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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 %
PL
2026
Plancorp LLC
Missouri
$272K -$1.06K -8 -0.4%
TW
2027
Transform Wealth
Colorado
$272K – – –
MFG
2028
Monte Financial Group
Connecticut
$270K -$28.6K -217 -10%
CS
2029
Cannell & Spears
New York
$268K -$9.64K -73 -3%
RAM
2030
Roanoke Asset Management
New Jersey
$268K – – –
BHBT
2031
Burke & Herbert Bank & Trust
Virginia
$268K +$2.64K +20 +1%
IWA
2032
Inspirion Wealth Advisors
Illinois
$267K – – –
PCM
2033
PenderFund Capital Management
British Columbia, Canada
$267K – – –
AAP
2034
Arax Advisory Partners
Colorado
$266K -$264 -2 -0.1%
SFG
2035
StrategIQ Financial Group
Indiana
$266K – – –
PWSG
2036
Pacific Wealth Strategies Group
California
$266K – – –
CBTWT
2037
Community Bank & Trust (Waco, Texas)
Texas
$265K +$1.32K +10 +0.5%
FBC
2038
Fairfield, Bush & Co
Connecticut
$264K – – –
PFGIA
2039
Patriot Financial Group Insurance Agency
Massachusetts
$264K +$59.9K +455 +29%
MCG
2040
MACRO Consulting Group
New Jersey
$264K +$264K +1,989 New
SCA
2041
STALEY CAPITAL ADVISERS
Pennsylvania
$262K – – –
ATC
2042
Adirondack Trust Company
New York
$261K +$7.92K +60 +3%
SCA
2043
Sage Capital Advisors
South Dakota
$260K -$2.05M -15,509 -89%
OWA
2044
One Wealth Advisors
California
$260K -$19.4K -147 -7%
FTI
2045
Fiduciary Trust International
Massachusetts
$260K +$23.3K +177 +10%
CF
2046
Corrigan Financial
Rhode Island
$260K +$14.1K +107 +6%
TF
2047
Tompkins Financial
New York
$259K – – –
TA
2048
Trellis Advisors
Washington
$259K +$6.48K +49 +3%
WC
2049
Weil Company
California
$258K -$3.95K -30 -2%
BFIM
2050
Beese Fulmer Investment Management
Ohio
$258K – – –
80 81
82
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