2,115 hedge funds and large institutions have $218B invested in Visa in 2018 Q2 according to their latest regulatory filings, with 121 funds opening new positions, 866 increasing their positions, 833 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,115
Holders Change
+44
Holders Change %
+2.12%
% of All Funds
48.49%
Holding in Top 10
428
Holding in Top 10 Change
+65
Holding in Top 10 Change %
+17.91%
% of All Funds
9.81%
New
121
Increased
866
Reduced
833
Closed
61
Calls
$1.8B
Puts
$1.62B
Net Calls
+$184M
Net Calls Change
+$985M
Name Holding Trade Value Shares
Change
Shares
Change %
AA
2001
Apriem Advisors
California
$118K +$118K +891 New
SQA
2002
Simon Quick Advisors
New Jersey
$115K -$115K -873 -50%
HI
2003
Hudock Inc
Pennsylvania
$115K +$59.6K +451 +108%
ML
2004
McAdam LLC
Pennsylvania
$113K -$4.24K -32 -4%
CCM
2005
Cribstone Capital Management
Maine
$110K
EARNEST Partners
2006
EARNEST Partners
Georgia
$109K -$7.4K -56 -6%
DOA
2007
D'Orazio & Associates
Virginia
$106K
CHP
2008
Cable Hill Partners
Oregon
$106K +$14.4K +109 +16%
WCAMG
2009
Woodard & Company Asset Management Group
North Carolina
$106K
AWA
2010
Acorn Wealth Advisors
Michigan
$104K +$132 +1 +0.1%
QAM
2011
QCI Asset Management
New York
$103K +$8.59K +65 +9%
OFW
2012
Omnia Family Wealth
Florida
$102K
TC
2013
Trilogy Capital
California
$100K +$19K +144 +24%
SIM
2014
Sonora Investment Management
Arizona
$98K
AF
2015
Allworth Financial
California
$94K -$396 -3 -0.4%
CB
2016
CNB Bank
Pennsylvania
$93K -$4.63K -35 -5%
SFA
2017
Spectrum Financial Alliance
Kentucky
$93K
FPB
2018
First PREMIER Bank
South Dakota
$93K
IGGA
2019
Iron Gate Global Advisors
Utah
$93K +$93K +704 New
NWM
2020
Northwest Wealth Management
Iowa
$84K
WAM
2021
Watermark Asset Management
California
$83K
CFD
2022
Creative Financial Designs
Indiana
$81K +$133 +1 +0.2%
FCFS
2023
First Command Financial Services
Texas
$80K -$4.78K -36 -6%
FCB
2024
First Command Bank
Texas
$80K -$4.78K -36 -6%
PW
2025
Price Wealth
Texas
$80K +$48.7K +370 +155%