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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 %
CB
1876
CNB Bank
Pennsylvania
$871K +$193K +1,201 +29%
BEAM
1877
Baker Ellis Asset Management
Washington
$870K – – –
DC
1878
Diametric Capital
Massachusetts
$868K +$868K +5,387 New
SEEDPG
1879
S.E.E.D. Planning Group
New York
$867K -$82.6K -513 -9%
VIP
1880
Vantage Investment Partners
Missouri
$852K -$22.1M -137,045 -96%
CPO
1881
Cerity Partners OCIO
New York
$848K +$29.5K +183 +4%
TPWA
1882
TRUE Private Wealth Advisors
Oregon
$843K -$210K -1,306 -20%
MIH
1883
Meitav Investment House
Israel
$842K -$968K -5,959 -53%
CBFP
1884
Cedar Brook Financial Partners
Ohio
$839K +$53.6K +333 +7%
CWS
1885
Cypress Wealth Services
California
$839K +$62K +385 +8%
OCM
1886
One Capital Management
California
$839K +$495K +3,074 +144%
PWM
1887
Peterson Wealth Management
Nevada
$838K -$105K -652 -11%
BHTS
1888
Bar Harbor Trust Services
Maine
$837K -$9.68M -60,072 -92%
IAP
1889
Indie Asset Partners
Indiana
$837K -$45.3K -281 -5%
AIM
1890
Alhambra Investment Management
Florida
$832K -$76.5K -475 -8%
FPCG
1891
Fort Pitt Capital Group
Pennsylvania
$832K +$366K +2,270 +78%
GCM
1892
Galibier Capital Management
Ontario, Canada
$827K +$827K +5,130 New
RC
1893
RBO & Co
California
$826K – – –
DR
1894
Davis Rea
Ontario, Canada
$825K +$825K +5,123 New
NAM
1895
NorthCoast Asset Management
Connecticut
$824K +$824K +5,114 New
IWP
1896
Icon Wealth Partners
Texas
$822K -$80.1K -497 -9%
BWA
1897
BDO Wealth Advisors
Florida
$815K +$396K +2,456 +94%
DI
1898
DFPG Investments
Utah
$813K +$66.4K +400 +9%
PT
1899
Plimoth Trust
Massachusetts
$811K +$139K +860 +21%
I
1900
IberiaBank
Louisiana
$809K -$139K -863 -15%
74 75
76
77 78