2,115 hedge funds and large institutions have $218B invested in Visa in 2018 Q2 according to their latest regulatory filings, with 121 funds opening new positions, 866 increasing their positions, 833 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,115
Holders Change
+44
Holders Change %
+2.12%
% of All Funds
48.49%
Holding in Top 10
428
Holding in Top 10 Change
+65
Holding in Top 10 Change %
+17.91%
% of All Funds
9.81%
New
121
Increased
866
Reduced
833
Closed
61
Calls
$1.8B
Puts
$1.62B
Net Calls
+$184M
Net Calls Change
+$985M
Name Holding Trade Value Shares
Change
Shares
Change %
NCM
1826
Nelson Capital Management
California
$314K -$66.2K -500 -17%
BWM
1827
Buckley Wealth Management
Nevada
$313K -$37.7K -284 -11%
RWM
1828
RKL Wealth Management
Pennsylvania
$306K -$10.9K -82 -3%
BWL
1829
Bogart Wealth LLC
Virginia
$306K +$28.3K +214 +10%
OSAM
1830
O'Shaughnessy Asset Management
Connecticut
$305K +$302K +2,278 +10,848%
NGA
1831
Naples Global Advisors
Florida
$304K +$16.8K +127 +6%
MWM
1832
Merriman Wealth Management
Washington
$302K -$6.63K -50 -2%
TFO
1833
Tarbox Family Office
California
$302K
OMC
1834
Old Mission Capital
Illinois
$299K +$299K +2,260 New
LA
1835
LVW Advisors
New York
$298K -$6.36K -48 -2%
VCWA
1836
Vanguard Capital Wealth Advisors
Colorado
$297K -$132K -1,000 -31%
MFG
1837
Monte Financial Group
Connecticut
$297K +$3.84K +29 +1%
SIM
1838
Sterling Investment Management
Arizona
$296K +$19.8K +150 +7%
CSIA
1839
Charles Schwab Investment Advisory
California
$295K +$295K +2,226 New
PHK
1840
Point72 Hong Kong
Hong Kong
$294K -$189K -1,424 -39%
AC
1841
Allstate Corporation
Illinois
$294K +$294K +2,216 New
BCM
1842
Becker Capital Management
Oregon
$293K -$46.9K -354 -14%
BCM
1843
Breiter Capital Management
Florida
$293K +$265 +2 +0.1%
BFG
1844
Barber Financial Group
Kansas
$293K +$26.5K +200 +10%
Kovitz Investment Group Partners
1845
Kovitz Investment Group Partners
Illinois
$292K -$54.7K -413 -16%
WCM
1846
Wedge Capital Management
North Carolina
$292K +$10.7K +81 +4%
PWSG
1847
Pacific Wealth Strategies Group
California
$292K +$35.1K +265 +14%
AW
1848
Alpha Windward
Massachusetts
$291K -$13.8K -104 -5%
CAM
1849
Claret Asset Management
Quebec, Canada
$291K
TDC
1850
Thompson Davis & Co
Virginia
$290K +$22.5K +170 +8%