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Visa
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Overview Fund Activity

2,424 hedge funds and large institutions have $278B invested in Visa in 2019 Q3 according to their latest regulatory filings, with 119 funds opening new positions, 969 increasing their positions, 1,056 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,424
Holders Change
+44
Holders Change %
+1.85%
% of All Funds
53.24%
Holding in Top 10
550
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-3.17%
% of All Funds
12.08%
New
119
Increased
969
Reduced
1,056
Closed
59
Calls
$3.23B
Puts
$3.75B
Net Calls
-$516M
Net Calls Change
-$514M

Top Buyers

1
BlackRock
BlackRock
New York
+$393M
2
Victory Capital Management
Victory Capital Management
Texas
+$391M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$333M
4
Capital International Investors
Capital International Investors
California
+$316M
5
Two Sigma Advisers
Two Sigma Advisers
New York
+$244M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$903M
2
USAA
United Services Automobile Association
Texas
-$472M
3
Capital World Investors
Capital World Investors
California
-$466M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$275M
5
Artisan Partners
Artisan Partners
Wisconsin
-$230M
Name Holding Trade Value Shares
Change 		Shares
Change %
RT
1651
Rockland Trust
Massachusetts
$1.2M +$660K +3,818 +122%
MJP
1652
Michael J. Puzo
$1.2M -$60.3K -350 -5%
BOC
1653
Barbara Oil Co
Illinois
$1.2M – – –
EW
1654
Evoke Wealth
California
$1.19M +$1.19M +6,934 New
GW
1655
GW & Wade
Massachusetts
$1.19M +$3.61K +21 +0.3%
NFC
1656
Northeast Financial Consultants
Connecticut
$1.18M +$70.5K +410 +6%
DBRC
1657
D.B. Root & Company
Pennsylvania
$1.18M -$232K -1,350 -16%
PC
1658
PA Capital
Virginia
$1.17M -$291K -1,689 -20%
CWM
1659
Confluence Wealth Management
Oregon
$1.17M -$2.75K -16 -0.2%
PI
1660
PFS Investments
Georgia
$1.17M +$579K +3,369 +99%
CB
1661
Community Bank
New York
$1.15M -$24.1K -140 -2%
FIA
1662
Foundations Investment Advisors
Arizona
$1.14M +$149K +861 +15%
SVWAG
1663
Sound View Wealth Advisors Group
Georgia
$1.13M +$28.7K +167 +3%
WWM
1664
WT Wealth Management
Arizona
$1.13M +$1.13M +6,565 New
BLAM
1665
Bourne Lent Asset Management
New York
$1.12M -$206K -1,200 -16%
MFG
1666
Magnus Financial Group
New York
$1.12M +$3.44K +20 +0.3%
BCM
1667
Blume Capital Management
California
$1.11M – – –
NBG
1668
Nancy B. Gardiner
$1.11M -$84.3K -490 -7%
BWM
1669
Bernicke Wealth Management
Wisconsin
$1.11M +$95.3K +554 +9%
MSWM
1670
Mader & Shannon Wealth Management
Missouri
$1.11M +$1.11M +6,425 New
RWM
1671
Ritholtz Wealth Management
New York
$1.1M +$116K +675 +12%
NFG
1672
Nations Financial Group
Iowa
$1.1M +$777K +4,342 +239%
SIM
1673
Sonora Investment Management
Arizona
$1.1M +$789K +4,588 +256%
BO
1674
BRR OpCo
Ohio
$1.1M +$15.8K +92 +1%
SMFS
1675
Squar Milner Financial Services
California
$1.1M +$630K +3,152 +136%
65 66
67
68 69