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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 %
FPFS
1401
First Personal Financial Services
North Carolina
$1.52M +$29.6K +197 +2%
RCAG
1402
Rehmann Capital Advisory Group
Michigan
$1.51M +$12.8K +85 +0.8%
GI
1403
Glovista Investments
New Jersey
$1.51M +$300 +2 +0%
EWM
1404
Evermay Wealth Management
Virginia
$1.51M -$69.8K -465 -4%
HWA
1405
Heritage Wealth Advisors
Virginia
$1.5M -$37.5K -250 -2%
VFM
1406
Viking Fund Management
North Dakota
$1.5M -$150K -1,000 -9%
AA
1407
ALPS Advisors
Colorado
$1.5M +$720K +4,797 +92%
WI
1408
WrapManager Inc
California
$1.49M +$123K +817 +9%
RC
1409
Roundview Capital
New Jersey
$1.49M +$55.5K +370 +4%
WCF
1410
West Coast Financial
California
$1.49M +$667K +4,442 +81%
VFPI
1411
Vantage Financial Partners (Illinois)
Illinois
$1.47M -$45K -300 -3%
AWM
1412
Aries Wealth Management
Maine
$1.45M – – –
EWG
1413
Executive Wealth Group
Washington
$1.45M +$150 +1 +0%
Carson Wealth (CWM LLC)
1414
Carson Wealth (CWM LLC)
Nebraska
$1.44M +$1.02M +6,795 +240%
MJP
1415
Michael J. Puzo
$1.43M -$30K -200 -2%
WBC
1416
West Branch Capital
Massachusetts
$1.43M -$273K -1,819 -16%
TNAM
1417
Terra Nova Asset Management
New York
$1.43M -$256K -1,708 -15%
OA
1418
Oak Associates
Ohio
$1.43M – – –
CC
1419
Centiva Capital
New York
$1.43M +$1.43M +9,500 New
RMAM
1420
Raab & Moskowitz Asset Management
New Jersey
$1.42M -$27.2K -181 -2%
AIC
1421
Ayalon Insurance Company
Israel
$1.42M – – –
LPIC
1422
LeJeune Puetz Investment Counsel
Michigan
$1.42M -$30K -200 -2%
TA
1423
Tiedemann Advisors
New York
$1.42M -$95.9K -639 -6%
AAMA
1424
Advanced Asset Management Advisors
Ohio
$1.41M -$203K -1,355 -13%
BTNA
1425
Bremer Trust National Association
Minnesota
$1.41M -$106K -704 -7%
55 56
57
58 59