V icon

Visa
V

Overview Fund Activity

2,284 hedge funds and large institutions have $213B invested in Visa in 2018 Q4 according to their latest regulatory filings, with 287 funds opening new positions, 865 increasing their positions, 891 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,284
Holders Change
+143
Holders Change %
+6.68%
% of All Funds
50.97%
Holding in Top 10
483
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+2.99%
% of All Funds
10.78%
New
287
Increased
865
Reduced
891
Closed
120
Calls
$2.59B
Puts
$1.92B
Net Calls
+$666M
Net Calls Change
+$786M

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
+$644M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$476M
3
Capital International Investors
Capital International Investors
California
+$294M
4
MSE
MUFG Securities EMEA
United Kingdom
+$277M
5
Renaissance Technologies
Renaissance Technologies
New York
+$220M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$541M
2
Citadel Advisors
Citadel Advisors
Florida
-$406M
3
JSP
Jackson Square Partners
California
-$346M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$306M
5
Deutsche Bank
Deutsche Bank
Germany
-$276M
Name Holding Trade Value Shares
Change 		Shares
Change %
SKK
1901
Shepherd Kaplan Krochuk
Massachusetts
$396K – – –
ACM
1902
Advisors Capital Management
New Jersey
$395K +$55.4K +420 +16%
KM
1903
Kalos Management
Georgia
$392K -$5.07K -37 -1%
SIG
1904
Sky Investment Group
Connecticut
$391K +$37.2K +282 +11%
LK
1905
Lumbard & Kellner
New Hampshire
$389K – – –
BPWA
1906
Beacon Pointe Wealth Advisors
California
$388K +$388K +2,939 New
Voloridge Investment Management
1907
Voloridge Investment Management
Florida
$388K +$388K +2,940 New
TCPWM
1908
Traverso Chambers Private Wealth Management
California
$386K +$386K +2,924 New
STMM
1909
South Texas Money Management
Texas
$384K +$26.6K +201 +7%
OIA
1910
OneDigital Investment Advisors
Kansas
$382K +$382K +2,898 New
HCP
1911
Holt Capital Partners
Texas
$376K – – –
PCM
1912
Pointe Capital Management
Michigan
$376K +$1.98K +15 +0.5%
BWM
1913
Buckley Wealth Management
Nevada
$376K +$11.9K +90 +3%
WRM
1914
Weybosset Research & Management
Rhode Island
$375K +$13.2K +100 +4%
MWM
1915
Merriman Wealth Management
Washington
$375K +$70.8K +530 +23%
WANY
1916
Wealthspire Advisors (New York)
New York
$375K +$375K +2,842 New
SFM
1917
Signet Financial Management
New Jersey
$374K +$13.8K +105 +4%
DWM
1918
Doyle Wealth Management
Florida
$373K +$45.1K +342 +14%
EWA
1919
Evolution Wealth Advisors
Florida
$372K +$372K +2,817 New
SAA
1920
Southeast Asset Advisors
Georgia
$369K – – –
SCA
1921
Sippican Capital Advisors
Massachusetts
$369K – – –
HBT
1922
Hills Bank & Trust
Iowa
$369K +$12.9K +98 +4%
CPC
1923
Cookson Peirce & Co
Pennsylvania
$368K – – –
DW
1924
Domani Wealth
Pennsylvania
$367K – – –
W
1925
Wealthquest
Ohio
$366K +$366K +2,778 New
75 76
77
78 79