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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 %
WCWM
1676
Willow Creek Wealth Management
California
$609K -$13.1K -87 -2%
WF
1677
WoodTrust Financial
Wisconsin
$609K – – –
BC
1678
Bartlett & Co
Ohio
$609K +$124K +829 +26%
BCWM
1679
Bartlett & Co Wealth Management
Ohio
$609K +$124K +829 +26%
BMC
1680
Beaton Management Company
Massachusetts
$608K – – –
BW
1681
Biegel & Waller
Maryland
$606K +$325K +2,165 +116%
PSC
1682
Prentiss Smith & Co
Vermont
$600K – – –
BB
1683
Busey Bank
Illinois
$600K +$110K +732 +22%
CPO
1684
Cerity Partners OCIO
New York
$598K -$3.3K -22 -0.5%
BCA
1685
Berman Capital Advisors
Georgia
$592K +$75.5K +502 +15%
DWM
1686
Destination Wealth Management
California
$592K +$301K +2,004 +103%
CAC
1687
Certified Advisory Corp
Florida
$588K -$22.2K -148 -4%
WP
1688
WealthPLAN Partners
Nebraska
$582K -$60K -450 -9%
AB
1689
AT Bancorp
Iowa
$578K +$11.7K +78 +2%
IIC
1690
Integrated Investment Consultants
Michigan
$576K – – –
MPIA
1691
Mountain Pacific Investment Advisers
Idaho
$570K – – –
PGWM
1692
Parisi Gray Wealth Management
New Jersey
$568K +$76.3K +509 +16%
TI
1693
Truepoint Inc
Ohio
$567K +$41.6K +277 +8%
HHGA
1694
Halbert Hargrove Global Advisors
California
$563K -$19.8K -132 -3%
MWPCG
1695
Measured Wealth Private Client Group
New Hampshire
$561K +$167K +1,114 +42%
VI
1696
Versor Investments
New York
$555K -$15K -100 -3%
HR
1697
Howe & Rusling
New York
$554K -$843K -5,619 -60%
SLT
1698
St Louis Trust
Missouri
$549K – – –
BL
1699
BFSG LLC
California
$546K +$38.4K +256 +8%
GC
1700
Grimes & Company
Massachusetts
$544K -$11.1K -74 -2%
66 67
68
69 70