1,158 hedge funds and large institutions have $95.2B invested in Visa in 2014 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 462 increasing their positions, 464 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,158
Holders Change
-12
Holders Change %
-1.03%
% of All Funds
33.3%
Holding in Top 10
107
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-19.55%
% of All Funds
3.08%
New
88
Increased
462
Reduced
464
Closed
92
Calls
$799M
Puts
$1.05B
Net Calls
-$249M
Net Calls Change
+$66.3M
Name Holding Trade Value Shares
Change
Shares
Change %
CC
1051
Cornerstone Capital
California
$211K
LWM
1052
Lenox Wealth Management
Ohio
$210K +$11.6K +220 +6%
CAG
1053
Crestwood Advisors Group
Massachusetts
$208K -$16.3K -308 -7%
NES
1054
New England Securities
New York
$206K -$1.26K -24 -0.6%
AWA
1055
Arete Wealth Advisors
Illinois
$206K
WAM
1056
Weatherly Asset Management
California
$204K
PFA
1057
Paradigm Financial Advisors
Missouri
$203K -$23.5K -448 -10%
FCBT
1058
First Citizens Bank & Trust
North Carolina
$202K -$155K -2,948 -43%
BCM
1059
Bluefin Capital Management
New York
$200K -$3.16M -58,188 -94%
IRS
1060
Invictus RG (Singapore)
Singapore
$200K -$215K -4,068 -52%
NEAM
1061
New England Asset Management
Connecticut
$200K
WI
1062
Wedgewood Investors
Pennsylvania
$200K
MFBTD
1063
MB Financial Bank - Trust Department
Illinois
$193K +$98.6K +1,880 +104%
AW
1064
Alpha Windward
Massachusetts
$190K -$6.73K -128 -3%
MSFP
1065
Mark Sheptoff Financial Planning
Connecticut
$190K
PCM
1066
Prelude Capital Management
New York
$190K +$58.1K +1,100 +44%
WA
1067
WealthTrust-Arizona
Arizona
$187K +$100K +1,908 +116%
BRWM
1068
B. Riley Wealth Management
Tennessee
$185K +$4.2K +80 +2%
OIA
1069
Optimum Investment Advisors
Illinois
$178K
CFS
1070
Community Financial System
New York
$174K
MWP
1071
MYCIO Wealth Partners
Pennsylvania
$173K +$211 +4 +0.1%
CCS
1072
Crosspoint Capital Strategies
California
$169K -$40.6K -756 -19%
JIC
1073
Joel Isaacson & Co
New York
$169K
LSV Asset Management
1074
LSV Asset Management
Illinois
$168K
HCM
1075
Highlander Capital Management
New Jersey
$158K