
Steel Canyon Capital
Arizona
$2.77M +$2.77M +17,172 New
GCM
1341
Gables Capital Management
Florida
$2.77M +$74.7K +464 +3%
WG
1342
Watchman Group
Texas
$2.76M -$73.3K -455 -3%
NAM
1343
NTV Asset Management
West Virginia
$2.76M -$197K -1,225 -7%
LAIC
1344
Lederer & Associates Investment Counsel
California
$2.76M -$56.4K -350 -2%
RIM
1345
Regent Investment Management
Kentucky
$2.76M -$27.6K -171 -1%
ACM
1346
Alpha Capital Management
Texas
$2.75M +$80.6K +500 +3%
PLFAM
1347
Pineno Levin & Ford Asset Management
Virginia
$2.74M -$5.16K -32 -0.2%
CCM
1348
Crestwood Capital Management
New York
$2.74M -$1.87M -11,604 -41%
BIM
1349
Baldwin Investment Management
Pennsylvania
$2.72M -$56.4K -350 -2%
SAM
1350
Sandell Asset Management
New York
$2.72M +$1.26M +7,800 +86%
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