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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 %
AWM
1626
Aries Wealth Management
Maine
$1.52M +$10.2K +65 +0.7%
HIP
1627
Harrell Investment Partners
Texas
$1.51M +$32.1K +199 +2%
ACH
1628
ArrowMark Colorado Holdings
Colorado
$1.51M +$151K +940 +11%
PMFA
1629
Plante Moran Financial Advisors
Michigan
$1.5M +$14.2K +88 +1%
LWM
1630
Laidlaw Wealth Management
New York
$1.49M +$58.5K +363 +4%
VIM
1631
Veritas Investment Management
United Kingdom
$1.49M +$637K +3,954 +75%
FCFC
1632
First Commonwealth Financial Corp
Pennsylvania
$1.48M +$57.4K +356 +4%
NFC
1633
Northeast Financial Consultants
Connecticut
$1.48M +$410K +2,544 +38%
KPCM
1634
Kings Point Capital Management
New York
$1.47M +$112K +697 +8%
GG
1635
Gofen & Glossberg
Illinois
$1.47M +$67.5K +419 +5%
CPIG
1636
Chicago Partners Investment Group
Illinois
$1.47M +$342K +2,017 +30%
AWA
1637
ARS Wealth Advisors
Florida
$1.47M -$187K -1,162 -11%
PFBT
1638
Parkside Financial Bank & Trust
Missouri
$1.46M +$18.7K +116 +1%
VWM
1639
Venturi Wealth Management
Texas
$1.46M +$416K +2,580 +40%
RMC
1640
Resources Management Corp
Connecticut
$1.46M -$46.6K -289 -3%
AIP
1641
Almanack Investment Partners
Pennsylvania
$1.45M +$788K +4,894 +118%
REMPR
1642
Roof Eidam Maycock Peralta (REMP)
California
$1.45M -$42.7K -265 -3%
UH
1643
Unigestion Holding
Switzerland
$1.44M +$1.44M +8,962 New
CIP
1644
Convergence Investment Partners
Florida
$1.44M -$425K -2,637 -23%
IWS
1645
Insight Wealth Strategies
California
$1.44M -$2.15M -13,341 -60%
HEIP
1646
Hudson Edge Investment Partners
New Jersey
$1.44M -$30.6K -190 -2%
FIB
1647
First Interstate Bank
Montana
$1.43M -$177K -1,098 -11%
MLIC
1648
Mandatum Life Insurance Company
Finland
$1.43M +$322K +2,000 +29%
WP
1649
WealthSource Partners
California
$1.43M +$7.57K +47 +0.5%
SLF
1650
Sun Life Financial
Ontario, Canada
$1.43M +$12.7K +79 +0.9%
64 65
66
67 68