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Visa
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Overview Fund Activity

2,284 hedge funds and large institutions have $213B invested in Visa in 2018 Q4 according to their latest regulatory filings, with 287 funds opening new positions, 865 increasing their positions, 891 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,284
Holders Change
+143
Holders Change %
+6.68%
% of All Funds
50.97%
Holding in Top 10
483
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+2.99%
% of All Funds
10.78%
New
287
Increased
865
Reduced
891
Closed
120
Calls
$2.59B
Puts
$1.92B
Net Calls
+$666M
Net Calls Change
+$786M

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
+$644M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$476M
3
Capital International Investors
Capital International Investors
California
+$294M
4
MSE
MUFG Securities EMEA
United Kingdom
+$277M
5
Renaissance Technologies
Renaissance Technologies
New York
+$220M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$541M
2
Citadel Advisors
Citadel Advisors
Florida
-$406M
3
JSP
Jackson Square Partners
California
-$346M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$306M
5
Deutsche Bank
Deutsche Bank
Germany
-$276M
Name Holding Trade Value Shares
Change 		Shares
Change %
SNT
1126
Security National Trust
West Virginia
$3.17M -$1.98K -15 -0.1%
TWM
1127
Torch Wealth Management
Ohio
$3.17M -$208K -1,575 -6%
HKIM
1128
Hayek Kallen Investment Management
Alabama
$3.16M +$19.9K +151 +0.6%
LFGH
1129
Lee Financial Group Hawaii
Hawaii
$3.14M -$29.9K -227 -0.9%
CAM
1130
Carret Asset Management
New York
$3.14M -$125K -950 -4%
NL
1131
NVWM LLC
Pennsylvania
$3.13M -$47.5K -360 -1%
PCM
1132
Poehling Capital Management
Wisconsin
$3.09M -$74.5K -565 -2%
HSA
1133
HBK Sorce Advisory
Pennsylvania
$3.09M +$413K +3,128 +15%
AIL
1134
AGF Investments LLC
Ontario, Canada
$3.06M -$4.01M -30,397 -57%
BCM
1135
BlueCrest Capital Management
Jersey
$3.06M +$1.27M +9,617 +71%
CWM
1136
Concentric Wealth Management
California
$3.05M +$94.7K +718 +3%
HCM
1137
Harvey Capital Management
Florida
$3.05M +$424K +3,215 +16%
FCM
1138
Force Capital Management
New York
$3.04M -$4.74M -35,938 -61%
Lido Advisors
1139
Lido Advisors
California
$3.04M +$207K +1,568 +7%
PAS
1140
Park Avenue Securities
New York
$3.04M +$513K +3,718 +20%
BKA
1141
Brick & Kyle Associates
Pennsylvania
$3.04M +$3.04M +23,009 New
SAM
1142
Security Asset Management
New York
$3.03M +$23.7K +180 +0.8%
AA
1143
Ancora Advisors
Ohio
$3.02M +$159K +1,208 +6%
SCP
1144
Stamos Capital Partners
California
$3.01M +$3.01M +22,800 New
WFG
1145
Wills Financial Group
Virginia
$3.01M +$76.6K +581 +3%
HIM
1146
Hotaling Investment Management
Pennsylvania
$3.01M +$3.01M +22,780 New
DAS
1147
Dynamic Advisor Solutions
Arizona
$3M -$124K -891 -4%
SGCA
1148
Steel Grove Capital Advisors
Tennessee
$2.99M – – –
BFEC
1149
Benjamin F. Edwards & Company
Missouri
$2.99M +$603K +4,567 +25%
PA
1150
PFG Advisors
Arizona
$2.97M +$2.97M +20,923 New
44 45
46
47 48