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Visa
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Overview Fund Activity

2,284 hedge funds and large institutions have $213B invested in Visa in 2018 Q4 according to their latest regulatory filings, with 287 funds opening new positions, 865 increasing their positions, 891 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,284
Holders Change
+143
Holders Change %
+6.68%
% of All Funds
50.97%
Holding in Top 10
483
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+2.99%
% of All Funds
10.78%
New
287
Increased
865
Reduced
891
Closed
120
Calls
$2.59B
Puts
$1.92B
Net Calls
+$666M
Net Calls Change
+$786M

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
+$644M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$476M
3
Capital International Investors
Capital International Investors
California
+$294M
4
MSE
MUFG Securities EMEA
United Kingdom
+$277M
5
Renaissance Technologies
Renaissance Technologies
New York
+$220M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$541M
2
Citadel Advisors
Citadel Advisors
Florida
-$406M
3
JSP
Jackson Square Partners
California
-$346M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$306M
5
Deutsche Bank
Deutsche Bank
Germany
-$276M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
2001
Greenwich Wealth Management
Connecticut
$293K +$18.5K +140 +7%
BFC
2002
Bedel Financial Consulting
Indiana
$289K +$17.6K +133 +6%
BWM
2003
Baystate Wealth Management
Massachusetts
$288K +$138 +1 +0%
NG
2004
Northstar Group
New York
$287K – – –
1IA
2005
1834 Investment Advisors
Wisconsin
$287K – – –
HIS
2006
Horizon Investment Services
Indiana
$286K – – –
MIG
2007
McGuire Investment Group
Rhode Island
$286K – – –
FC
2008
Fayerweather Charles
$285K -$19.8K -150 -6%
SMH
2009
Sanders Morris Harris
Texas
$285K – – –
FA
2010
Fortis Advisors
Pennsylvania
$284K – – –
AIS
2011
American Investment Services
Massachusetts
$283K -$88.9K -675 -24%
RIA
2012
RPG Investment Advisory
California
$282K – – –
CBA
2013
Coastal Bridge Advisors
Connecticut
$281K -$52.6K -398 -16%
RWM
2014
RKL Wealth Management
Pennsylvania
$281K +$18.9K +143 +7%
Diamond Hill Capital Management
2015
Diamond Hill Capital Management
Ohio
$280K +$13.6K +103 +5%
VCM
2016
Vivaldi Capital Management
Illinois
$280K +$280K +2,123 New
BO
2017
Bach Option
Hong Kong
$280K +$280K +2,124 New
GWMIA
2018
Global Wealth Management Investment Advisory
Florida
$280K +$280K +2,124 New
LMAM
2019
Legg Mason Asset Management
Japan
$278K -$477K -3,600 -63%
KA
2020
KLCM Advisors
Wisconsin
$278K +$9.25K +70 +3%
VCM
2021
Vigilant Capital Management
Maine
$277K +$2.9K +22 +1%
AIP
2022
ARS Investment Partners
New York
$275K -$13.2K -100 -5%
ONST
2023
Old North State Trust
North Carolina
$275K +$32.4K +246 +13%
CWM
2024
Connecticut Wealth Management
Connecticut
$274K +$17.6K +133 +7%
CA
2025
Cumberland Advisors
Florida
$273K +$273K +2,070 New
79 80
81
82 83