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 %
CAL
2026
Capital Advisors Ltd
Ohio
$77K
TG
2027
TLP Group
Illinois
$76K -$151K -1,138 -67%
FWM
2028
Focused Wealth Management
New York
$69K +$22.4K +170 +48%
MA
2029
MCF Advisors
Kentucky
$63K +$10.9K +82 +21%
AWM
2030
AllSquare Wealth Management
New York
$61K +$14K +106 +30%
FGAM
2031
Financial Gravity Asset Management
Texas
$60K -$62K -441 -51%
MWM
2032
MinichMacGregor Wealth Management
New York
$59K +$392 +3 +0.7%
RWG
2033
Regal Wealth Group
California
$58K
VEA
2034
Virtus ETF Advisers
New York
$57K
PS
2035
Portfolio Strategies
New York
$56K
CWM
2036
Cedar Wealth Management
California
$55K +$15.4K +117 +39%
AAC
2037
Asset Advisors Corp
Georgia
$53K
PO
2038
Private Ocean
California
$53K
EWM
2039
Elmwood Wealth Management
California
$53K
KPCM
2040
Kings Point Capital Management
New York
$47K
BL
2041
Balentine LLC
Georgia
$47K +$47K +355 New
AIS
2042
AlphaOne Investment Services
Pennsylvania
$46K -$608K -4,588 -93%
CFA
2043
Camarda Financial Advisors
Florida
$45K
PWAG
2044
Polaris Wealth Advisory Group
California
$42K -$325K -2,737 -89%
CIM
2045
Contravisory Investment Management
Massachusetts
$42K +$803 +6 +2%
CGI
2046
CI Global Investments
California
$40K -$15.4M -115,310 -100%
RFWA
2047
RPg Family Wealth Advisory
Massachusetts
$39.5K -$41.7K -315 -51%
JWA
2048
JFS Wealth Advisors
Pennsylvania
$39K -$12.6K -96 -24%
IFA
2049
Interactive Financial Advisors
Illinois
$39K
HH
2050
HWG Holdings
Texas
$39K