2,071 hedge funds and large institutions have $198B invested in Visa in 2018 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 795 increasing their positions, 917 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,071
Holders Change
+39
Holders Change %
+1.92%
% of All Funds
47.53%
Holding in Top 10
363
Holding in Top 10 Change
+29
Holding in Top 10 Change %
+8.68%
% of All Funds
8.33%
New
132
Increased
795
Reduced
917
Closed
66
Calls
$2.02B
Puts
$2.82B
Net Calls
-$801M
Net Calls Change
-$2.95B
Name Holding Trade Value Shares
Change
Shares
Change %
EWM
1851
Empirical Wealth Management
Washington
$254K -$29.9K -250 -11%
OWA
1852
One Wealth Advisors
California
$254K
WCM
1853
Wedge Capital Management
North Carolina
$254K +$5.15K +43 +2%
IWA
1854
Inspirion Wealth Advisors
Illinois
$253K
WWM
1855
Wagner Wealth Management
South Carolina
$252K +$119 +1 +0%
AR
1856
Advisory Research
Illinois
$251K -$187K -1,566 -43%
SIM
1857
Sterling Investment Management
Arizona
$250K -$35.9K -300 -13%
DWM
1858
Doyle Wealth Management
Florida
$250K -$26.8K -224 -10%
AIP
1859
Almanack Investment Partners
Pennsylvania
$248K +$27K +225 +12%
BC
1860
Barnett & Company
Tennessee
$247K -$89K -744 -26%
CCM
1861
Cadence Capital Management
Massachusetts
$247K -$13.5K -113 -5%
EWF
1862
Epstein & White Financial
California
$246K +$15.8K +132 +7%
ATC
1863
Adirondack Trust Company
New York
$245K -$17.3K -136 -7%
SGA
1864
Strategic Global Advisors
California
$244K
WC
1865
Weil Company
California
$244K +$12K +100 +5%
PFGIA
1866
Patriot Financial Group Insurance Agency
Massachusetts
$244K +$38.2K +322 +19%
AMCA
1867
Arthur M. Cohen & Associates
Illinois
$243K -$11.1K -94 -4%
CS
1868
Cannell & Spears
New York
$243K
RAM
1869
Roanoke Asset Management
New Jersey
$243K
TDC
1870
Thompson Davis & Co
Virginia
$242K +$40.6K +339 +20%
BFG
1871
Barber Financial Group
Kansas
$241K -$7.18K -60 -3%
FC
1872
Fulcrum Capital
Washington
$241K
BHBT
1873
Burke & Herbert Bank & Trust
Virginia
$241K
HBT
1874
Hills Bank & Trust
Iowa
$241K +$12K +100 +5%
GFP
1875
Gryphon Financial Partners
Ohio
$239K -$13.2K -110 -5%