2,071 hedge funds and large institutions have $198B invested in Visa in 2018 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 795 increasing their positions, 917 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,071
Holders Change
+39
Holders Change %
+1.92%
% of All Funds
47.53%
Holding in Top 10
363
Holding in Top 10 Change
+29
Holding in Top 10 Change %
+8.68%
% of All Funds
8.33%
New
132
Increased
795
Reduced
917
Closed
66
Calls
$2.02B
Puts
$2.82B
Net Calls
-$801M
Net Calls Change
-$2.95B
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
1601
Cornerstone Wealth Management
Missouri
$584K +$10.1K +86 +2%
HTHT
1602
Hemenway Trust Hemenway Trust
New Hampshire
$583K -$21.5K -180 -4%
WI
1603
Wedgewood Investors
Pennsylvania
$583K +$17.9K +150 +3%
NED
1604
Nancy E. Dempze
$582K -$11.5K -96 -2%
JFA
1605
JNBA Financial Advisors
Minnesota
$581K -$12K -100 -2%
HFA
1606
High Falls Advisors
New York
$578K -$100K -839 -15%
HA
1607
Harfst & Associates
Wyoming
$575K +$21K +176 +4%
VV
1608
Verity & Verity
South Carolina
$574K +$88.5K +740 +18%
VIMU
1609
Veritas Investment Management (UK)
United Kingdom
$574K +$574K +4,800 New
SBSB
1610
Sullivan, Bruyette, Speros & Blaney
Virginia
$569K
SHGA
1611
Sand Hill Global Advisors
California
$568K -$8.02M -67,028 -93%
CPSAC
1612
Chas P. Smith & Associates (CPS)
Florida
$566K -$16.6K -139 -3%
WIC
1613
Whitegate Investment Counselors
New Hampshire
$565K -$16.9K -141 -3%
LFR
1614
Lehman Financial Resources
Pennsylvania
$562K -$478K -4,000 -46%
CL
1615
CPWM LLC
Washington
$557K -$2.67M -22,344 -83%
IWP
1616
Icon Wealth Partners
Texas
$556K -$58.5K -489 -10%
WP
1617
WealthPLAN Partners
Nebraska
$553K +$15.2K +127 +3%
HAIM
1618
Hunter Associates Investment Management
Pennsylvania
$553K +$239K +2,000 +76%
TPW
1619
Tiller Private Wealth
Pennsylvania
$551K +$2.63K +22 +0.5%
KSA
1620
Ken Stern & Associates
California
$549K +$837 +7 +0.2%
JA
1621
JLB & Associates
Michigan
$546K -$11.9K -100 -2%
LBA
1622
Letko, Brosseau & Associates
Quebec, Canada
$545K
MWM
1623
Mission Wealth Management
California
$544K -$8.38K -70 -2%
LWA
1624
Lenox Wealth Advisors
New York
$543K +$539K +4,504 +12,511%
MCM
1625
MV Capital Management
Maryland
$542K +$60.1K +502 +12%