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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 %
PCAP
2426
Pratt Collard Advisory Partners
New York
$233K – – –
MIM
2427
Martin Investment Management
Florida
$232K -$3.22K -20 -1%
MW
2428
Marcum Wealth
Ohio
$232K +$232K +1,442 New
HL
2429
HeadInvest LLC
Maine
$231K -$27.2K -169 -11%
SNBOSD
2430
Security National Bank of So Dak
Iowa
$231K -$3.06K -19 -1%
EAM
2431
Evanson Asset Management
California
$231K – – –
LF
2432
LifeSteps Financial
California
$231K +$8.07K +50 +4%
FC
2433
Financial Consulate
Maryland
$231K +$17.4K +108 +8%
RWM
2434
RKL Wealth Management
Pennsylvania
$231K +$20.8K +129 +10%
CC
2435
Callan Capital
California
$231K +$231K +1,433 New
KLI
2436
Kelman-Lazarov Inc
Tennessee
$230K -$197K -1,225 -46%
USGIU
2437
U.S. Global Investors (USGI)
Texas
$230K -$150K -931 -40%
QAM
2438
QCI Asset Management
New York
$230K -$2.42K -15 -1%
LC
2439
Lincoln Capital
Nebraska
$230K – – –
CHJWM
2440
Carlton Hofferkamp & Jenks Wealth Management
Texas
$230K +$230K +1,267 New
PC
2441
Peavine Capital
Nevada
$229K -$54.2K -336 -19%
NPT
2442
Nixon Peabody Trust
Massachusetts
$229K – – –
SWRP
2443
Summit Wealth & Retirement Planning
California
$229K +$229K +1,422 New
DLHL
2444
Donald L. Hagan LLC
Florida
$227K -$8.46K -51 -4%
SAM
2445
Stewart Asset Management
New York
$227K – – –
MWM
2446
MinichMacGregor Wealth Management
New York
$227K +$227K +1,369 New
FCA
2447
FinTrust Capital Advisors
South Carolina
$226K -$4.68K -29 -2%
CCG
2448
Chatham Capital Group
Georgia
$226K -$4.04K -25 -2%
MAP
2449
Milestone Advisory Partners
North Carolina
$226K – – –
W
2450
WealthOne
New York
$226K +$226K +1,401 New
96 97
98
99 100