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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 %
PHS
1426
Pekin Hardy Strauss
Illinois
$2.31M -$44.3K -275 -2%
MCM
1427
Monument Capital Management
Virginia
$2.31M -$35.4K -220 -2%
VPIM
1428
Vanguard Personalized Indexing Management
California
$2.31M +$2.31M +14,326 New
CH
1429
Canton Hathaway
Rhode Island
$2.31M -$180K -1,120 -7%
PIM
1430
Profit Investment Management
Maryland
$2.3M – – –
SMG
1431
Spectrum Management Group
Indiana
$2.3M +$2.22M +13,759 +2,693%
RIM
1432
Rampart Investment Management
Connecticut
$2.29M -$3.35M -20,794 -59%
NB
1433
NBT Bank
New York
$2.29M +$17.9K +111 +0.8%
M
1434
Mirova
France
$2.28M +$943K +5,852 +70%
MWM
1435
Meridian Wealth Management
Kentucky
$2.28M -$265K -1,643 -10%
MIC
1436
Means Investment Company
Maine
$2.28M -$50.3K -302 -2%
PCM
1437
Penserra Capital Management
California
$2.27M -$6.07M -33,249 -73%
BFA
1438
Benedict Financial Advisors
Georgia
$2.27M -$25.1K -156 -1%
ZB
1439
Zions Bancorporation
Utah
$2.25M +$199K +1,235 +10%
RCA
1440
Resonant Capital Advisors
Wisconsin
$2.25M +$79.1K +491 +4%
MC
1441
Martin & Co
Tennessee
$2.25M +$21.9K +136 +1%
JI
1442
Jeereddi Investments
California
$2.24M – – –
MBT
1443
Montecito Bank & Trust
California
$2.24M -$78.3K -486 -3%
DJSG
1444
D.J. St. Germain
Massachusetts
$2.24M -$55.9K -347 -2%
IAIM
1445
International Assets Investment Management
Florida
$2.23M +$2.23M +18,798 New
BC
1446
Bartlett & Co
Ohio
$2.22M +$2.22M +13,790 New
BCWM
1447
Bartlett & Co Wealth Management
Ohio
$2.22M -$89.7K -557 -4%
HIM
1448
HawsGoodwin Investment Management
Tennessee
$2.22M -$297K -1,843 -12%
AOWM
1449
Alpha Omega Wealth Management
Virginia
$2.22M -$68.6K -426 -3%
ANRIA
1450
American National Registered Investment Advisor
Texas
$2.22M – – –
56 57
58
59 60