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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 %
CWA
1351
Clarity Wealth Advisors
California
$2.72M -$85.4K -530 -3%
CICI
1352
Capital Investment Counsel Inc
North Carolina
$2.71M -$32.2K -200 -1%
MWM
1353
Madison Wealth Management
Ohio
$2.71M -$118K -730 -4%
TSWM
1354
Triangle Securities Wealth Management
North Carolina
$2.71M -$52.2K -324 -2%
CCM
1355
Cinctive Capital Management
New York
$2.7M +$2.7M +16,764 New
AA
1356
Altman Advisors
Illinois
$2.69M -$165K -1,024 -6%
WDA
1357
Wendell David Associates
New Hampshire
$2.69M +$87.7K +544 +3%
PAMG
1358
Patton Albertson Miller Group
Tennessee
$2.69M -$79.1K -491 -3%
VC
1359
Veracity Capital
Georgia
$2.68M +$205K +1,275 +8%
MCCP
1360
Mission Creek Capital Partners
California
$2.68M -$53.5K -332 -2%
AWM
1361
Altium Wealth Management
New York
$2.65M +$210K +1,305 +9%
GIM
1362
Guardian Investment Management
California
$2.65M +$195K +3,624 +8%
LOPW
1363
Live Oak Private Wealth
North Carolina
$2.65M +$312K +1,934 +13%
S
1364
Surevest
California
$2.65M +$500K +3,106 +23%
VIA
1365
Vident Investment Advisory
Georgia
$2.65M +$2.16M +13,409 +444%
NCM
1366
Northside Capital Management
Oregon
$2.62M – – –
KP
1367
Keel Point
Alabama
$2.62M +$94.2K +585 +4%
NL
1368
NVWM LLC
Pennsylvania
$2.6M -$596K -3,699 -19%
CNBT
1369
Canandaigua National Bank & Trust
New York
$2.6M -$1.01M -6,275 -28%
AWM
1370
Avior Wealth Management
Nebraska
$2.6M -$602K -3,740 -19%
BCM
1371
Barometer Capital Management
Ontario, Canada
$2.59M -$5.98M -37,127 -70%
SW
1372
SkyOak Wealth
Michigan
$2.59M -$3.17M -19,664 -55%
WCM
1373
Washburn Capital Management
Florida
$2.59M -$116K -723 -4%
PCA
1374
Personal Capital Advisors
California
$2.59M +$24.9K +158 +1%
MF
1375
Manchester Financial
California
$2.58M -$231K -1,435 -8%
53 54
55
56 57