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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 %
VFM
1751
Viking Fund Management
North Dakota
$1.13M – – –
BA
1752
Birinyi Associates
Connecticut
$1.12M -$246K -1,525 -18%
BOC
1753
Barbara Oil Co
Illinois
$1.12M – – –
BS
1754
Boenning & Scattergood
Pennsylvania
$1.12M +$167K +1,037 +18%
AWS
1755
AJ Wealth Strategies
New York
$1.12M +$1.12M +6,954 New
CB
1756
Community Bank
New York
$1.12M +$36.3K +225 +3%
RWM
1757
RBA Wealth Management
California
$1.11M +$481K +2,984 +77%
GW
1758
GW & Wade
Massachusetts
$1.11M -$78.1K -485 -7%
SVWAG
1759
Sound View Wealth Advisors Group
Georgia
$1.1M +$22.1K +137 +2%
AIM
1760
Aspen Investment Management
Michigan
$1.1M -$211K -1,310 -16%
MF
1761
Magnetar Financial
Illinois
$1.1M +$1.1M +6,830 New
BWM
1762
Bernicke Wealth Management
Wisconsin
$1.1M +$25K +155 +2%
BA
1763
Bridgewater Associates
Connecticut
$1.1M +$1.1M +6,805 New
Simplex Trading
1764
Simplex Trading
Illinois
$1.1M +$1.1M +6,802 New
MWM
1765
Mattern Wealth Management
Kansas
$1.09M +$45.6K +283 +4%
JIC
1766
Joel Isaacson & Co
New York
$1.09M +$318K +1,974 +41%
CPSC
1767
Carl P. Sherr & Co
Massachusetts
$1.09M -$56.6K -351 -5%
CU
1768
CQS (US)
New York
$1.09M -$122K -756 -10%
WLPWM
1769
Walled Lake Planning & Wealth Management
Illinois
$1.09M +$52.4K +325 +5%
CCB
1770
Cutter & Co Brokerage
Missouri
$1.08M +$428K +2,525 +65%
PSP
1771
Principal Street Partners
Tennessee
$1.08M -$91.3K -566 -8%
NIT
1772
NumerixS Investment Technologies
British Columbia, Canada
$1.08M -$2.69M -16,707 -71%
CA
1773
Calton & Associates
Florida
$1.08M -$126K -783 -10%
MFG
1774
Magnus Financial Group
New York
$1.07M -$81.2K -504 -7%
RFN
1775
RDA Financial Network
Iowa
$1.07M -$70.2K -436 -6%
69 70
71
72 73