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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 %
SIAS
1826
Shine Investment Advisory Services
Colorado
$733K +$19.1K +111 +3%
KPW
1827
Kore Private Wealth
New York
$728K -$38.3K -220 -5%
BCP
1828
Berkeley Capital Partners
Georgia
$726K +$48.8K +284 +7%
CAC
1829
Certified Advisory Corp
Florida
$725K +$8.25K +48 +1%
FNBOO
1830
First National Bank of Omaha
Nebraska
$725K +$112K +649 +18%
GSC
1831
G&S Capital
Colorado
$724K +$641K +3,728 +775%
NS
1832
NewDay Solutions
New Hampshire
$722K +$67K +375 +10%
PFGIA
1833
Patriot Financial Group Insurance Agency
Massachusetts
$722K +$90.8K +528 +14%
STMM
1834
South Texas Money Management
Texas
$721K +$255K +1,482 +55%
SFWC
1835
Strategic Family Wealth Counselors
New Jersey
$720K +$20.8K +121 +3%
CAM
1836
Cozad Asset Management
Illinois
$720K +$76.1K +442 +12%
ATFA
1837
All Terrain Financial Advisors
Minnesota
$720K +$79.1K +458 +12%
SBA
1838
Secrest Blakey & Associates
North Carolina
$718K -$2.93K -17 -0.4%
BB
1839
Bell Bank
North Dakota
$718K +$1.72K +10 +0.2%
PFO
1840
Pathstone Family Office
New Jersey
$717K +$181K +1,051 +34%
PSC
1841
Prentiss Smith & Co
Vermont
$716K – – –
AHB
1842
Abner Herrman & Brock
New Jersey
$715K -$112K -649 -14%
MSS
1843
Mitchell Sinkler & Starr
Pennsylvania
$715K +$145K +840 +25%
AFA
1844
Arlington Financial Advisors
California
$711K -$28.4K -165 -4%
HPWM
1845
Highland Private Wealth Management
Washington
$704K -$123K -714 -15%
GIA
1846
Guyasuta Investment Advisors
Pennsylvania
$703K – – –
JA
1847
JOYN Advisors
Georgia
$700K +$20.5K +119 +3%
PGWM
1848
Parisi Gray Wealth Management
New Jersey
$696K +$31.8K +185 +5%
OFG
1849
Omega Financial Group
California
$695K -$46.3K -269 -6%
AssetMark Inc
1850
AssetMark Inc
California
$695K +$32K +186 +5%
72 73
74
75 76