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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 %
SQA
2451
Simon Quick Advisors
New Jersey
$223K -$33.9K -211 -13%
DPI
2452
Diversified Portfolios Inc
Michigan
$223K – – –
IDBONY
2453
Israel Discount Bank of New York
New York
$223K – – –
SAM
2454
Strategy Asset Managers
California
$222K +$45.7K +284 +26%
AWM
2455
Aprio Wealth Management
Georgia
$222K +$222K +1,375 New
CA
2456
Cumberland Advisors
Florida
$221K – – –
FM
2457
Foster & Motley
Ohio
$221K +$1.78K +11 +0.8%
GCA
2458
Guardian Capital Advisors
Ontario, Canada
$221K +$24.3K +226 +12%
TW
2459
Transform Wealth
Colorado
$220K -$3.22K -20 -1%
FPC
2460
Falcon Point Capital
California
$219K – – –
WC
2461
Westhampton Capital
North Carolina
$218K -$40.2K -250 -16%
ONST
2462
Old North State Trust
North Carolina
$218K +$15.8K +98 +8%
ACM
2463
AUA Capital Management
Pennsylvania
$216K – – –
PSF
2464
Pacific Sun Financial
California
$216K – – –
KFA
2465
Kays Financial Advisory
Georgia
$213K -$6.29K -39 -3%
SC
2466
Solstein Capital
California
$212K -$330K -2,044 -61%
KA
2467
Klingman & Associates
New York
$212K +$4.99K +31 +2%
PIM
2468
Parker Investment Management
California
$211K -$2.26K -14 -1%
RBFC
2469
Roman Butler Fullerton & Co
Missouri
$211K +$211K +1,309 New
HIM
2470
Hillsdale Investment Management
Ontario, Canada
$210K -$21.8K -135 -9%
KFI
2471
Key Financial Inc
Pennsylvania
$210K – – –
SEIA
2472
Signature Estate & Investment Advisors
California
$210K +$323 +2 +0.2%
SGCA
2473
Steel Grove Capital Advisors
Tennessee
$208K +$484 +3 +0.2%
MCA
2474
Mercer Capital Advisers
New Jersey
$207K – – –
AWM
2475
Apollon Wealth Management
South Carolina
$207K +$12.7K +79 +7%
97 98
99
100 101