2,071 hedge funds and large institutions have $198B invested in Visa in 2018 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 795 increasing their positions, 917 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,071
Holders Change
+39
Holders Change %
+1.92%
% of All Funds
47.53%
Holding in Top 10
363
Holding in Top 10 Change
+29
Holding in Top 10 Change %
+8.68%
% of All Funds
8.33%
New
132
Increased
795
Reduced
917
Closed
66
Calls
$2.02B
Puts
$2.82B
Net Calls
-$801M
Net Calls Change
-$2.95B
Name Holding Trade Value Shares
Change
Shares
Change %
MA
2001
MCF Advisors
Kentucky
$47K +$11K +92 +31%
PO
2002
Private Ocean
California
$47K +$47K +400 New
FWM
2003
Focused Wealth Management
New York
$42K
KPCM
2004
Kings Point Capital Management
New York
$42K
AWM
2005
AllSquare Wealth Management
New York
$42K +$6.51K +55 +18%
EAM
2006
Exane Asset Management
France
$40.6K +$40.6K +339 New
CFA
2007
Camarda Financial Advisors
Florida
$40K
CIM
2008
Contravisory Investment Management
Massachusetts
$37K +$21.5K +179 +139%
PFO
2009
Pathstone Family Office
New Jersey
$37K +$37K +302 New
CWM
2010
Cedar Wealth Management
California
$36K
SJIM
2011
St. Johns Investment Management
Florida
$36K +$36K +300 New
IFA
2012
Interactive Financial Advisors
Illinois
$35K
HH
2013
HWG Holdings
Texas
$35K
PCA
2014
Providence Capital Advisors
North Carolina
$34K
T2I
2015
Turim 21 Investimentos
Brazil
$33K
GSC
2016
G&S Capital
Colorado
$33K
MGI
2017
MayTech Global Investments
New York
$33K +$33K +275 New
AP
2018
Atwood & Palmer
Missouri
$32K
HRC
2019
Hoertkorn Richard Charles
$32K
HL
2020
Harding Loevner
New Jersey
$31K
BA
2021
Ballew Advisors
Mississippi
$30K +$30K +254 New
OGC
2022
Oak Grove Capital
New Hampshire
$29K -$578K -4,761 -95%
NC
2023
NewSquare Capital
Pennsylvania
$29K -$2.9K -24 -9%
RCWMU
2024
Rothschild & Co Wealth Management (UK)
United Kingdom
$28K -$252K -2,066 -90%
PW
2025
Price Wealth
Texas
$28K -$28K -238 -50%