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Visa
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Overview Fund Activity

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

Top Buyers

1
BlackRock
BlackRock
New York
+$393M
2
Victory Capital Management
Victory Capital Management
Texas
+$391M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$333M
4
Capital International Investors
Capital International Investors
California
+$316M
5
Two Sigma Advisers
Two Sigma Advisers
New York
+$244M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$903M
2
USAA
United Services Automobile Association
Texas
-$472M
3
Capital World Investors
Capital World Investors
California
-$466M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$275M
5
Artisan Partners
Artisan Partners
Wisconsin
-$230M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWA
2101
Inspirion Wealth Advisors
Illinois
$351K – – –
NP
2102
NorthRock Partners
Minnesota
$351K +$351K +2,041 New
RAM
2103
Roanoke Asset Management
New Jersey
$349K – – –
TFO
2104
Tarbox Family Office
California
$348K – – –
ATC
2105
Adirondack Trust Company
New York
$347K +$5.5K +32 +2%
AWM
2106
Aevitas Wealth Management
Massachusetts
$345K -$26.8K -156 -7%
LA
2107
LexAurum Advisors
Kansas
$345K -$15.5K -90 -4%
HFM
2108
Harvest Fund Management
China
$344K -$1.43M -8,318 -81%
FBC
2109
Fairfield, Bush & Co
Connecticut
$344K – – –
NI
2110
Noked Israel
Israel
$344K +$43K +250 +14%
NC
2111
Noked Capital
Israel
$344K +$43K +250 +14%
CAC
2112
Cowen and Company
New York
$344K +$344K +2,000 New
NFG
2113
Nadler Financial Group
Illinois
$341K +$34.5K +201 +11%
TA
2114
Trellis Advisors
Washington
$340K – – –
BFWA
2115
Benchmark Financial Wealth Advisors
Florida
$340K +$26.3K +153 +8%
RIA
2116
RPG Investment Advisory
California
$339K -$2.58K -15 -0.8%
CF
2117
Corrigan Financial
Rhode Island
$338K – – –
TAM
2118
Tradition Asset Management
Virginia
$338K +$6.01K +35 +2%
CBA
2119
Coastal Bridge Advisors
Connecticut
$338K +$338K +1,963 New
ESBC
2120
E.S. Barr & Co
Kentucky
$336K – – –
ST
2121
Sabal Trust
Florida
$336K +$95.2K +553 +40%
BAAM
2122
Baker Avenue Asset Management
California
$331K +$331K +1,927 New
BWM
2123
Buckley Wealth Management
Nevada
$330K -$151K -878 -31%
TF
2124
Tompkins Financial
New York
$330K – – –
FFG
2125
Frisch Financial Group
New York
$330K +$80.1K +465 +32%
83 84
85
86 87