2,424 hedge funds and large institutions have $278B invested in Visa in 2019 Q3 according to their latest regulatory filings, with 119 funds opening new positions, 969 increasing their positions, 1,056 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,424
Holders Change
+44
Holders Change %
+1.85%
% of All Funds
53.24%
Holding in Top 10
550
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-3.17%
% of All Funds
12.08%
New
119
Increased
969
Reduced
1,056
Closed
59
Calls
$3.23B
Puts
$3.75B
Net Calls
-$516M
Net Calls Change
-$514M
Name Holding Trade Value Shares
Change
Shares
Change %
PV
2001
Private Vista
Illinois
$468K +$59.3K +344 +15%
W
2002
Wealthquest
Ohio
$466K -$14.6K -85 -3%
Aristotle Capital Management
2003
Aristotle Capital Management
California
$464K
UC
2004
Unio Capital
New Jersey
$464K
HCM
2005
Huber Capital Management
California
$464K +$464K +2,700 New
PAS
2006
Partnervest Advisory Services
California
$463K +$34.4K +200 +8%
FPCP
2007
Fort Point Capital Partners
California
$463K +$238K +1,381 +105%
BFIM
2008
Beese Fulmer Investment Management
Ohio
$462K +$112K +650 +32%
LF
2009
Lantz Financial
Illinois
$461K -$11K -65 -2%
GC
2010
Garde Capital
Washington
$455K +$51.7K +301 +13%
SIM
2011
Stratos Investment Management
Ohio
$455K +$117K +680 +35%
WFM
2012
Wolff Financial Management
Michigan
$450K -$172 -1 -0%
TA
2013
TCG Advisors
Texas
$448K +$355K +2,066 +383%
JHCP
2014
Jackson Hole Capital Partners
Oklahoma
$444K
PWA
2015
Physician Wealth Advisors
Utah
$444K +$444K +2,452 New
AB
2016
Atlas Brown
Kentucky
$442K
HCM
2017
Hutchinson Capital Management
California
$442K +$133K +772 +43%
CBTWT
2018
Community Bank & Trust (Waco, Texas)
Texas
$441K -$24.1K -140 -5%
POIA
2019
Pin Oak Investment Advisors
Texas
$439K -$688 -4 -0.2%
WAM
2020
Winslow Asset Management
Ohio
$439K
SRC
2021
Sage Rhino Capital
California
$438K +$2.24K +13 +0.5%
OWA
2022
Outlook Wealth Advisors
Texas
$437K -$4.99K -29 -1%
BFG
2023
Barber Financial Group
Kansas
$435K
JWM
2024
JGP Wealth Management
Oregon
$432K
BWA
2025
BDO Wealth Advisors
Florida
$431K -$17.5K -102 -4%