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Visa
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Overview Fund Activity

2,141 hedge funds and large institutions have $246B invested in Visa in 2018 Q3 according to their latest regulatory filings, with 112 funds opening new positions, 798 increasing their positions, 947 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,141
Holders Change
+26
Holders Change %
+1.23%
% of All Funds
49.03%
Holding in Top 10
469
Holding in Top 10 Change
+41
Holding in Top 10 Change %
+9.58%
% of All Funds
10.74%
New
112
Increased
798
Reduced
947
Closed
64
Calls
$2.05B
Puts
$2.17B
Net Calls
-$119M
Net Calls Change
-$303M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$660M
2
State Street
State Street
Massachusetts
+$541M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$318M
4
Goldman Sachs
Goldman Sachs
New York
+$249M
5
Capital International Investors
Capital International Investors
California
+$230M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$562M
2
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$351M
3
Viking Global Investors
Viking Global Investors
Connecticut
-$294M
4
Jennison Associates
Jennison Associates
New York
-$233M
5
EIP
Epoch Investment Partners
New York
-$218M
Name Holding Trade Value Shares
Change 		Shares
Change %
MMPW
2001
Mitchell McLeod Pugh & Williams
Alabama
$202K +$202K +1,347 New
IDBONY
2002
Israel Discount Bank of New York
New York
$201K -$1.5K -10 -0.7%
ACM
2003
AUA Capital Management
Pennsylvania
$201K – – –
QPWM
2004
Quadrant Private Wealth Management
Pennsylvania
$200K +$200K +1,332 New
ODG
2005
O'Dell Group
Ohio
$200K +$200K +1,336 New
MCA
2006
Mercer Capital Advisers
New Jersey
$196K – – –
AIM
2007
ARK Investment Management
Florida
$180K – – –
ACM
2008
Adalta Capital Management
New York
$180K +$180K +1,200 New
THWM
2009
Taylor Hoffman Wealth Management
Virginia
$178K – – –
JGIA
2010
Jackson Grant Investment Advisers
Connecticut
$173K – – –
RBC
2011
Roble Belko & Company
Pennsylvania
$155K – – –
FFW
2012
Fusion Family Wealth
New York
$152K +$8.99K +60 +6%
AI
2013
ArchPoint Investors
Florida
$150K – – –
WC
2014
Whitnell & Co
Illinois
$150K – – –
CFN
2015
Cordasco Financial Network
Florida
$150K – – –
MSA
2016
Marino Stram & Associates
Massachusetts
$147K – – –
ECM
2017
EII Capital Management
New York
$144K – – –
CIA
2018
Cascade Investment Advisors
Oregon
$143K -$7.5K -50 -5%
LWM
2019
Lenox Wealth Management
Ohio
$141K -$6.6K -44 -4%
HDIM
2020
Hanson & Doremus Investment Management
Vermont
$137K – – –
CLM
2021
ClearBridge LLC (Maryland)
Maryland
$132K -$17.1K -114 -11%
HI
2022
Hudock Inc
Pennsylvania
$130K +$149 +1 +0.1%
CPH
2023
C Partners Holding
Switzerland
$128K -$135K -898 -51%
ML
2024
McAdam LLC
Pennsylvania
$128K +$449 +3 +0.4%
CCM
2025
Cribstone Capital Management
Maine
$125K – – –
79 80
81
82 83