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Visa
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Overview Fund Activity

2,707 hedge funds and large institutions have $308B invested in Visa in 2020 Q2 according to their latest regulatory filings, with 206 funds opening new positions, 1,249 increasing their positions, 995 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,707
Holders Change
+81
Holders Change %
+3.08%
% of All Funds
55.64%
Holding in Top 10
616
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+0.33%
% of All Funds
12.66%
New
206
Increased
1,249
Reduced
995
Closed
102
Calls
$3.87B
Puts
$4.07B
Net Calls
-$205M
Net Calls Change
+$108M

Top Buyers

1
Nordea Investment Management
Nordea Investment Management
Sweden
+$776M
2
TCI Fund Management
TCI Fund Management
United Kingdom
+$744M
3
BlackRock
BlackRock
New York
+$545M
4
AAMU
Amundi Asset Management US
Massachusetts
+$318M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$305M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.23B
2
Osaic Holdings
Osaic Holdings
Arizona
-$1.09B
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.05B
4
Vanguard Group
Vanguard Group
Pennsylvania
-$905M
5
Capital World Investors
Capital World Investors
California
-$701M
Name Holding Trade Value Shares
Change 		Shares
Change %
PC
1476
Provenire Capital
Minnesota
$2.55M -$2M -10,374 -44%
FSA
1477
Fort Sheridan Advisors
Illinois
$2.55M – – –
SC
1478
Savant Capital
Illinois
$2.54M +$116K +599 +5%
OAM
1479
Oak Asset Management
California
$2.54M +$53.7K +278 +2%
HWA
1480
Heritage Wealth Advisors
Virginia
$2.53M +$181K +935 +8%
CPIG
1481
Chicago Partners Investment Group
Illinois
$2.53M +$821K +4,170 +48%
EWM
1482
Evermay Wealth Management
Virginia
$2.53M -$66.6K -345 -3%
VPI
1483
Value Partners Investments
Manitoba, Canada
$2.52M +$2.52M +13,060 New
TWM
1484
Tolleson Wealth Management
Texas
$2.51M – – –
NL
1485
NVWM LLC
Pennsylvania
$2.51M -$610K -3,159 -20%
HI
1486
HBK Investments
Texas
$2.51M +$2.51M +12,982 New
CWM
1487
Chesapeake Wealth Management
Virginia
$2.5M -$85.4K -442 -3%
WG
1488
Welch Group
Alabama
$2.5M +$134K +695 +6%
RA
1489
Rational Advisors
New York
$2.5M +$810K +4,192 +48%
LSAG
1490
Lake Street Advisors Group
New Hampshire
$2.49M +$88.5K +458 +4%
LA
1491
LVW Advisors
New York
$2.48M +$193K +1,000 +8%
ACM
1492
Ativo Capital Management
Illinois
$2.46M -$14.7K -76 -0.6%
GWM
1493
Graybill Wealth Management
Illinois
$2.45M +$2.45M +12,676 New
1W
1494
1776 Wealth
Georgia
$2.44M -$1.68M -8,684 -41%
IFWM
1495
Institute for Wealth Management
Colorado
$2.44M +$138K +715 +6%
CFA
1496
Carroll Financial Associates
North Carolina
$2.44M +$39.6K +205 +2%
BAM
1497
Belpointe Asset Management
Nevada
$2.44M +$327K +1,695 +16%
SCM
1498
Seascape Capital Management
New Hampshire
$2.42M -$121K -627 -5%
BS
1499
Bessemer Securities
New York
$2.41M – – –
CWM
1500
CMH Wealth Management
New Hampshire
$2.41M -$1.39M -7,207 -37%
58 59
60
61 62