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Visa
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Overview Fund Activity

2,141 hedge funds and large institutions have $246B invested in Visa in 2018 Q3 according to their latest regulatory filings, with 112 funds opening new positions, 798 increasing their positions, 947 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,141
Holders Change
+26
Holders Change %
+1.23%
% of All Funds
49.03%
Holding in Top 10
469
Holding in Top 10 Change
+41
Holding in Top 10 Change %
+9.58%
% of All Funds
10.74%
New
112
Increased
798
Reduced
947
Closed
64
Calls
$2.05B
Puts
$2.17B
Net Calls
-$119M
Net Calls Change
-$303M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$660M
2
State Street
State Street
Massachusetts
+$541M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$318M
4
Goldman Sachs
Goldman Sachs
New York
+$249M
5
Capital International Investors
Capital International Investors
California
+$230M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$562M
2
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$351M
3
Viking Global Investors
Viking Global Investors
Connecticut
-$294M
4
Jennison Associates
Jennison Associates
New York
-$233M
5
EIP
Epoch Investment Partners
New York
-$218M
Name Holding Trade Value Shares
Change 		Shares
Change %
OAM
1351
Oak Asset Management
California
$1.78M +$37.5K +250 +2%
WB
1352
WesBanco Bank
West Virginia
$1.77M -$26.4K -176 -1%
NP
1353
Ninepoint Partners
Ontario, Canada
$1.76M -$455K -3,030 -21%
CH
1354
Canton Hathaway
Rhode Island
$1.76M +$1.76M +11,695 New
BAC
1355
Boys Arnold & Co
North Carolina
$1.75M +$220K +1,460 +14%
SFG
1356
SevenBridge Financial Group
Pennsylvania
$1.75M – – –
TAMH
1357
Taikang Asset Management (HK)
Hong Kong
$1.74M – – –
WAS
1358
WESPAC Advisors SoCal
California
$1.74M -$57.8K -385 -3%
CA
1359
Clearstead Advisors
Ohio
$1.74M +$30.3K +202 +2%
AWM
1360
Altium Wealth Management
New York
$1.73M +$113K +755 +7%
SC
1361
Savant Capital
Illinois
$1.73M -$32.4K -216 -2%
IWC
1362
Integrated Wealth Concepts
Massachusetts
$1.71M +$98K +650 +6%
RS
1363
Robeco Schweiz
Switzerland
$1.71M +$126K +840 +8%
MSFP
1364
Mark Sheptoff Financial Planning
Connecticut
$1.71M +$75K +500 +5%
MCM
1365
Mainstay Capital Management
Michigan
$1.67M +$124K +828 +8%
KLI
1366
Kelman-Lazarov Inc
Tennessee
$1.67M -$238K -1,586 -12%
BPCA
1367
Bank Pictet & Cie (Asia)
Singapore
$1.67M +$30K +200 +2%
WAP
1368
Wealthcare Advisory Partners
Pennsylvania
$1.66M +$53.4K +356 +3%
FMWA
1369
Forvis Mazars Wealth Advisors
Missouri
$1.66M +$408K +2,718 +33%
SS
1370
Simplicity Solutions
Minnesota
$1.66M +$105K +700 +7%
OFS
1371
Orrstown Financial Services
Pennsylvania
$1.65M -$252K -1,678 -13%
AAS
1372
Annex Advisory Services
Wisconsin
$1.65M +$56.9K +379 +4%
IBOK
1373
Independence Bank of Kentucky
Kentucky
$1.65M -$42.9K -286 -3%
SWA
1374
SFMG Wealth Advisors
Texas
$1.64M +$145K +1,039 +10%
CWM
1375
Chesapeake Wealth Management
Virginia
$1.64M +$107K +714 +7%
53 54
55
56 57