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Visa
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Overview Fund Activity

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

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.75B
2
Capital World Investors
Capital World Investors
California
+$715M
3
Capital International Investors
Capital International Investors
California
+$569M
4
CWM
CIBC World Markets
New York
+$401M
5
VOYA Investment Management
VOYA Investment Management
Georgia
+$401M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$492M
2
Viking Global Investors
Viking Global Investors
Connecticut
-$477M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$460M
4
Asset Management One
Asset Management One
Japan
-$316M
5
CC
Cornerstone Capital
California
-$285M
Name Holding Trade Value Shares
Change 		Shares
Change %
PHAM
1926
Palisades Hudson Asset Management
Florida
$443K -$102K -652 -19%
RBFC
1927
Roman Butler Fullerton & Co
Missouri
$443K -$53.2K -340 -11%
BWM
1928
Buckley Wealth Management
Nevada
$442K -$2.96K -19 -0.7%
SEIA
1929
Signature Estate & Investment Advisors
California
$441K -$34.4K -220 -7%
IC
1930
Intersect Capital
California
$439K +$21.3K +136 +5%
SAA
1931
Southeast Asset Advisors
Georgia
$437K – – –
SCA
1932
Sippican Capital Advisors
Massachusetts
$437K – – –
CPC
1933
Cookson Peirce & Co
Pennsylvania
$436K – – –
DW
1934
Domani Wealth
Pennsylvania
$435K – – –
GC
1935
Garde Capital
Washington
$434K +$57K +365 +15%
AC
1936
Avestar Capital
New York
$433K +$43.6K +296 +11%
PFGIA
1937
Patriot Financial Group Insurance Agency
Massachusetts
$433K +$120K +768 +38%
CAN
1938
Claraphi Advisory Network
United States
$428K +$61.2K +391 +17%
LF
1939
Lantz Financial
Illinois
$426K +$426K +2,729 New
FEM
1940
Fulcrum Equity Management
Texas
$423K -$572K -3,661 -57%
ME
1941
McIlrath & Eck
Washington
$423K +$7.02K +45 +2%
CBTWT
1942
Community Bank & Trust (Waco, Texas)
Texas
$423K +$110K +702 +35%
CCMD
1943
Cypress Capital Management (Delaware)
Delaware
$422K -$93.6K -600 -18%
Aristotle Capital Management
1944
Aristotle Capital Management
California
$422K – – –
WOC
1945
West Oak Capital
California
$422K +$18K +115 +4%
CI
1946
CX Institutional
Indiana
$419K +$154K +986 +58%
RWA
1947
Redhawk Wealth Advisors
Minnesota
$419K +$419K +2,685 New
IC
1948
Inscription Capital
Texas
$414K -$244K -1,562 -37%
SCM
1949
SOL Capital Management
Maryland
$412K -$3.13K -20 -0.8%
CBN
1950
Cadence Bank NA
Texas
$411K +$8.45K +54 +2%
76 77
78
79 80