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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 %
RM
1601
Resource Management
Louisiana
$891K +$25.6K +194 +3%
LC
1602
Lourd Capital
California
$885K +$12.8K +97 +1%
LB
1603
Legacy Bridge
Iowa
$885K +$885K +6,706 New
DI
1604
DAGCO Inc
Ohio
$884K +$884K +6,698 New
SBA
1605
Secrest Blakey & Associates
North Carolina
$883K -$30.2K -229 -3%
BIA
1606
Bigelow Investment Advisors
Maine
$883K – – –
SFG
1607
SNS Financial Group
Minnesota
$880K -$78.2K -593 -8%
CB
1608
Community Bank
New York
$880K – – –
GFP
1609
Gryphon Financial Partners
Ohio
$879K +$1.85K +14 +0.2%
SFA
1610
Sequoia Financial Advisors
Ohio
$875K +$6.73K +51 +0.8%
SAM
1611
Symphony Asset Management
California
$874K -$63.4K -480 -7%
GCM
1612
Galibier Capital Management
Ontario, Canada
$872K +$872K +6,611 New
GW
1613
GW & Wade
Massachusetts
$869K -$54.1K -410 -6%
BCM
1614
Blume Capital Management
California
$866K +$581K +4,403 +204%
MWC
1615
MBM Wealth Consultants
Missouri
$866K +$866K +6,561 New
BWM
1616
Bernicke Wealth Management
Wisconsin
$862K +$40.1K +304 +5%
NF
1617
Nikulski Financial
Iowa
$859K +$23.7K +180 +3%
HIC
1618
Holderness Investments Company
North Carolina
$854K +$36.3K +275 +4%
TIA
1619
Trust Investment Advisors
Indiana
$852K -$26.4K -200 -3%
CBFP
1620
Cedar Brook Financial Partners
Ohio
$851K +$851K +6,453 New
LWA
1621
Lenox Wealth Advisors
New York
$850K – – –
MA
1622
Mutual Advisors
Nebraska
$849K -$74.8K -567 -8%
LWAC
1623
Laurel Wealth Advisors (California)
California
$846K -$61.6K -467 -7%
SWA
1624
Stratos Wealth Advisors
Ohio
$843K +$843K +6,392 New
WCM
1625
Weatherstone Capital Management
Colorado
$841K +$841K +5,600 New
63 64
65
66 67