Mizuho upgraded Visa (SNSE:VCL) to Outperform on June 5, 2025, while institutional ownership has seen a slight increase, with 6,098 funds holding positions, up 1.04% in the last quarter, and total shares held by institutions increasing by 0.05% to 1,749,501K shares. Notably, Vanguard Total Stock Market Index Fund Investor Shares and Vanguard 500 Index Fund Investor Shares increased their holdings and portfolio allocation in VCL, while Price T Rowe Associates, Geode Capital Management, and Jpmorgan Chase decreased their portfolio allocation in VCL.
Mizuho's upgrade of Visa (SNSE:VCL) to Outperform on June 5, 2025, signals renewed analyst confidence. This outlook is reflected in aggregate institutional positioning, with the number of funds holding VCL increasing by 1.04% to 6,098 in the last quarter, and the average portfolio weight dedicated to VCL rising by a significant 10.33% to 1.29%. Total shares owned by institutions also saw a marginal increase of 0.05% to 1,749,501K shares. Examining specific large holders, Vanguard's Total Stock Market Index Fund Investor Shares (VTSMX) and Vanguard 500 Index Fund Investor Shares (VFINX) both increased their share counts by 0.60% and 2.36% respectively, alongside substantial increases in their portfolio allocations to VCL by 16.37% and 15.97%. Conversely, Price T Rowe Associates reduced its holdings by 0.63% and notably decreased its portfolio allocation by 42.42%. Geode Capital Management increased its share count by 4.01% but also significantly cut its portfolio allocation by 38.03%. Jpmorgan Chase presents a mixed picture, having increased its share ownership by a reported 52.58% to 26,632K shares, yet drastically reducing its portfolio allocation to VCL by 75.79%, suggesting a strategic rebalancing within a larger portfolio rather than a fundamental bearish shift on VCL itself.
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moderately positive
Sentiment Score
0.40
Ticker Sentiment
