1,534 hedge funds and large institutions have $134B invested in Visa in 2016 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 659 increasing their positions, 609 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,534
Holders Change
+7
Holders Change %
+0.46%
% of All Funds
40.94%
Holding in Top 10
228
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-5%
% of All Funds
6.08%
New
108
Increased
659
Reduced
609
Closed
85
Calls
$559M
Puts
$561M
Net Calls
-$1.68M
Net Calls Change
+$106M
Name Holding Trade Value Shares
Change
Shares
Change %
LA
1351
LVW Advisors
New York
$280K -$48.3K -632 -15%
MSFP
1352
Mark Sheptoff Financial Planning
Connecticut
$279K +$218K +2,850 +356%
RC
1353
RegentAtlantic Capital
New Jersey
$278K +$7.65K +100 +3%
HCM
1354
Harvest Capital Management
New Hampshire
$277K +$11.6K +152 +4%
SHWM
1355
Smith & Howard Wealth Management
Georgia
$275K
TTWM
1356
TCV Trust & Wealth Management
Virginia
$272K +$22.9K +300 +9%
CGL
1357
Clarius Group LLC
Washington
$270K +$6.5K +85 +2%
NERM
1358
New England Research & Management
Illinois
$270K +$19.1K +250 +8%
PCM
1359
Pointe Capital Management
Michigan
$269K -$32.3K -423 -11%
SFWA
1360
Summit Financial Wealth Advisors
Louisiana
$268K +$268K +3,502 New
PHAM
1361
Palisades Hudson Asset Management
Florida
$267K
AWE
1362
Avidian Wealth Enterprises
Texas
$265K +$265K +3,470 New
CA
1363
Cornerstone Advisory
Maryland
$261K -$5.36K -70 -2%
MCP
1364
Mirador Capital Partners
California
$259K +$259K +3,382 New
AA
1365
Ancora Advisors
Ohio
$257K
HA
1366
Harfst & Associates
Wyoming
$254K -$633K -8,308 -71%
CCT
1367
Chemung Canal Trust
New York
$253K +$253K +3,313 New
LWM
1368
Lenox Wealth Management
Ohio
$252K -$10.9K -143 -4%
GS
1369
Girard Securities
California
$249K +$11.6K +153 +5%
LC
1370
Lourd Capital
California
$246K +$246K +3,213 New
FC
1371
Farley Capital
New York
$245K -$161K -2,100 -40%
SFM
1372
Signet Financial Management
New Jersey
$244K +$10.1K +132 +4%
BCP
1373
Berkeley Capital Partners
Georgia
$244K +$244K +3,195 New
CCM
1374
Check Capital Management
California
$240K
BC
1375
Banced Corp
Illinois
$239K