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Visa
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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 %
DWA
1951
Dougherty Wealth Advisers
Minnesota
$339K +$339K +2,416 New
WAM
1952
Winslow Asset Management
Ohio
$336K – – –
JHCP
1953
Jackson Hole Capital Partners
Oklahoma
$336K +$336K +2,549 New
JWM
1954
JGP Wealth Management
Oregon
$334K – – –
TIM
1955
Tortoise Investment Management
New York
$331K – – –
VI
1956
Versor Investments
New York
$330K -$158K -1,200 -32%
BOC
1957
Barbara Oil Co
Illinois
$330K +$330K +2,500 New
BFPW
1958
BOK Financial Private Wealth
Colorado
$329K +$329K +2,497 New
LA
1959
LexAurum Advisors
Kansas
$328K +$10.7K +81 +3%
GAB
1960
German American Bancorp
Indiana
$325K +$49.2K +373 +18%
HFP
1961
Holistic Financial Partners
Indiana
$324K -$8.44K -64 -3%
WCA
1962
Waratah Capital Advisors
Ontario, Canada
$323K -$5.33M -40,448 -94%
KAM
1963
Kazazian Asset Management
Florida
$323K -$600K -4,550 -65%
NCM
1964
Nelson Capital Management
California
$323K – – –
CSM
1965
CAMG Solamere Management
North Carolina
$322K -$34.8K -263 -10%
CWA
1966
Clarus Wealth Advisors
Arizona
$322K -$22.8K -173 -7%
AC
1967
Avestar Capital
New York
$321K -$292K -2,402 -48%
TA
1968
TMD & Associates
Arizona
$321K – – –
POIA
1969
Pin Oak Investment Advisors
Texas
$321K +$264 +2 +0.1%
MWPCG
1970
Measured Wealth Private Client Group
New Hampshire
$320K -$173K -1,311 -35%
AWE
1971
Avidian Wealth Enterprises
Texas
$320K -$71.7K -544 -18%
TI
1972
Truepoint Inc
Ohio
$319K -$180K -1,362 -36%
GC
1973
Garde Capital
Washington
$319K +$71.4K +540 +29%
WCM
1974
Wedge Capital Management
North Carolina
$318K +$6.6K +50 +2%
GWS
1975
Glassman Wealth Services
Virginia
$317K -$1.19K -9 -0.4%
77 78
79
80 81