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Visa
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Overview Fund Activity

2,115 hedge funds and large institutions have $218B invested in Visa in 2018 Q2 according to their latest regulatory filings, with 121 funds opening new positions, 866 increasing their positions, 833 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,115
Holders Change
+44
Holders Change %
+2.12%
% of All Funds
48.49%
Holding in Top 10
428
Holding in Top 10 Change
+65
Holding in Top 10 Change %
+17.91%
% of All Funds
9.81%
New
121
Increased
866
Reduced
833
Closed
61
Calls
$1.8B
Puts
$1.62B
Net Calls
+$184M
Net Calls Change
+$985M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$359M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$318M
3
Fidelity International
Fidelity International
Bermuda
+$255M
4
O
OppenheimerFunds
New York
+$242M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$229M

Top Sellers

1
EVM
Eaton Vance Management
Massachusetts
-$455M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$384M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$329M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$284M
5
Goldman Sachs
Goldman Sachs
New York
-$282M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWM
1026
Dakota Wealth Management
Florida
$4.04M +$3.51M +26,513 +663%
RAM
1027
Redmond Asset Management
Virginia
$4.03M +$9.93K +75 +0.2%
PCM
1028
Parsons Capital Management
Rhode Island
$4.02M +$22.1K +167 +0.6%
PTB
1029
Pioneer Trust Bank
Oregon
$3.99M +$334K +2,521 +9%
JSA
1030
Jacobson & Schmitt Advisors
Wisconsin
$3.98M +$512K +3,864 +15%
BG
1031
Bahl & Gaynor
Ohio
$3.95M +$4.37K +33 +0.1%
GFA
1032
Gifford Fong Associates
California
$3.95M – – –
CWP
1033
Capital Wealth Planning
Florida
$3.94M +$1.3M +9,840 +49%
RWA
1034
River Wealth Advisors
Pennsylvania
$3.94M +$192K +1,453 +5%
BFS
1035
Bradley Foster & Sargent
Connecticut
$3.93M +$63.8K +482 +2%
LSA
1036
L & S Advisors
California
$3.93M -$1.81M -13,658 -32%
SCM
1037
Shelton Capital Management
Colorado
$3.92M +$1.02M +7,723 +35%
YWP
1038
YorkBridge Wealth Partners
New York
$3.92M +$254K +1,921 +7%
IHL
1039
Investment House LLC
California
$3.87M +$40.4K +305 +1%
FMLI
1040
Fukoku Mutual Life Insurance
Japan
$3.87M – – –
LCH
1041
Lee Capital Holdings
New York
$3.86M +$3.86M +29,137 New
JFA
1042
Johanson Financial Advisors
California
$3.84M +$14K +106 +0.4%
GIM
1043
Goelzer Investment Management
Indiana
$3.82M -$224K -1,695 -6%
WA1
1044
Wimmer Associates 1
California
$3.82M -$48.3K -365 -1%
BCA
1045
Bray Capital Advisors
Florida
$3.82M -$91.3K -689 -2%
CCM
1046
Coldstream Capital Management
Washington
$3.78M +$13.1K +99 +0.3%
CCG
1047
Ceeto Capital Group
Florida
$3.72M – – –
CCM
1048
Condor Capital Management
New Jersey
$3.71M -$63.6K -480 -2%
FT
1049
Fiduciary Trust
Massachusetts
$3.69M +$113K +855 +3%
OAM
1050
Oxford Asset Management
United Kingdom
$3.69M +$3.69M +27,631 New
40 41
42
43 44