2,032 hedge funds and large institutions have $192B invested in Visa in 2017 Q4 according to their latest regulatory filings, with 287 funds opening new positions, 748 increasing their positions, 769 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,032
Holders Change
+207
Holders Change %
+11.34%
% of All Funds
46.15%
Holding in Top 10
334
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+10.6%
% of All Funds
7.59%
New
287
Increased
748
Reduced
769
Closed
59
Calls
$4.28B
Puts
$2.12B
Net Calls
+$2.15B
Net Calls Change
-$402M
Name Holding Trade Value Shares
Change
Shares
Change %
SCA
2001
Stuart Chaussee & Associates
California
$14K
JAM
2002
Jolley Asset Management
North Carolina
$13K
EWM
2003
Edge Wealth Management
New York
$13K
RFM
2004
Royal Fund Management
Florida
$13K +$13K +115 New
SFPIA
2005
Stevens First Principles Investment Advisors
California
$12K
KTC
2006
Kistler-Tiffany Companies
Pennsylvania
$11K
SIAP
2007
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$11K +$201 +3 +2%
SIS
2008
Sound Income Strategies
Florida
$11K +$11K +94 New
GWA
2009
Guidant Wealth Advisors
Illinois
$11K +$11K +100 New
KTM
2010
Keeler Thomas Management
Utah
$11K +$11K +100 New
TJHA
2011
Thomas J. Herzfeld Advisors
Florida
$9K -$81K -693 -90%
BHB
2012
Bank Hapoalim BM
Israel
$6.39K +$1.08K +9,432 +20%
VNA
2013
Valley National Advisers
Pennsylvania
$6K
FMP
2014
Financial Management Professionals
Texas
$6K
MFT
2015
Moisand Fitzgerald Tamayo
Florida
$6K
FA
2016
Fagan Associates
New York
$5.71K -$6 -49 -0.1%
DAM
2017
Diamant Asset Management
Connecticut
$5.14K +$5.14K +45,045 New
SHJ
2018
Sharkey, Howes & Javer
Colorado
$5K
WCM
2019
Wealthcare Capital Management
Virginia
$5K +$3.72K +35 +292%
ST
2020
Sageworth Trust
Pennsylvania
$5K +$5K +41 New
LWA
2021
Lenox Wealth Advisors
New York
$4K +$2.78K +25 +227%
HIM
2022
Hillsdale Investment Management
Ontario, Canada
$4K +$4K +35 New
SAM
2023
Shamrock Asset Management
Texas
$4K +$4K +38 New
SMG
2024
Spectrum Management Group
Indiana
$3K -$46.3K -401 -94%
SA
2025
SRH Advisors
Kansas
$3K