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Visa
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Overview Fund Activity

2,352 hedge funds and large institutions have $256B invested in Visa in 2019 Q1 according to their latest regulatory filings, with 174 funds opening new positions, 969 increasing their positions, 945 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,352
Holders Change
+68
Holders Change %
+2.98%
% of All Funds
50.99%
Holding in Top 10
525
Holding in Top 10 Change
+42
Holding in Top 10 Change %
+8.7%
% of All Funds
11.38%
New
174
Increased
969
Reduced
945
Closed
81
Calls
$2.27B
Puts
$1.96B
Net Calls
+$303M
Net Calls Change
-$363M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.75B
2
Capital World Investors
Capital World Investors
California
+$715M
3
Capital International Investors
Capital International Investors
California
+$569M
4
CWM
CIBC World Markets
New York
+$401M
5
VOYA Investment Management
VOYA Investment Management
Georgia
+$401M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$492M
2
Viking Global Investors
Viking Global Investors
Connecticut
-$477M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$460M
4
Asset Management One
Asset Management One
Japan
-$316M
5
CC
Cornerstone Capital
California
-$285M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMT
1151
First Mercantile Trust
Tennessee
$3.56M -$830K -5,313 -19%
LFAS
1152
Level Four Advisory Services
Texas
$3.56M +$160K +1,026 +5%
HIM
1153
Hotaling Investment Management
Pennsylvania
$3.54M -$17.6K -113 -0.5%
AF
1154
Advisornet Financial
Minnesota
$3.53M +$147K +940 +4%
DSC
1155
Duncker Streett & Co
Missouri
$3.53M +$344K +2,201 +11%
HT
1156
Heritage Trust
Oklahoma
$3.5M +$2.61M +16,703 +292%
FFA
1157
Fragasso Financial Advisors
Pennsylvania
$3.5M +$649K +4,156 +23%
AA
1158
Ancora Advisors
Ohio
$3.49M -$81.4K -521 -2%
RIM
1159
Reliant Investment Management
Tennessee
$3.48M +$1.56K +10 +0%
HSA
1160
HBK Sorce Advisory
Pennsylvania
$3.47M -$187K -1,198 -5%
MWM
1161
Marietta Wealth Management
Georgia
$3.47M +$31.1K +199 +0.9%
AWP
1162
Ascent Wealth Partners
New York
$3.46M +$295K +1,891 +9%
XWM
1163
Xcel Wealth Management
Florida
$3.46M +$273K +1,750 +9%
BCM
1164
BTC Capital Management
Iowa
$3.45M +$212K +1,358 +7%
SC
1165
Searle & Co
Connecticut
$3.44M +$12.7K +81 +0.4%
CWM
1166
CMH Wealth Management
New Hampshire
$3.42M -$39.8K -255 -1%
WC
1167
Woodstock Corp
Massachusetts
$3.41M +$9.06K +58 +0.3%
PGAM
1168
Princeton Global Asset Management
New Jersey
$3.41M +$114K +732 +3%
SAM
1169
Security Asset Management
New York
$3.4M -$178K -1,140 -5%
ACM
1170
Aljian Capital Management
Nevada
$3.39M -$11.7K -75 -0.3%
SCM
1171
Schnieders Capital Management
California
$3.38M +$134K +855 +4%
HH
1172
Hilltop Holdings
Texas
$3.31M +$99.2K +635 +3%
LHC
1173
Little House Capital
Massachusetts
$3.3M +$154K +989 +5%
BSW
1174
Buckingham Strategic Wealth
Missouri
$3.3M +$576K +3,684 +21%
MAFM
1175
Mid Atlantic Financial Management
Pennsylvania
$3.29M +$21.1K +135 +0.6%
45 46
47
48 49