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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 %
CB
1526
Community Bank
New York
$1M +$116K +770 +13%
CCB
1527
Cutter & Co Brokerage
Missouri
$1M +$502K +3,346 +100%
TIA
1528
Trust Investment Advisors
Indiana
$1M +$30K +200 +3%
PCG
1529
Private Capital Group
Connecticut
$1M +$141K +942 +16%
GFP
1530
Gryphon Financial Partners
Ohio
$997K +$707K +4,716 +244%
LC
1531
Lourd Capital
California
$993K +$993K +6,614 New
SFA
1532
Sequoia Financial Advisors
Ohio
$988K -$38K -253 -4%
RM
1533
Resource Management
Louisiana
$985K +$39.6K +264 +4%
PCM
1534
Prana Capital Management
Connecticut
$983K -$1.63M -10,861 -62%
BCM
1535
Brookstone Capital Management
Illinois
$982K -$62.3K -415 -6%
ICM
1536
IMS Capital Management
Oregon
$980K -$8.4K -56 -0.9%
CRWM
1537
Castle Rock Wealth Management
California
$976K -$82.2K -584 -8%
HVIA
1538
Hudson Valley Investment Advisors
New York
$972K +$972K +6,475 New
CCT
1539
Country Club Trust
Missouri
$971K +$60.2K +401 +7%
GLA
1540
Good Life Advisors
Pennsylvania
$968K +$107K +709 +12%
LWA
1541
Lenox Wealth Advisors
New York
$967K +$297K +1,981 +44%
SGI
1542
Summit Global Investments
Utah
$966K +$63.9K +426 +7%
VCM
1543
Virtue Capital Management
Tennessee
$959K +$245K +1,631 +34%
IUHSA
1544
Itau Unibanco Holding S.A.
Brazil
$943K -$43.2K -288 -4%
BEAM
1545
Baker Ellis Asset Management
Washington
$940K – – –
BST
1546
Bath Savings Trust
Maine
$939K +$68.4K +456 +8%
BWM
1547
Bernicke Wealth Management
Wisconsin
$935K +$59.6K +397 +7%
TWM
1548
Titus Wealth Management
California
$934K +$4.21K +28 +0.5%
HIC
1549
Holderness Investments Company
North Carolina
$930K +$7.5K +50 +0.8%
CA
1550
Cambridge Advisors
Nebraska
$927K +$5.7K +38 +0.6%
60 61
62
63 64