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Visa
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Overview Fund Activity

2,141 hedge funds and large institutions have $246B invested in Visa in 2018 Q3 according to their latest regulatory filings, with 112 funds opening new positions, 798 increasing their positions, 947 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,141
Holders Change
+26
Holders Change %
+1.23%
% of All Funds
49.03%
Holding in Top 10
469
Holding in Top 10 Change
+41
Holding in Top 10 Change %
+9.58%
% of All Funds
10.74%
New
112
Increased
798
Reduced
947
Closed
64
Calls
$2.05B
Puts
$2.17B
Net Calls
-$119M
Net Calls Change
-$303M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$660M
2
State Street
State Street
Massachusetts
+$541M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$318M
4
Goldman Sachs
Goldman Sachs
New York
+$249M
5
Capital International Investors
Capital International Investors
California
+$230M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$562M
2
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$351M
3
Viking Global Investors
Viking Global Investors
Connecticut
-$294M
4
Jennison Associates
Jennison Associates
New York
-$233M
5
EIP
Epoch Investment Partners
New York
-$218M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
2051
MinichMacGregor Wealth Management
New York
$69K +$1.2K +8 +2%
AAIM
2052
Asset Advisors Investment Management
Georgia
$69K +$69K +463 New
RWG
2053
Regal Wealth Group
California
$65K – – –
SSP
2054
Sapphire Star Partners
Washington
$65K +$65K +431 New
TG
2055
TLP Group
Illinois
$64K -$21.5K -144 -25%
PS
2056
Portfolio Strategies
New York
$64K – – –
VEA
2057
Virtus ETF Advisers
New York
$64K – – –
EWM
2058
Elmwood Wealth Management
California
$60K – – –
RCG
2059
Ruggie Capital Group
Florida
$60K -$126K -841 -68%
BL
2060
Balentine LLC
Georgia
$59K +$6.11K +41 +12%
AIS
2061
AlphaOne Investment Services
Pennsylvania
$57K +$4.95K +33 +10%
CGI
2062
CI Global Investments
California
$57K +$12K +80 +27%
KL
2063
KWMG LLC
Kansas
$57K +$23.4K +155 +70%
EA
2064
Elm Advisors
California
$56K +$56K +370 New
FWM
2065
Focused Wealth Management
New York
$53K -$25.5K -170 -32%
KPCM
2066
Kings Point Capital Management
New York
$53K – – –
CAG
2067
Csenge Advisory Group
Florida
$51K -$289K -2,101 -85%
FGAM
2068
Financial Gravity Asset Management
Texas
$51K -$5.42K -41 -10%
CFA
2069
Camarda Financial Advisors
Florida
$50K – – –
CWM
2070
Cedar Wealth Management
California
$45K -$17.6K -117 -28%
JWA
2071
JFS Wealth Advisors
Pennsylvania
$45K – – –
IFA
2072
Interactive Financial Advisors
Illinois
$44K – – –
HH
2073
HWG Holdings
Texas
$44K – – –
PCA
2074
Providence Capital Advisors
North Carolina
$42K – – –
GSC
2075
G&S Capital
Colorado
$42K – – –
81 82
83
84 85