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Visa
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Overview Fund Activity

2,707 hedge funds and large institutions have $308B invested in Visa in 2020 Q2 according to their latest regulatory filings, with 206 funds opening new positions, 1,249 increasing their positions, 995 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,707
Holders Change
+81
Holders Change %
+3.08%
% of All Funds
55.64%
Holding in Top 10
616
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+0.33%
% of All Funds
12.66%
New
206
Increased
1,249
Reduced
995
Closed
102
Calls
$3.87B
Puts
$4.07B
Net Calls
-$205M
Net Calls Change
+$108M

Top Buyers

1
Nordea Investment Management
Nordea Investment Management
Sweden
+$776M
2
TCI Fund Management
TCI Fund Management
United Kingdom
+$744M
3
BlackRock
BlackRock
New York
+$545M
4
AAMU
Amundi Asset Management US
Massachusetts
+$318M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$305M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.23B
2
Osaic Holdings
Osaic Holdings
Arizona
-$1.09B
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.05B
4
Vanguard Group
Vanguard Group
Pennsylvania
-$905M
5
Capital World Investors
Capital World Investors
California
-$701M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
1876
Brown Capital Management
Maryland
$1.11M -$13.1K -68 -1%
MWM
1877
Mission Wealth Management
California
$1.11M +$29.4K +152 +3%
SWRP
1878
Summit Wealth & Retirement Planning
California
$1.11M +$838K +4,339 +305%
HDIM
1879
Hanson & Doremus Investment Management
Vermont
$1.11M +$548K +2,838 +98%
CB
1880
CNB Bank
Pennsylvania
$1.11M +$64.2K +332 +6%
CCM
1881
CWH Capital Management
Washington
$1.11M – – –
SAM
1882
SP Asset Management
California
$1.11M +$779K +4,035 +238%
MS
1883
Mizuho Securities
Japan
$1.1M -$1.92M -11,900 -64%
NBG
1884
Nancy B. Gardiner
$1.1M – – –
CPO
1885
Cerity Partners OCIO
New York
$1.1M +$79.2K +410 +8%
BCA
1886
Berman Capital Advisors
Georgia
$1.09M +$167K +868 +18%
WP
1887
WealthPLAN Partners
Nebraska
$1.08M -$12.8K -65 -1%
CASB
1888
Cape Ann Savings Bank
Massachusetts
$1.08M +$1.08M +5,610 New
BHTS
1889
Bar Harbor Trust Services
Maine
$1.08M +$78K +404 +8%
JFA
1890
JNBA Financial Advisors
Minnesota
$1.08M -$77.3K -400 -7%
MGIA
1891
Moneta Group Investment Advisors
Missouri
$1.07M +$298K +1,544 +38%
IF
1892
Intrua Financial
Texas
$1.07M +$1.07M +5,419 New
LCM
1893
Leisure Capital Management
California
$1.07M -$5.41K -28 -0.5%
LWA
1894
Lenox Wealth Advisors
New York
$1.07M -$50.2K -260 -4%
TCM
1895
Tradewinds Capital Management
Washington
$1.07M -$49.7K -257 -4%
HCM
1896
Hall Capital Management
Rhode Island
$1.07M +$480K +2,485 +82%
BBNA
1897
Bremer Bank National Association
Minnesota
$1.07M -$143K -738 -12%
TCM
1898
Teza Capital Management
Illinois
$1.07M +$719K +3,722 +207%
DWM
1899
Dorchester Wealth Management
Quebec, Canada
$1.06M +$2.9K +15 +0.3%
FL
1900
Fort LP
Maryland
$1.05M -$1.85M -9,593 -64%
74 75
76
77 78