1,724 hedge funds and large institutions have $155B invested in Visa in 2017 Q1 according to their latest regulatory filings, with 145 funds opening new positions, 678 increasing their positions, 713 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,724
Holders Change
+64
Holders Change %
+3.86%
% of All Funds
42.98%
Holding in Top 10
282
Holding in Top 10 Change
+46
Holding in Top 10 Change %
+19.49%
% of All Funds
7.03%
New
145
Increased
678
Reduced
713
Closed
61
Calls
$2.89B
Puts
$846M
Net Calls
+$2.04B
Net Calls Change
+$664M
Name Holding Trade Value Shares
Change
Shares
Change %
CIM
1326
CenturyLink Investment Management
Colorado
$697K
FMWA
1327
Forvis Mazars Wealth Advisors
Missouri
$691K -$74.5K -838 -10%
MWM
1328
Meridian Wealth Management
Kentucky
$691K +$691K +7,772 New
FFA
1329
First Foundation Advisors
California
$690K +$690K +7,760 New
TPW
1330
Tiller Private Wealth
Pennsylvania
$687K +$178 +2 +0%
PMFA
1331
Plante Moran Financial Advisors
Michigan
$684K -$81.1K -913 -11%
BAC
1332
Boys Arnold & Co
North Carolina
$683K +$38.8K +436 +6%
DBIA
1333
Dumont & Blake Investment Advisors
New Jersey
$677K +$8.44K +95 +1%
CWM
1334
Confluence Wealth Management
Oregon
$672K -$51.9K -584 -7%
AAM
1335
American Asset Management
Florida
$672K -$17.8K -200 -3%
TIA
1336
Trust Investment Advisors
Indiana
$671K
MMA
1337
Miracle Mile Advisors
California
$668K +$38.4K +432 +6%
PPCM
1338
Pillar Pacific Capital Management
California
$667K +$93.7K +1,055 +16%
FCAG
1339
First Capital Advisors Group
New Jersey
$660K +$64.2K +723 +11%
SPIA
1340
Steward Partners Investment Advisory
New York
$657K +$657K +7,401 New
RMAM
1341
Raab & Moskowitz Asset Management
New Jersey
$656K -$118K -1,328 -15%
FAM
1342
Fortaleza Asset Management
Illinois
$649K +$649K +7,300 New
Dodge & Cox
1343
Dodge & Cox
California
$647K -$26.7K -300 -4%
BTIS
1344
BB&T Investment Services
North Carolina
$647K +$518K +5,870 +403%
TDC
1345
Thompson Davis & Co
Virginia
$644K +$465K +5,231 +260%
CL
1346
CIM LLC
New York
$643K
AWA
1347
ARS Wealth Advisors
Florida
$641K -$104K -1,170 -14%
GLI
1348
Guardian Life Insurance
New York
$638K +$1.96K +22 +0.3%
WA
1349
WFG Advisors
Texas
$637K +$10.1K +114 +2%
PFS
1350
Prospera Financial Services
Texas
$636K +$74.4K +837 +13%