2,380 hedge funds and large institutions have $282B invested in Visa in 2019 Q2 according to their latest regulatory filings, with 121 funds opening new positions, 961 increasing their positions, 1,025 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,380
Holders Change
+28
Holders Change %
+1.19%
% of All Funds
51.77%
Holding in Top 10
568
Holding in Top 10 Change
+43
Holding in Top 10 Change %
+8.19%
% of All Funds
12.36%
New
121
Increased
961
Reduced
1,025
Closed
66
Calls
$2.64B
Puts
$2.65B
Net Calls
-$2.52M
Net Calls Change
-$306M
Name Holding Trade Value Shares
Change
Shares
Change %
VWM
1751
Venturi Wealth Management
Texas
$827K -$98.4K -567 -11%
HCM
1752
Hilton Capital Management
New York
$826K
LJAC
1753
L.J. Altfest & Co
New York
$825K +$26K +150 +3%
WSC
1754
Wellington Shields & Co
New York
$824K
JA
1755
JLB & Associates
Michigan
$821K +$20.5K +118 +3%
BOPW
1756
Brandywine Oak Private Wealth
Pennsylvania
$814K +$12.8K +74 +2%
IA
1757
IFG Advisory
Georgia
$812K +$36.1K +208 +5%
WWM
1758
Windsor Wealth Management
Indiana
$811K -$26.5K -152 -3%
TIA
1759
Traphagen Investment Advisors
New Jersey
$811K +$4.51K +26 +0.6%
RM
1760
Resource Management
Louisiana
$806K -$425K -2,450 -35%
HCM
1761
Horiko Capital Management
New York
$804K
PK
1762
Pflug Koory
Nebraska
$799K -$13K -75 -2%
HFS
1763
Haverford Financial Services
Pennsylvania
$798K -$133K -765 -14%
GD
1764
Grandfield & Dodd
New York
$798K -$24.3K -140 -3%
MFW
1765
Mosaic Family Wealth
Missouri
$797K +$19.1K +110 +2%
MPIA
1766
Mountain Pacific Investment Advisers
Idaho
$791K +$132K +760 +20%
CPO
1767
Cerity Partners OCIO
New York
$777K +$133K +767 +21%
JIR
1768
James Investment Research
Ohio
$776K +$503K +2,897 +184%
PWMAG
1769
Pinnacle Wealth Management Advisory Group
New Jersey
$773K
WANY
1770
Wealthspire Advisors (New York)
New York
$773K +$773K +4,452 New
EA
1771
Emerald Advisers
Pennsylvania
$770K +$134K +774 +21%
PPP
1772
Private Portfolio Partners
New Jersey
$770K +$182K +1,048 +31%
WF
1773
WoodTrust Financial
Wisconsin
$768K
PWMG
1774
Prestige Wealth Management Group
New Jersey
$767K +$43K +248 +6%
MCC
1775
Malaga Cove Capital
California
$765K +$346K +1,991 +82%