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 %
RWM
2026
RKL Wealth Management
Pennsylvania
$333K -$313 -2 -0.1%
OCM
2027
One Capital Management
California
$332K -$187K -1,198 -36%
FC
2028
Fayerweather Charles
$332K -$5.47K -35 -2%
FPCG
2029
Fort Pitt Capital Group
Pennsylvania
$331K -$343K -2,202 -51%
CWA
2030
Clarus Wealth Advisors
Arizona
$328K -$53.5K -342 -14%
MC
2031
Miles Capital
Iowa
$328K -$45.9K -294 -12%
BFWA
2032
Benchmark Financial Wealth Advisors
Florida
$328K +$33K +211 +11%
SCA
2033
STALEY CAPITAL ADVISERS
Pennsylvania
$327K +$16.2K +104 +5%
AIS
2034
American Investment Services
Massachusetts
$326K -$10K -64 -3%
ATC
2035
Adirondack Trust Company
New York
$325K
CA
2036
Cumberland Advisors
Florida
$323K
CFA
2037
Capstone Financial Advisors
Illinois
$322K +$322K +2,060 New
GCP
2038
GSA Capital Partners
United Kingdom
$320K -$468K -3,001 -59%
WIP
2039
Wellesley Investment Partners
Massachusetts
$320K -$40.2K -258 -11%
DCM
2040
Driehaus Capital Management
Illinois
$319K -$50K -320 -14%
MFG
2041
Monte Financial Group
Connecticut
$318K -$2.35K -15 -0.7%
RAM
2042
Roanoke Asset Management
New Jersey
$317K
CS
2043
Cannell & Spears
New York
$317K
BHBT
2044
Burke & Herbert Bank & Trust
Virginia
$317K
IWA
2045
Inspirion Wealth Advisors
Illinois
$316K
BCA
2046
Biltmore Capital Advisors
New Jersey
$316K +$316K +2,022 New
MA
2047
MONECO Advisors
Connecticut
$315K +$315K +2,017 New
GKWIM
2048
Gerber Kawasaki Wealth & Investment Management
California
$313K +$21.9K +140 +8%
SFM
2049
Signet Financial Management
New Jersey
$312K -$144K -897 -32%
AIP
2050
ARS Investment Partners
New York
$312K -$14.1K -90 -4%