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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 %
ATPW
1651
Ashton Thomas Private Wealth
Arizona
$1.42M +$380K +2,360 +36%
BWL
1652
Bogart Wealth LLC
Virginia
$1.42M +$754K +4,680 +113%
PCG
1653
Private Capital Group
Connecticut
$1.42M +$253K +1,568 +22%
DBRC
1654
D.B. Root & Company
Pennsylvania
$1.42M +$314K +1,948 +28%
RA
1655
Rational Advisors
New York
$1.41M -$2.02M -12,530 -59%
TA
1656
Townsend & Associates
Colorado
$1.4M +$56.1K +333 +4%
WIA
1657
Westbourne Investment Advisors
Maryland
$1.4M -$16.1K -100 -1%
RDWM
1658
Red Door Wealth Management
Tennessee
$1.4M +$357K +2,214 +34%
DI
1659
DAGCO Inc
Ohio
$1.4M +$16.1K +100 +1%
AA
1660
Argent Advisors
Louisiana
$1.4M -$78K -484 -5%
CA
1661
Callahan Advisors
Texas
$1.4M +$137K +850 +11%
AC
1662
Arjuna Capital
North Carolina
$1.4M +$102K +634 +8%
CCM
1663
Canal Capital Management
Virginia
$1.4M +$492K +3,055 +55%
LFA
1664
Lighthouse Financial Advisors
Maryland
$1.39M -$45.3K -281 -3%
EGM
1665
Engineers Gate Manager
New York
$1.39M -$3.4M -21,080 -71%
NF
1666
Nikulski Financial
Iowa
$1.39M +$136K +846 +11%
SIM
1667
Sterling Investment Management
Arizona
$1.39M -$16.3K -101 -1%
KWA
1668
KCS Wealth Advisory
California
$1.38M +$22.7K +141 +2%
EH
1669
Employers Holdings
Nevada
$1.38M +$491K +3,045 +55%
CWM
1670
Centric Wealth Management
Illinois
$1.38M -$79.5K -468 -5%
PIG
1671
Pantheon Investment Group
California
$1.38M -$81.7K -509 -6%
BPM
1672
Bowling Portfolio Management
Ohio
$1.38M -$56.2K -349 -4%
IC
1673
Inscription Capital
Texas
$1.37M +$973K +6,040 +243%
OIA
1674
OneDigital Investment Advisors
Kansas
$1.37M -$91.2K -566 -6%
Koshinski Asset Management
1675
Koshinski Asset Management
Illinois
$1.37M -$806 -5 -0.1%
65 66
67
68 69