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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 %
AIC
1676
Ayalon Insurance Company
Israel
$1.36M +$51.9K +339 +4%
AUB
1677
Atlantic Union Bankshares
Virginia
$1.36M -$55.6K -345 -4%
WSC
1678
Wellington Shields & Co
New York
$1.35M +$180K +1,115 +15%
GSWM
1679
Golden State Wealth Management
California
$1.34M +$1.34M +8,330 New
PP
1680
PagnatoKarp Partners
Virginia
$1.34M +$86.5K +537 +7%
WAS
1681
WESPAC Advisors SoCal
California
$1.34M +$14.6K +86 +1%
SFM
1682
Systematic Financial Management
New Jersey
$1.34M -$322K -2,000 -19%
MCM
1683
Mainstay Capital Management
Michigan
$1.34M -$49.7K -318 -4%
SWM
1684
Sugarloaf Wealth Management
Georgia
$1.33M +$394K +2,445 +42%
KM
1685
Kalos Management
Georgia
$1.33M +$810K +4,538 +156%
AAM
1686
Ascension Asset Management
New York
$1.33M – – –
LPT
1687
Legacy Private Trust
Wisconsin
$1.33M +$61.4K +381 +5%
LPIC
1688
LeJeune Puetz Investment Counsel
Michigan
$1.32M +$68.5K +425 +5%
AFA
1689
Abacus FCF Advisors
Florida
$1.31M -$172K -1,062 -12%
KF
1690
Krilogy Financial
Missouri
$1.31M +$597K +3,708 +84%
CCT
1691
Country Club Trust
Missouri
$1.31M +$3.31K +20 +0.3%
ACM
1692
AlphaStar Capital Management
North Carolina
$1.31M -$223K -1,390 -15%
NAMP
1693
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.3M -$232K -1,443 -15%
ITIM
1694
Indiana Trust & Investment Management
Indiana
$1.3M -$10.5K -65 -0.8%
COF
1695
Capital One Financial
Virginia
$1.3M +$1.3M +8,045 New
SMC
1696
Smith, Moore & Co
Missouri
$1.29M -$189K -1,174 -13%
BAM
1697
Beaumont Asset Management
Texas
$1.29M -$31.9K -198 -2%
RCM
1698
Radnor Capital Management
Pennsylvania
$1.29M – – –
BOM
1699
Bank of Marin
California
$1.29M +$1.77K +11 +0.1%
UBG
1700
United Bank (Georgia)
Georgia
$1.28M -$411K -2,553 -24%
66 67
68
69 70