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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 %
TF
2101
Tompkins Financial
New York
$498K +$10.2K +63 +2%
IIA
2102
IPG Investment Advisors
California
$497K +$59.3K +368 +14%
DACG
2103
Donor Advised Charitable Giving
California
$496K – – –
AWM
2104
Adams Wealth Management
Utah
$495K -$146K -908 -23%
HHGA
2105
Halbert Hargrove Global Advisors
California
$495K -$18.4K -114 -4%
RSC
2106
Red Spruce Capital
Pennsylvania
$495K +$1.77K +11 +0.4%
MMHP
2107
Murphy Middleton Hinkle & Parker
Georgia
$492K – – –
KFGK
2108
Keystone Financial Group (Kentucky)
Kentucky
$491K +$2.26K +14 +0.5%
PA
2109
Probity Advisors
Texas
$490K -$12.9K -80 -3%
WIC
2110
Whitegate Investment Counselors
New Hampshire
$489K -$217K -1,346 -31%
AB
2111
Atlas Brown
Kentucky
$489K +$38K +236 +8%
HCM
2112
Hall Capital Management
Rhode Island
$489K +$235K +1,460 +93%
PFA
2113
Pinnacle Family Advisors
Missouri
$487K +$217K +1,325 +80%
VCA
2114
Verdence Capital Advisors
Maryland
$486K -$74.1K -460 -13%
PFA
2115
Professional Financial Advisors
Nebraska
$486K -$67.8K -379 -12%
DA
2116
DSC Advisors
Illinois
$483K -$1.02M -6,319 -68%
OHS
2117
Odey Holdings (Switzerland)
Switzerland
$483K +$233K +1,450 +94%
SM
2118
Scoggin Management
New York
$483K +$483K +3,000 New
TA
2119
TCG Advisors
Texas
$482K +$61.8K +384 +15%
AP
2120
Arlington Partners
Alabama
$482K +$103K +642 +27%
AFM
2121
Andesa Financial Management
Pennsylvania
$481K -$65.2K -403 -12%
N
2122
Natixis
France
$480K +$480K +2,978 New
HIC
2123
Harvey Investment Company
Kentucky
$474K – – –
RICHC
2124
Renaissance Investment Consultants Holding Company
Pennsylvania
$474K +$644 +4 +0.1%
IA
2125
IFG Advisory
Georgia
$474K +$10.6K +66 +2%
83 84
85
86 87