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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 %
UAS
1951
United Asset Strategies
New York
$410K -$14.8K -95 -3%
BFA
1952
Bragg Financial Advisors
North Carolina
$410K -$10.6K -68 -3%
TI
1953
Trexquant Investment
Connecticut
$410K +$410K +2,625 New
CVM
1954
Cheviot Value Management
California
$409K -$23.4K -150 -5%
WFM
1955
Wolff Financial Management
Michigan
$409K +$156 +1 +0%
JF
1956
JSF Financial
California
$408K +$781 +5 +0.2%
CWM
1957
Cordatus Wealth Management
Pennsylvania
$407K – – –
JG
1958
Jefferies Group
New York
$406K -$27.5M -176,235 -99%
JHCP
1959
Jackson Hole Capital Partners
Oklahoma
$404K +$5.47K +35 +1%
AWE
1960
Avidian Wealth Enterprises
Texas
$403K +$24K +154 +6%
POIA
1961
Pin Oak Investment Advisors
Texas
$402K +$21.6K +138 +6%
RGIA
1962
Rainier Group Investment Advisory
Washington
$401K +$29.3K +188 +8%
AB
1963
Atlas Brown
Kentucky
$401K +$401K +2,567 New
WAM
1964
Winslow Asset Management
Ohio
$398K – – –
JWM
1965
JGP Wealth Management
Oregon
$397K +$1.4K +9 +0.4%
GC
1966
Gilbert & Cook
Iowa
$395K +$395K +2,529 New
TIM
1967
Tortoise Investment Management
New York
$392K – – –
GAM
1968
Gemmer Asset Management
California
$391K -$89.7K -574 -19%
HL
1969
HeadInvest LLC
Maine
$390K -$390K -2,497 -50%
ACM
1970
Allred Capital Management
Texas
$389K +$16.6K +105 +4%
BWCS
1971
Beirne Wealth Consulting Services
Connecticut
$388K -$31.3K -200 -7%
CW
1972
CreativeOne Wealth
Kansas
$388K +$388K +2,485 New
BWM
1973
Baystate Wealth Management
Massachusetts
$387K +$50.3K +311 +15%
MC
1974
Miramar Capital
Illinois
$386K – – –
AIP
1975
Ahrens Investment Partners
Louisiana
$385K -$46.8K -300 -11%
77 78
79
80 81