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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 %
HWM
1501
Hohimer Wealth Management
Washington
$1.97M +$58.2K +339 +3%
WEC
1502
Winslow Evans & Crocker
Massachusetts
$1.97M +$99.6K +618 +5%
WG
1503
Welch Group
Alabama
$1.97M +$995K +6,179 +102%
MSFP
1504
Mark Sheptoff Financial Planning
Connecticut
$1.97M +$12.1K +75 +0.6%
HCM
1505
Hollencrest Capital Management
California
$1.97M +$399K +2,477 +25%
HWA
1506
Heritage Wealth Advisors
Virginia
$1.96M – – –
RCM
1507
Riverpark Capital Management
New York
$1.96M -$714K -4,431 -27%
TH
1508
TCTC Holdings
Texas
$1.95M +$13.5K +84 +0.7%
HTC
1509
Haverford Trust Company
Pennsylvania
$1.95M -$96.7K -600 -5%
BSB
1510
Bangor Savings Bank
Maine
$1.95M -$39.5K -245 -2%
SFPG
1511
Stonebridge Financial Planning Group
Florida
$1.94M -$75.4K -431 -4%
FDS
1512
Freedom Day Solutions
Texas
$1.93M -$5.48K -34 -0.3%
ACM
1513
Advisors Capital Management
New Jersey
$1.93M +$111K +688 +6%
HCM
1514
Hodges Capital Management
Texas
$1.93M +$50.4K +313 +3%
TI
1515
Tidal Investments
Wisconsin
$1.93M +$174K +1,078 +10%
IFWM
1516
Institute for Wealth Management
Colorado
$1.92M -$247K -1,535 -11%
LS
1517
Leelyn Smith
Illinois
$1.91M +$357K +2,213 +23%
FHA
1518
First Horizon Advisors
Tennessee
$1.91M -$48.6K -302 -2%
LA
1519
LVW Advisors
New York
$1.91M +$140K +869 +8%
MFW
1520
Meristem Family Wealth
Minnesota
$1.9M +$120K +743 +7%
FANJ
1521
Financial Architects (New Jersey)
New Jersey
$1.9M -$1.16M -7,180 -38%
CIA
1522
CSat Investment Advisory
Michigan
$1.9M +$98.6K +612 +5%
GKFF
1523
George Kaiser Family Foundation
Oklahoma
$1.89M +$1.89M +11,739 New
IAN
1524
Integrated Advisors Network
Texas
$1.89M -$1M -6,218 -35%
FMWA
1525
Forvis Mazars Wealth Advisors
Missouri
$1.89M +$145K +901 +8%
59 60
61
62 63