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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 %
MAM
2351
Marquette Asset Management
Minnesota
$273K +$80.4K +500 +42%
SIG
2352
Sargent Investment Group
Maryland
$273K +$273K +1,696 New
SAM
2353
SP Asset Management
California
$273K +$273K +1,696 New
AA
2354
Advisory Alpha
Michigan
$272K +$48.4K +291 +22%
BWA
2355
Burt Wealth Advisors
Maryland
$271K -$4.04K -25 -1%
MWA
2356
Moser Wealth Advisors
Washington
$270K +$165K +1,025 +158%
WPA
2357
West Paces Advisors
Georgia
$269K -$17.1K -106 -6%
GBBWRPM
2358
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$269K -$205K -1,271 -43%
BHBT
2359
Burke & Herbert Bank & Trust
Virginia
$269K -$60.3K -375 -18%
M
2360
MOTCO
Texas
$268K +$32.6K +202 +14%
BO
2361
Bank OZK
Arkansas
$267K +$1.45K +9 +0.5%
HCM
2362
HMS Capital Management
Tennessee
$267K +$40K +248 +18%
CST
2363
Charles Schwab Trust
Nevada
$264K -$110K -684 -29%
WA
2364
Wealth Architects
California
$264K -$28.1K -174 -10%
PAG
2365
Private Advisory Group
Washington
$264K -$19.7K -122 -7%
SAS
2366
Stelac Advisory Services
New York
$264K +$264K +1,641 New
FCFS
2367
First Command Financial Services
Texas
$263K -$25.9K -160 -9%
FCB
2368
First Command Bank
Texas
$263K -$25.9K -160 -9%
PFA
2369
Pure Financial Advisors
California
$263K +$91.3K +566 +53%
KPF
2370
K2 Principal Fund
Ontario, Canada
$262K -$10.3M -63,816 -98%
ATFA
2371
All Terrain Financial Advisors
Minnesota
$262K -$449K -2,787 -63%
FA
2372
Faithward Advisors
Pennsylvania
$262K -$6.27K -39 -2%
GWM
2373
Greenwich Wealth Management
Connecticut
$262K +$9.98K +62 +4%
CA
2374
Claro Advisors
Massachusetts
$261K -$23.2K -144 -8%
CHA
2375
Cooper/Haims Advisors
New York
$261K +$43.8K +272 +20%
93 94
95
96 97