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Visa
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Overview Fund Activity

2,352 hedge funds and large institutions have $256B invested in Visa in 2019 Q1 according to their latest regulatory filings, with 174 funds opening new positions, 969 increasing their positions, 945 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,352
Holders Change
+68
Holders Change %
+2.98%
% of All Funds
50.99%
Holding in Top 10
525
Holding in Top 10 Change
+42
Holding in Top 10 Change %
+8.7%
% of All Funds
11.38%
New
174
Increased
969
Reduced
945
Closed
81
Calls
$2.27B
Puts
$1.96B
Net Calls
+$303M
Net Calls Change
-$363M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.75B
2
Capital World Investors
Capital World Investors
California
+$715M
3
Capital International Investors
Capital International Investors
California
+$569M
4
CWM
CIBC World Markets
New York
+$401M
5
VOYA Investment Management
VOYA Investment Management
Georgia
+$401M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$492M
2
Viking Global Investors
Viking Global Investors
Connecticut
-$477M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$460M
4
Asset Management One
Asset Management One
Japan
-$316M
5
CC
Cornerstone Capital
California
-$285M
Name Holding Trade Value Shares
Change 		Shares
Change %
FSA
1401
Fort Sheridan Advisors
Illinois
$1.89M +$53.9K +345 +3%
AWM
1402
Alterna Wealth Management
Texas
$1.88M -$1.56M -9,997 -45%
TH
1403
TCTC Holdings
Texas
$1.88M – – –
CCI
1404
Credit Capital Investments
New Jersey
$1.87M +$781K +5,000 +71%
ED
1405
Exane Derivatives
France
$1.87M +$403K +2,579 +27%
WB
1406
WesBanco Bank
West Virginia
$1.87M +$142K +907 +8%
GPA
1407
Garrison Point Advisors
California
$1.87M +$5.16K +33 +0.3%
GRP
1408
Global Retirement Partners
California
$1.86M -$53.9K -345 -3%
SWM
1409
SeaCrest Wealth Management
New York
$1.85M +$781 +5 +0%
LPT
1410
Legacy Private Trust
Wisconsin
$1.85M -$18.4K -118 -1%
MIC
1411
Means Investment Company
Maine
$1.85M +$406K +2,601 +28%
LMIM
1412
Lockheed Martin Investment Management
Maryland
$1.84M – – –
OAM
1413
Oak Asset Management
California
$1.84M -$31.2K -200 -2%
Kovitz Investment Group Partners
1414
Kovitz Investment Group Partners
Illinois
$1.84M +$1.6M +10,256 +675%
BFM
1415
Boothbay Fund Management
New York
$1.84M -$982K -6,291 -35%
SFG
1416
SevenBridge Financial Group
Pennsylvania
$1.83M +$15K +96 +0.8%
AAS
1417
Annex Advisory Services
Wisconsin
$1.83M +$30.1K +193 +2%
BWAM
1418
Boyd Watterson Asset Management
Ohio
$1.83M +$182K +1,164 +11%
PFS
1419
Prospera Financial Services
Texas
$1.83M +$749K +4,753 +69%
RC
1420
RegentAtlantic Capital
New Jersey
$1.82M +$92.9K +595 +5%
HFM
1421
Hartford Financial Management
Connecticut
$1.82M +$236K +1,508 +15%
CA
1422
Clearstead Advisors
Ohio
$1.81M -$24.5K -157 -1%
WAP
1423
Wealthcare Advisory Partners
Pennsylvania
$1.81M +$28K +179 +2%
MSFP
1424
Mark Sheptoff Financial Planning
Connecticut
$1.8M +$6.25K +40 +0.3%
CWM
1425
Chesapeake Wealth Management
Virginia
$1.8M +$23.1K +148 +1%
55 56
57
58 59