2,352 hedge funds and large institutions have $256B invested in Visa in 2019 Q1 according to their latest regulatory filings, with 174 funds opening new positions, 969 increasing their positions, 945 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,352
Holders Change
+68
Holders Change %
+2.98%
% of All Funds
50.99%
Holding in Top 10
525
Holding in Top 10 Change
+42
Holding in Top 10 Change %
+8.7%
% of All Funds
11.38%
New
174
Increased
969
Reduced
945
Closed
81
Calls
$2.27B
Puts
$1.96B
Net Calls
+$303M
Net Calls Change
-$363M
Name Holding Trade Value Shares
Change
Shares
Change %
NSIM
1876
North Star Investment Management
Illinois
$526K +$5.15K +33 +1%
MFG
1877
Merit Financial Group
Georgia
$524K +$524K +3,358 New
NNP
1878
Nachman Norwood & Parrott
South Carolina
$523K +$27.8K +178 +6%
BCA
1879
Bay Colony Advisors
Massachusetts
$523K +$28.6K +185 +6%
KF
1880
Krilogy Financial
Missouri
$521K +$38K +243 +8%
MSS
1881
Mitchell Sinkler & Starr
Pennsylvania
$518K +$35.2K +225 +7%
CMI
1882
Clare Market Investments
Texas
$510K -$12.8K -82 -2%
WA
1883
Wambolt & Associates
Colorado
$508K +$29.6K +188 +6%
TL
1884
TrueWealth LLC
Georgia
$505K
OIA
1885
OneDigital Investment Advisors
Kansas
$504K +$51.8K +332 +11%
PA
1886
Probity Advisors
Texas
$502K -$2.5K -16 -0.5%
GSIS
1887
Global Strategic Investment Solutions
Arizona
$499K
LWS
1888
Lucia Wealth Services
California
$491K +$67.6K +433 +16%
CRCM
1889
Crystal Rock Capital Management
Illinois
$491K +$491K +3,144 New
MAM
1890
Meeder Asset Management
Ohio
$489K -$1.58M -10,148 -76%
AWM
1891
Aevitas Wealth Management
Massachusetts
$489K -$27.2K -174 -5%
BWL
1892
Bogart Wealth LLC
Virginia
$487K +$86.1K +552 +21%
TWA
1893
TCI Wealth Advisors
Arizona
$486K -$79K -506 -14%
VCM
1894
Virtue Capital Management
Tennessee
$486K +$2.97K +19 +0.6%
HIC
1895
Harvey Investment Company
Kentucky
$483K
FNBOO
1896
First National Bank of Omaha
Nebraska
$479K -$93.7K -600 -16%
IFAM
1897
Institutional & Family Asset Management
Colorado
$477K -$7.33K -47 -2%
DAM
1898
Delta Asset Management
Tennessee
$474K -$7.81K -50 -2%
PCM
1899
Pointe Capital Management
Michigan
$474K +$29.1K +186 +7%
M
1900
Mirova
France
$473K -$5.03M -32,246 -91%