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Visa
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Overview Fund Activity

2,141 hedge funds and large institutions have $246B invested in Visa in 2018 Q3 according to their latest regulatory filings, with 112 funds opening new positions, 798 increasing their positions, 947 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,141
Holders Change
+26
Holders Change %
+1.23%
% of All Funds
49.03%
Holding in Top 10
469
Holding in Top 10 Change
+41
Holding in Top 10 Change %
+9.58%
% of All Funds
10.74%
New
112
Increased
798
Reduced
947
Closed
64
Calls
$2.05B
Puts
$2.17B
Net Calls
-$119M
Net Calls Change
-$303M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$660M
2
State Street
State Street
Massachusetts
+$541M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$318M
4
Goldman Sachs
Goldman Sachs
New York
+$249M
5
Capital International Investors
Capital International Investors
California
+$230M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$562M
2
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$351M
3
Viking Global Investors
Viking Global Investors
Connecticut
-$294M
4
Jennison Associates
Jennison Associates
New York
-$233M
5
EIP
Epoch Investment Partners
New York
-$218M
Name Holding Trade Value Shares
Change 		Shares
Change %
PTC
1001
Private Trust Company
Ohio
$4.89M -$7.95K -53 -0.2%
CT
1002
Clearstead Trust
Maine
$4.87M -$315K -2,097 -6%
BFC
1003
Blue Fin Capital
Rhode Island
$4.87M +$66.6K +444 +1%
HS
1004
HighVista Strategies
Massachusetts
$4.83M -$856K -5,700 -15%
KCMRT
1005
Kemper Corp Master Retirement Trust
Illinois
$4.82M – – –
WGCA
1006
Wolf Group Capital Advisors
Virginia
$4.81M -$114K -758 -2%
IRF
1007
IBM Retirement Fund
New York
$4.81M -$759K -5,057 -14%
JCM
1008
JS Capital Management
New York
$4.8M – – –
VFA
1009
Valeo Financial Advisors
Indiana
$4.79M +$113K +822 +2%
CAMG
1010
CWA Asset Management Group
Florida
$4.78M -$122K -818 -2%
HAM
1011
Highstreet Asset Management
Ontario, Canada
$4.77M – – –
AC
1012
Avenir Corporation
Virginia
$4.75M -$72.8K -485 -2%
MA
1013
MUFG Americas
New York
$4.74M -$30.8K -205 -0.6%
WAM
1014
Wealthspire Advisors (Maryland)
Maryland
$4.74M -$83.3K -555 -2%
DBT
1015
Dubuque Bank & Trust
Iowa
$4.74M -$1.38M -9,163 -22%
ECML
1016
Eagle Capital Management (Louisiana)
Louisiana
$4.71M +$41.6K +277 +0.9%
FMBTD
1017
First Midwest Bank Trust Division
Illinois
$4.68M -$141K -941 -3%
JSA
1018
Jacobson & Schmitt Advisors
Wisconsin
$4.66M +$150K +999 +3%
WTFG
1019
Wells Trecaso Financial Group
Ohio
$4.65M -$111K -740 -2%
SWP
1020
Stratos Wealth Partners
Ohio
$4.65M -$1.48M -9,883 -24%
GC
1021
Grace Capital
Massachusetts
$4.63M +$1.07M +7,135 +30%
PA
1022
Perennial Advisors
New York
$4.63M -$72.5K -483 -2%
CAM
1023
Cypress Asset Management
Texas
$4.62M -$447K -2,980 -9%
ACS
1024
Archford Capital Strategies
Illinois
$4.62M -$253K -1,684 -5%
RWA
1025
River Wealth Advisors
Pennsylvania
$4.62M +$153K +1,019 +3%
39 40
41
42 43