V icon

Visa
V

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 %
BCM
1826
Breiter Capital Management
Florida
$345K +$13.2K +88 +4%
MWM
1827
Merriman Wealth Management
Washington
$342K -$150 -1 -0%
CAN
1828
Claraphi Advisory Network
United States
$342K +$342K +2,276 New
SFC
1829
SYM Financial Corp
Indiana
$342K +$342K +2,278 New
NGA
1830
Naples Global Advisors
Florida
$340K -$4.2K -28 -1%
MFG
1831
Monte Financial Group
Connecticut
$340K +$3.15K +21 +0.9%
TDC
1832
Thompson Davis & Co
Virginia
$339K +$9.62K +64 +3%
WFMPM
1833
Woodley Farra Manion Portfolio Management
Indiana
$339K +$339K +2,261 New
LA
1834
LVW Advisors
New York
$337K – – –
SIM
1835
Sterling Investment Management
Arizona
$336K – – –
BFG
1836
Barber Financial Group
Kansas
$336K +$3.9K +26 +1%
WWM
1837
Wagner Wealth Management
South Carolina
$336K +$9.75K +65 +3%
VCWA
1838
Vanguard Capital Wealth Advisors
Colorado
$334K -$2.4K -16 -0.7%
BCM
1839
Becker Capital Management
Oregon
$332K – – –
AIP
1840
ARS Investment Partners
New York
$328K +$11.4K +76 +4%
NG
1841
Northstar Group
New York
$327K – – –
1IA
1842
1834 Investment Advisors
Wisconsin
$326K – – –
MIG
1843
McGuire Investment Group
Rhode Island
$326K +$326K +2,170 New
HIS
1844
Horizon Investment Services
Indiana
$325K +$26.9K +179 +9%
RTS
1845
Round Table Services
New Jersey
$325K +$325K +2,164 New
SMH
1846
Sanders Morris Harris
Texas
$324K – – –
BCM
1847
Blume Capital Management
California
$324K – – –
FA
1848
Fortis Advisors
Pennsylvania
$323K – – –
RIA
1849
RPG Investment Advisory
California
$320K -$120K -798 -27%
OWA
1850
One Wealth Advisors
California
$318K – – –
72 73
74
75 76