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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 %
RWA
2026
Ropes Wealth Advisors
Massachusetts
$796K +$46.2K +239 +6%
TNA
2027
True North Advisors
Texas
$795K +$21.2K +110 +3%
BOS
2028
Bingham Osborn & Scarborough
California
$792K -$69.7K -361 -8%
MSS
2029
Mitchell Sinkler & Starr
Pennsylvania
$792K – – –
AMCA
2030
Arthur M. Cohen & Associates
Illinois
$789K +$106K +550 +16%
EWA
2031
Evolution Wealth Advisors
Florida
$786K +$266K +1,378 +51%
SB
2032
Sunflower Bank
Texas
$786K +$786K +4,073 New
KCM
2033
Kathmere Capital Management
Pennsylvania
$783K +$783K +4,051 New
AGA
2034
Accuvest Global Advisors
Utah
$781K -$115K -596 -13%
JA
2035
JLB & Associates
Michigan
$779K -$26.6K -138 -3%
AFA
2036
Arlington Financial Advisors
California
$779K – – –
NP
2037
Ninepoint Partners
Ontario, Canada
$774K +$354K +1,831 +84%
DFAM
2038
Deep Field Asset Management
California
$773K +$773K +4,000 New
MPCG
2039
Matrix Private Capital Group
New York
$771K -$26.1K -135 -3%
BC
2040
Brio Consultants
California
$770K -$11K -57 -1%
HR
2041
Howe & Rusling
New York
$769K +$77K +399 +11%
ARTA
2042
A.R.T. Advisors
New York
$765K +$765K +3,959 New
SAM
2043
SignalPoint Asset Management
Missouri
$762K -$70.5K -365 -8%
SIAS
2044
Shine Investment Advisory Services
Colorado
$756K -$23.9K -124 -3%
SFG
2045
SNS Financial Group
Minnesota
$755K -$97.8K -506 -11%
EWM
2046
Elmwood Wealth Management
California
$752K +$675K +3,491 +873%
BMC
2047
Beaton Management Company
Massachusetts
$749K – – –
KC
2048
Knuff & Co
California
$746K -$133K -689 -15%
SG
2049
StoneX Group
New York
$738K -$21K -109 -3%
NCM
2050
Narwhal Capital Management
Georgia
$738K +$491K +2,539 +198%
80 81
82
83 84