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 %
AIP
1926
Ahrens Investment Partners
Louisiana
$365K +$46.2K +350 +14%
CVM
1927
Cheviot Value Management
California
$365K +$119K +904 +48%
UAS
1928
United Asset Strategies
New York
$359K -$5.41K -41 -1%
AEPG
1929
American Economic Planning Group
New Jersey
$359K – – –
PV
1930
Private Vista
Illinois
$359K +$42.5K +322 +13%
AIA
1931
Angeles Investment Advisors
California
$359K +$359K +2,718 New
LWS
1932
Lucia Wealth Services
California
$358K -$71.3K -540 -17%
DWM
1933
Darwin Wealth Management
Florida
$357K -$90.7K -684 -20%
S
1934
Surevest
California
$357K +$357K +2,705 New
Aristotle Capital Management
1935
Aristotle Capital Management
California
$356K – – –
BFA
1936
Bragg Financial Advisors
North Carolina
$355K -$103K -780 -22%
SIM
1937
Sadoff Investment Management
Wisconsin
$355K – – –
BWCS
1938
Beirne Wealth Consulting Services
Connecticut
$354K +$354K +2,683 New
IC
1939
Intersect Capital
California
$353K +$353K +2,673 New
ME
1940
McIlrath & Eck
Washington
$352K +$23.2K +176 +7%
MC
1941
Miramar Capital
Illinois
$351K +$351K +2,474 New
SCM
1942
SOL Capital Management
Maryland
$350K – – –
SFA
1943
Semmax Financial Advisors
North Carolina
$347K +$347K +2,630 New
WFM
1944
Wolff Financial Management
Michigan
$345K +$345K +2,618 New
CWM
1945
Cordatus Wealth Management
Pennsylvania
$344K +$344K +2,605 New
JF
1946
JSF Financial
California
$344K +$344K +2,608 New
CCG
1947
Chatham Capital Group
Georgia
$343K – – –
WOC
1948
West Oak Capital
California
$341K -$53.7K -407 -14%
CBN
1949
Cadence Bank NA
Texas
$339K +$7.9K +60 +2%
BWL
1950
Bogart Wealth LLC
Virginia
$339K +$27.6K +209 +9%
76 77
78
79 80