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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 %
CIA
1851
Choate Investment Advisors
Massachusetts
$920K +$559K +3,465 +155%
OGC
1852
Oak Grove Capital
New Hampshire
$919K -$353K -2,190 -28%
BA
1853
Ballast Advisors
Minnesota
$917K – – –
BAM
1854
Berkshire Asset Management
Pennsylvania
$917K +$232K +1,438 +34%
PWAG
1855
Polaris Wealth Advisory Group
California
$916K -$22.5M -139,452 -96%
CT
1856
Columbia Trust
Oregon
$915K -$22K -137 -2%
NBG
1857
Nancy B. Gardiner
$914K -$118K -731 -11%
SFI
1858
SPC Financial Inc
Maryland
$909K -$239K -1,481 -21%
RA
1859
RFG Advisory
Alabama
$907K +$6.61K +41 +0.7%
HWA
1860
HHM Wealth Advisors
Tennessee
$905K +$697K +4,329 +336%
MWM
1861
Mission Wealth Management
California
$904K -$35K -217 -4%
KPW
1862
Kore Private Wealth
New York
$901K +$198K +1,226 +28%
CCMG
1863
Clark Capital Management Group
Pennsylvania
$898K -$2.74K -17 -0.3%
LCM
1864
Leisure Capital Management
California
$897K +$6.28K +39 +0.7%
PDM
1865
Penn Davis McFarland
Texas
$890K – – –
PWMAG
1866
Pinnacle Wealth Management Advisory Group
New Jersey
$889K +$111K +690 +14%
IIC
1867
Ironwood Investment Counsel
Arizona
$887K +$9.18K +57 +1%
BPA
1868
Beacon Pointe Advisors
California
$883K -$303K -1,876 -26%
SWA
1869
Sutton Wealth Advisors
Florida
$883K +$5.32K +33 +0.6%
DWM
1870
Dorchester Wealth Management
Quebec, Canada
$880K -$258K -1,599 -23%
FIA
1871
Foundations Investment Advisors
Arizona
$880K +$24.6K +161 +3%
FNBOH
1872
First National Bank of Hutchinson
Kansas
$879K -$30.1K -187 -3%
S
1873
Seeyond
France
$878K -$354K -2,195 -29%
CSIC
1874
Clifford Swan Investment Counsel
California
$877K +$105K +651 +14%
AF
1875
Allworth Financial
California
$874K -$12.7K -79 -1%
73 74
75
76 77