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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 %
CCC
2076
Chelsea Counsel Company
California
$537K +$251K +1,557 +88%
OPA
2077
Old Port Advisors
Maine
$534K -$18K -112 -3%
IFAM
2078
Institutional & Family Asset Management
Colorado
$530K +$57.6K +357 +12%
Nomura Holdings
2079
Nomura Holdings
Japan
$530K +$493K +3,036 +1,332%
WAOI
2080
Wealth Advisors of Iowa
Iowa
$530K +$530K +3,290 New
FNBOO
2081
First National Bank of Omaha
Nebraska
$527K -$183K -1,135 -26%
WKWM
2082
Walter & Keenan Wealth Management
Indiana
$526K -$1.8M -12,106 -77%
UAS
2083
United Asset Strategies
New York
$526K -$68.5K -425 -12%
DA
2084
Detalus Advisors
Missouri
$526K +$9.02K +56 +2%
NSIM
2085
North Star Investment Management
Illinois
$526K +$18.2K +113 +4%
AMCA
2086
Arthur M. Cohen & Associates
Illinois
$526K +$80.4K +540 +18%
TL
2087
TrueWealth LLC
Georgia
$525K -$1.61K -10 -0.3%
WAAG
2088
Wealth Alliance Advisory Group
Kansas
$524K +$57.5K +357 +12%
ME
2089
McIlrath & Eck
Washington
$520K -$39.7K -246 -7%
SPC
2090
Stewart & Patten Company
California
$520K +$520K +3,228 New
WRM
2091
Weybosset Research & Management
Rhode Island
$519K – – –
PC
2092
Permit Capital
Pennsylvania
$516K -$56.4K -350 -10%
JF
2093
JSF Financial
California
$515K +$50.9K +316 +11%
DCM
2094
Davis Capital Management
Florida
$515K +$515K +3,195 New
FCA
2095
FLC Capital Advisors
California
$511K +$221K +1,406 +76%
AWM
2096
Alterna Wealth Management
Texas
$510K -$56.8K -353 -10%
AGM
2097
Alpine Global Management
New York
$509K +$509K +3,161 New
TCM
2098
TimesSquare Capital Management
New York
$507K +$41.1K +255 +9%
BSAM
2099
Blue Sky Asset Management
Colorado
$503K +$503K +3,124 New
FC
2100
Fulcrum Capital
Washington
$502K -$16.1K -100 -3%
82 83
84
85 86