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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 %
EBT
1551
Enterprise Bank & Trust
Massachusetts
$1.79M -$84.3K -523 -5%
GLAM
1552
Gardner Lewis Asset Management
Pennsylvania
$1.79M +$1.79M +11,078 New
WB
1553
WesBanco Bank
West Virginia
$1.78M -$215K -1,335 -11%
TA
1554
TFG Advisers
Michigan
$1.78M +$1.29K +8 +0.1%
CWAG
1555
Compton Wealth Advisory Group
Virginia
$1.77M -$74.4K -462 -4%
HAI
1556
Hennessy Advisors Inc
California
$1.77M -$730K -4,529 -29%
RCAG
1557
Rehmann Capital Advisory Group
Michigan
$1.76M +$1.76M +10,947 New
BAM
1558
Belpointe Asset Management
Nevada
$1.76M -$618K -3,836 -26%
FC
1559
Ferris Capital
Massachusetts
$1.76M +$731K +4,540 +71%
SHWM
1560
Silicon Hills Wealth Management
Texas
$1.75M +$1.75M +10,876 +135,950%
FLI
1561
Family Legacy Inc
South Carolina
$1.75M +$74.6K +463 +4%
CDH
1562
Charles D. Hyman
$1.74M +$4.35K +27 +0.3%
UIM
1563
USS Investment Management
United Kingdom
$1.74M – – –
LD
1564
Lipe & Dalton
New York
$1.73M -$41.1K -255 -2%
ARMT
1565
Amica Retiree Medical Trust
Rhode Island
$1.73M +$352K +2,182 +26%
TWI
1566
Thomas White International
Illinois
$1.73M -$64.5K -400 -4%
MFG
1567
MidWestOne Financial Group
Iowa
$1.71M +$11.6K +72 +0.7%
SFA
1568
Souders Financial Advisors
Ohio
$1.71M +$1.71M +10,623 New
VLKIM
1569
Van Lanschot Kempen Investment Management
Netherlands
$1.7M -$1.29M -7,985 -43%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1570
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.7M +$515K +3,196 +44%
SFO
1571
Stokes Family Office
Louisiana
$1.69M +$11.3K +70 +0.7%
1WA
1572
180 Wealth Advisors
Washington
$1.69M +$166K +1,052 +11%
GCA
1573
Genesee Capital Advisors
New York
$1.68M -$352K -2,186 -17%
GIA
1574
Gladstone Institutional Advisory
Florida
$1.68M +$547K +3,397 +48%
TFS
1575
TrustCore Financial Services
Tennessee
$1.67M +$116K +718 +7%
61 62
63
64 65