2,380 hedge funds and large institutions have $282B invested in Visa in 2019 Q2 according to their latest regulatory filings, with 121 funds opening new positions, 961 increasing their positions, 1,025 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,380
Holders Change
+28
Holders Change %
+1.19%
% of All Funds
51.77%
Holding in Top 10
568
Holding in Top 10 Change
+43
Holding in Top 10 Change %
+8.19%
% of All Funds
12.36%
New
121
Increased
961
Reduced
1,025
Closed
66
Calls
$2.64B
Puts
$2.65B
Net Calls
-$2.52M
Net Calls Change
-$306M
Name Holding Trade Value Shares
Change
Shares
Change %
IFAM
1901
Institutional & Family Asset Management
Colorado
$550K +$19.6K +113 +4%
CRCM
1902
Crystal Rock Capital Management
Illinois
$546K
RT
1903
Rockland Trust
Massachusetts
$545K +$137K +789 +34%
PFO
1904
Pathstone Family Office
New Jersey
$540K +$365K +2,103 +209%
SP
1905
SWS Partners
Ohio
$539K +$539K +2,988 New
LWS
1906
Lucia Wealth Services
California
$538K -$7.81K -45 -1%
TWA
1907
TCI Wealth Advisors
Arizona
$535K -$5.91K -34 -1%
MC
1908
Miles Capital
Iowa
$535K +$171K +984 +47%
IC
1909
Intersect Capital
California
$527K +$39.1K +225 +8%
RBFC
1910
Roman Butler Fullerton & Co
Missouri
$527K +$482K +30,201 +1,066%
WAAG
1911
Wealth Alliance Advisory Group
Kansas
$525K +$1.27K +7 +0.2%
GWS
1912
Glassman Wealth Services
Virginia
$525K +$11.1K +64 +2%
KFGK
1913
Keystone Financial Group (Kentucky)
Kentucky
$524K -$129K -746 -20%
IIC
1914
Integrated Investment Consultants
Michigan
$524K +$129K +744 +33%
PCIA
1915
Prime Capital Investment Advisors
Kansas
$523K -$110K -636 -17%
MMHP
1916
Murphy Middleton Hinkle & Parker
Georgia
$523K
RW
1917
REDW Wealth
New Mexico
$522K
SKK
1918
Shepherd Kaplan Krochuk
Massachusetts
$521K
SC
1919
Sovarnum Capital
New York
$521K +$521K +3,000 New
SIG
1920
Sky Investment Group
Connecticut
$519K +$4.34K +25 +0.8%
RP
1921
Rice Partnership
Hawaii
$518K
CI
1922
CX Institutional
Indiana
$518K +$51.9K +299 +11%
USGIU
1923
U.S. Global Investors (USGI)
Texas
$517K +$517K +2,978 New
UAS
1924
United Asset Strategies
New York
$512K +$56.4K +325 +12%
HIC
1925
Harvey Investment Company
Kentucky
$510K -$26K -150 -5%