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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 %
RT
1776
Rockland Trust
Massachusetts
$1.07M -$17.1K -106 -2%
BO
1777
BRR OpCo
Ohio
$1.06M +$64K +397 +6%
SIM
1778
Spark Investment Management
New York
$1.06M -$2.4M -14,900 -69%
SAG
1779
Spotlight Asset Group
Illinois
$1.06M -$692K -4,296 -39%
GLA
1780
Good Life Advisors
Pennsylvania
$1.06M -$138K -856 -11%
CIM
1781
CenturyLink Investment Management
Colorado
$1.06M – – –
CWM
1782
Confluence Wealth Management
Oregon
$1.06M -$51.4K -319 -5%
FSA
1783
Financial Sense Advisors
California
$1.06M +$1.06M +6,556 New
BCM
1784
Breiter Capital Management
Florida
$1.05M +$622K +3,863 +146%
NEIRG
1785
New England Investment & Retirement Group
Massachusetts
$1.04M -$9.02K -56 -0.9%
BCI
1786
Brinker Capital Investments
Pennsylvania
$1.04M -$218K -1,356 -17%
AWA
1787
Arkadios Wealth Advisors
Georgia
$1.04M -$269K -1,668 -21%
HA
1788
Harfst & Associates
Wyoming
$1.04M +$55.9K +347 +6%
BCM
1789
Blume Capital Management
California
$1.03M -$9.99K -62 -1%
PFGIA
1790
Patriot Financial Group Insurance Agency
Massachusetts
$1.03M +$305K +1,891 +42%
MFP
1791
Meridian Financial Partners
Virginia
$1.03M +$88.8K +524 +9%
SDWIA
1792
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.02M +$68K +422 +7%
EWM
1793
Elite Wealth Management
Washington
$1.02M +$1.02M +6,338 New
ISWM
1794
Independent Solutions Wealth Management
New York
$1.02M +$85.6K +531 +9%
CWM
1795
Cornerstone Wealth Management
Missouri
$1.02M -$29.3K -182 -3%
ECG
1796
Edge Capital Group
Georgia
$1.01M +$311K +1,933 +44%
WC
1797
Waterloo Capital
Texas
$1.01M +$1.01M +6,287 New
KWM
1798
Keebeck Wealth Management
Illinois
$1.01M +$466K +2,898 +86%
QIM
1799
Quantitative Investment Management
Virginia
$1.01M -$21.9M -136,117 -96%
BBNA
1800
Bremer Bank National Association
Minnesota
$1.01M -$65.2K -405 -6%
70 71
72
73 74