1,147 hedge funds and large institutions have $96B invested in Visa in 2014 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 446 increasing their positions, 481 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,147
Holders Change
-11
Holders Change %
-0.95%
% of All Funds
33.3%
Holding in Top 10
116
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+8.41%
% of All Funds
3.37%
New
59
Increased
446
Reduced
481
Closed
60
Calls
$776M
Puts
$1.12B
Net Calls
-$345M
Net Calls Change
-$96M
Name Holding Trade Value Shares
Change
Shares
Change %
FA
1101
Financial Advantage
Maryland
$47K
YL
1102
YCG LLC
Texas
$47K
AA
1103
Apriem Advisors
California
$46K +$46K +864 New
PFO
1104
Pathstone Family Office
New Jersey
$44K +$44K +816 New
IMS
1105
Index Management Solutions
Pennsylvania
$42K +$1.51K +28 +4%
DBT
1106
Dubuque Bank & Trust
Iowa
$42K +$5.33K +100 +15%
JFA
1107
JNBA Financial Advisors
Minnesota
$42K +$22K +416 +109%
KT
1108
Kanaly Trust
Texas
$37K
NYLT
1109
New York Life Trust
New York
$36K -$3.6K -68 -9%
M
1110
MOTCO
Texas
$36K
DSC
1111
Duncker Streett & Co
Missouri
$36K
WAS
1112
Winch Advisory Services
Wisconsin
$32K
OCM
1113
One Capital Management
California
$32K +$32K +600 New
AAM
1114
American Asset Management
Florida
$32K +$32K +600 New
PCTC
1115
Perkins Coie Trust Company
Washington
$32K +$32K +608 New
CAL
1116
Capital Advisors Ltd
Ohio
$31K
CAW
1117
Cornerstone Advisors (Washington)
Washington
$29K -$18K -332 -38%
TDC
1118
Thompson Davis & Co
Virginia
$29K +$29K +540 New
JWA
1119
JFS Wealth Advisors
Pennsylvania
$27K -$1.07K -20 -4%
TWA
1120
TCI Wealth Advisors
Arizona
$24K
FCCM
1121
First City Capital Management
Georgia
$21.3K
NSIM
1122
North Star Investment Management
Illinois
$21K
FI
1123
FCM Investments
Texas
$21K
HCM
1124
Horrell Capital Management
Arkansas
$21K
HDIM
1125
Hanson & Doremus Investment Management
Vermont
$21K