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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 %
VAG
1876
VisionPoint Advisory Group
Texas
$654K +$83.6K +475 +15%
TNBTD
1877
Trustmark National Bank Trust Department
Mississippi
$653K -$270K -1,567 -29%
AWM
1878
Alterna Wealth Management
Texas
$649K – – –
CIP
1879
Convergence Investment Partners
Florida
$648K -$24.6K -143 -4%
ZF
1880
Zhang Financial
Michigan
$648K +$7.75K +45 +1%
WAG
1881
Winthrop Advisory Group
Massachusetts
$648K +$11.9K +69 +2%
BWL
1882
Bogart Wealth LLC
Virginia
$648K +$64.7K +376 +11%
WWM
1883
Windsor Wealth Management
Indiana
$644K -$148K -869 -19%
JIC
1884
Joel Isaacson & Co
New York
$643K -$3.27K -19 -0.5%
MCM
1885
Maryland Capital Management
Maryland
$642K -$78.8K -458 -11%
GCP
1886
GSA Capital Partners
United Kingdom
$641K +$641K +3,728 New
PPP
1887
Private Portfolio Partners
New Jersey
$640K -$123K -716 -16%
GCMG
1888
Gyroscope Capital Management Group
Florida
$640K – – –
WA
1889
Wambolt & Associates
Colorado
$639K +$17.7K +103 +3%
RTC
1890
Riverview Trust Company
Washington
$635K -$71.7K -417 -10%
HH
1891
HWG Holdings
Texas
$634K -$45.6K -265 -7%
CDIA
1892
Capital Directions Investment Advisors
Georgia
$634K +$634K +3,685 New
IUHSA
1893
Itau Unibanco Holding S.A.
Brazil
$633K – – –
NGA
1894
Naples Global Advisors
Florida
$630K -$55.9K -325 -8%
SLT
1895
St Louis Trust
Missouri
$630K – – –
BOS
1896
Bingham Osborn & Scarborough
California
$630K +$7.23K +42 +1%
UAS
1897
United Asset Strategies
New York
$628K +$121K +703 +24%
BC
1898
Brio Consultants
California
$627K +$344 +2 +0.1%
TIA
1899
Tiemann Investment Advisors
California
$627K +$43K +250 +7%
DAM
1900
Delta Asset Management
Tennessee
$626K +$18.6K +108 +3%
74 75
76
77 78