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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 %
SAM
1976
SignalPoint Asset Management
Missouri
$695K +$42.2K +262 +6%
EWM
1977
EPG Wealth Management
Georgia
$692K +$224K +1,390 +48%
SCM
1978
Southport Capital Management
Tennessee
$687K -$21.3K -132 -3%
WA
1979
Wambolt & Associates
Colorado
$684K +$22.9K +142 +3%
SWIG
1980
Strategic Wealth Investment Group
Kentucky
$683K +$85.9K +533 +14%
WI
1981
Wedgewood Investors
Pennsylvania
$676K -$88.6K -550 -12%
FAM
1982
Formidable Asset Management
Ohio
$676K +$24.2K +150 +4%
BB
1983
Bell Bank
North Dakota
$674K +$3.38K +21 +0.5%
NED
1984
Nancy E. Dempze
$673K -$68.5K -425 -9%
JA
1985
JLB & Associates
Michigan
$672K -$146K -908 -18%
PSC
1986
Prentiss Smith & Co
Vermont
$671K – – –
STA
1987
Summit Trail Advisors
New York
$669K +$126K +782 +23%
SFWC
1988
Strategic Family Wealth Counselors
New Jersey
$667K -$8.7K -54 -1%
AWE
1989
Avidian Wealth Enterprises
Texas
$666K -$86.6K -537 -12%
DAM
1990
Delta Asset Management
Tennessee
$666K +$79K +490 +13%
GCM
1991
Gladius Capital Management
Illinois
$665K +$665K +4,122 New
MPCG
1992
Matrix Private Capital Group
New York
$664K -$286K -1,775 -30%
BW
1993
Bison Wealth
Georgia
$662K +$35.5K +220 +6%
MSS
1994
Mitchell Sinkler & Starr
Pennsylvania
$661K -$8.87K -55 -1%
JIR
1995
James Investment Research
Ohio
$660K -$87.9K -545 -12%
BFIM
1996
Beese Fulmer Investment Management
Ohio
$659K +$1.61K +10 +0.2%
CAC
1997
Certified Advisory Corp
Florida
$656K -$23.5K -146 -3%
HPWM
1998
Highland Private Wealth Management
Washington
$656K -$15.1K -94 -2%
OPPTF
1999
OPSEU Pension Plan Trust Fund
Ontario, Canada
$655K +$655K +4,227 New
JA
2000
JOYN Advisors
Georgia
$654K -$1.61K -10 -0.2%
78 79
80
81 82