2,352 hedge funds and large institutions have $256B invested in Visa in 2019 Q1 according to their latest regulatory filings, with 174 funds opening new positions, 969 increasing their positions, 945 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,352
Holders Change
+68
Holders Change %
+2.98%
% of All Funds
50.99%
Holding in Top 10
525
Holding in Top 10 Change
+42
Holding in Top 10 Change %
+8.7%
% of All Funds
11.38%
New
174
Increased
969
Reduced
945
Closed
81
Calls
$2.27B
Puts
$1.96B
Net Calls
+$303M
Net Calls Change
-$363M
Name Holding Trade Value Shares
Change
Shares
Change %
AEPG
2001
American Economic Planning Group
New Jersey
$358K -$66.3K -425 -16%
IIC
2002
Integrated Investment Consultants
Michigan
$355K -$316K -2,028 -47%
BFG
2003
Barber Financial Group
Kansas
$355K +$5.62K +36 +2%
BCM
2004
BlueCrest Capital Management
Jersey
$353K -$3.27M -20,959 -90%
PV
2005
Private Vista
Illinois
$353K -$72.6K -464 -17%
RFO
2006
RiverGlades Family Offices
Florida
$351K +$351K +2,250 New
MWM
2007
Merriman Wealth Management
Washington
$349K -$89.4K -572 -20%
KM
2008
Kalos Management
Georgia
$348K -$97.6K -626 -22%
NG
2009
Northstar Group
New York
$346K +$5.79K +37 +2%
CAM
2010
Claret Asset Management
Quebec, Canada
$344K -$13K -83 -4%
GWM
2011
Greenwich Wealth Management
Connecticut
$344K -$2.5K -16 -0.7%
LF
2012
Lee Financial
Texas
$343K +$113K +725 +49%
BFC
2013
Bedel Financial Consulting
Indiana
$342K
1IA
2014
1834 Investment Advisors
Wisconsin
$340K
MIG
2015
McGuire Investment Group
Rhode Island
$339K
VCM
2016
Vivaldi Capital Management
Illinois
$339K +$7.34K +47 +2%
ONST
2017
Old North State Trust
North Carolina
$339K +$13.7K +88 +4%
SGCA
2018
Steel Grove Capital Advisors
Tennessee
$338K -$3.2M -20,471 -90%
HIS
2019
Horizon Investment Services
Indiana
$338K
SFG
2020
StrategIQ Financial Group
Indiana
$338K +$23.4K +150 +7%
SMH
2021
Sanders Morris Harris
Texas
$337K
KAM
2022
Kazazian Asset Management
Florida
$336K -$47.1K -301 -12%
AMCA
2023
Arthur M. Cohen & Associates
Illinois
$336K
FA
2024
Fortis Advisors
Pennsylvania
$336K
HIM
2025
Harbour Investment Management
Washington
$334K +$46.7K +299 +16%