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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 %
JFA
1826
JNBA Financial Advisors
Minnesota
$963K -$74.5K -462 -7%
GIP
1827
Greatmark Investment Partners
Georgia
$960K -$30.4K -189 -3%
PWMG
1828
Prestige Wealth Management Group
New Jersey
$959K +$240K +1,487 +33%
WWM
1829
WT Wealth Management
Arizona
$958K -$26.2K -163 -3%
MC
1830
Maverick Capital
Texas
$954K -$622K -3,861 -39%
IC
1831
InterOcean Capital
Illinois
$953K +$8.22K +51 +0.9%
SWA
1832
SFMG Wealth Advisors
Texas
$949K -$826K -5,126 -47%
CPIA
1833
Cornell Pochily Investment Advisors
New York
$949K +$15K +93 +2%
SC
1834
Saturna Capital
Washington
$948K +$948K +5,700 New
QCM
1835
Quest Capital Management
Texas
$947K +$119K +740 +14%
BPGAM
1836
BTG Pactual Global Asset Management
Bermuda
$945K -$2.53M -15,695 -73%
BCM
1837
Brown Capital Management
Maryland
$939K – – –
MJP
1838
Michael J. Puzo
$938K -$126K -780 -12%
LWA
1839
Lenox Wealth Advisors
New York
$933K +$14.8K +92 +2%
TCM
1840
Tradewinds Capital Management
Washington
$933K +$101K +627 +12%
PBC
1841
Pavion Blue Capital
California
$933K +$933K +5,789 New
FP
1842
Foundry Partners
Minnesota
$930K – – –
WCA
1843
Westover Capital Advisors
Delaware
$930K +$30.6K +190 +3%
MCM
1844
Manchester Capital Management
Vermont
$926K +$129K +800 +16%
MIAS
1845
Mason Investment Advisory Services
Virginia
$924K +$683K +4,237 +282%
CCM
1846
CWH Capital Management
Washington
$924K -$58.7K -364 -6%
SGA
1847
Strategic Global Advisors
California
$924K +$686K +4,260 +289%
SAM
1848
Summit Asset Management
Tennessee
$923K -$2.58K -16 -0.3%
MIM
1849
Moseley Investment Management
Florida
$921K +$45.1K +280 +5%
HBT
1850
Hills Bank & Trust
Iowa
$920K +$29.8K +185 +3%
72 73
74
75 76