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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 %
OWA
1851
One Wealth Advisors
California
$695K +$356K +2,069 +105%
BW
1852
Bison Wealth
Georgia
$694K +$10.3K +60 +2%
AC
1853
Avestar Capital
New York
$693K +$216K +1,255 +45%
FNBSF
1854
First National Bank Sioux Falls
South Dakota
$690K +$13.1K +76 +2%
PCIA
1855
Prime Capital Investment Advisors
Kansas
$688K +$169K +984 +33%
BCA
1856
Berman Capital Advisors
Georgia
$682K +$5.5K +32 +0.8%
COI
1857
Capital One Investing
Virginia
$681K +$14.6K +85 +2%
CB
1858
CNB Bank
Pennsylvania
$681K +$277K +1,610 +69%
PT
1859
Plimoth Trust
Massachusetts
$681K +$459K +2,665 +206%
SFG
1860
SNS Financial Group
Minnesota
$680K -$263K -1,530 -28%
LC
1861
Lindbrook Capital
California
$680K +$8.6K +50 +1%
KF
1862
Krilogy Financial
Missouri
$678K +$18.6K +108 +3%
AWE
1863
Avidian Wealth Enterprises
Texas
$678K +$117K +680 +21%
MFG
1864
Merit Financial Group
Georgia
$677K +$73.8K +429 +12%
EWA
1865
ERTS Wealth Advisors
Michigan
$675K -$38.7K -225 -5%
AL
1866
Aspiriant LLC
California
$674K -$151K -879 -18%
CIM
1867
Confluence Investment Management
Missouri
$672K -$71.7K -417 -10%
SAM
1868
SignalPoint Asset Management
Missouri
$669K +$8.08K +47 +1%
SIM
1869
SSI Investment Management
California
$668K -$12.4K -72 -2%
WDL
1870
Well Done LLC
Michigan
$667K +$25.8K +150 +4%
LFA
1871
Legacy Financial Advisors
Kentucky
$665K +$1.2K +7 +0.2%
PIA
1872
Pinion Investment Advisors
Kansas
$664K +$12K +70 +2%
IC
1873
Inverness Counsel
New York
$659K +$659K +3,831 New
BL
1874
BFSG LLC
California
$658K +$31.8K +185 +5%
BMC
1875
Beaton Management Company
Massachusetts
$654K – – –
73 74
75
76 77