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Visa
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Overview Fund Activity

2,284 hedge funds and large institutions have $213B invested in Visa in 2018 Q4 according to their latest regulatory filings, with 287 funds opening new positions, 865 increasing their positions, 891 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,284
Holders Change
+143
Holders Change %
+6.68%
% of All Funds
50.97%
Holding in Top 10
483
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+2.99%
% of All Funds
10.78%
New
287
Increased
865
Reduced
891
Closed
120
Calls
$2.59B
Puts
$1.92B
Net Calls
+$666M
Net Calls Change
+$786M

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
+$644M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$476M
3
Capital International Investors
Capital International Investors
California
+$294M
4
MSE
MUFG Securities EMEA
United Kingdom
+$277M
5
Renaissance Technologies
Renaissance Technologies
New York
+$220M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$541M
2
Citadel Advisors
Citadel Advisors
Florida
-$406M
3
JSP
Jackson Square Partners
California
-$346M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$306M
5
Deutsche Bank
Deutsche Bank
Germany
-$276M
Name Holding Trade Value Shares
Change 		Shares
Change %
FL
1401
Fort LP
Maryland
$1.58M +$679K +5,144 +75%
OAM
1402
Oak Asset Management
California
$1.58M +$13.2K +100 +0.8%
LPT
1403
Legacy Private Trust
Wisconsin
$1.57M -$26.4K -200 -2%
GPA
1404
Garrison Point Advisors
California
$1.57M +$1.57M +11,911 New
SWM
1405
SeaCrest Wealth Management
New York
$1.56M -$570K -4,320 -27%
PWPS
1406
Pinnacle Wealth Planning Services
Ohio
$1.56M -$107K -812 -6%
LMIM
1407
Lockheed Martin Investment Management
Maryland
$1.56M -$567K -4,300 -27%
CA
1408
Clearstead Advisors
Ohio
$1.55M +$21.9K +166 +1%
FSA
1409
Fort Sheridan Advisors
Illinois
$1.55M +$1.55M +11,726 New
BAC
1410
Boys Arnold & Co
North Carolina
$1.54M +$16.4K +125 +1%
SFG
1411
SevenBridge Financial Group
Pennsylvania
$1.54M -$4.75K -36 -0.3%
DS
1412
Dudley & Shanley
Florida
$1.53M -$1.4M -10,602 -48%
DAC
1413
Dividend Assets Capital
South Carolina
$1.53M +$456K +3,453 +43%
AAS
1414
Annex Advisory Services
Wisconsin
$1.52M +$71K +538 +5%
MSFP
1415
Mark Sheptoff Financial Planning
Connecticut
$1.52M +$13.2K +100 +0.9%
WAP
1416
Wealthcare Advisory Partners
Pennsylvania
$1.5M +$41.7K +316 +3%
CWM
1417
Chesapeake Wealth Management
Virginia
$1.5M +$61.1K +463 +4%
AWA
1418
AmeriServ Wealth Advisors
Pennsylvania
$1.49M -$439K -3,330 -23%
FBT
1419
First Bank & Trust
South Dakota
$1.49M +$26K +197 +2%
FMWA
1420
Forvis Mazars Wealth Advisors
Missouri
$1.48M +$22K +167 +2%
CWAG
1421
Compton Wealth Advisory Group
Virginia
$1.47M +$1.47M +11,110 New
BAM
1422
Belpointe Asset Management
Nevada
$1.46M +$548K +4,154 +60%
RC
1423
RegentAtlantic Capital
New Jersey
$1.46M +$86.8K +658 +6%
NFG
1424
Next Financial Group
Texas
$1.46M +$371K +2,813 +34%
WB
1425
WesBanco Bank
West Virginia
$1.46M -$95.8K -726 -6%
55 56
57
58 59