We are live on ! Find out more

2,290 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, 866 increasing their positions, 894 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more first-time investments, than exits

New positions opened: 287 | Existing positions closed: 120

35% more call options, than puts

Call options by funds: $2.59B | Put options by funds: $1.92B

7% more funds holding

Funds holding: 2,1472,290 (+143)

3% more funds holding in top 10

Funds holding in top 10: 471486 (+15)

0.41% more ownership

Funds ownership: 92.32%92.73% (+0.41%)

3% less repeat investments, than reductions

Existing positions increased: 866 | Existing positions reduced: 894

13% less capital invested

Capital invested by funds: $246B → $213B (-$32.8B)

Holders
2,290
Holders Change
+143
Holders Change %
+6.66%
% of All Funds
51.01%
Holding in Top 10
486
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+3.18%
% of All Funds
10.83%
New
287
Increased
866
Reduced
894
Closed
120
Calls
$2.59B
Puts
$1.92B
Net Calls
+$666M
Net Calls Change
+$786M
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$1.81B -$191M -1,382,701 -9%
TCIM
27
TIAA CREF Investment Management
New York
$1.76B -$49.8M -360,524 -3%
Wells Fargo
28
Wells Fargo
California
$1.72B +$79.4M +575,192 +5%
American Century Companies
29
American Century Companies
Missouri
$1.63B +$34.8M +252,136 +2%
Berkshire Hathaway
30
Berkshire Hathaway
Nebraska
$1.39B
ClearBridge Investments
31
ClearBridge Investments
New York
$1.39B -$34.3M -248,335 -2%
UBS Group
32
UBS Group
Switzerland
$1.37B -$110M -799,039 -7%
UBS AM
33
UBS AM
Illinois
$1.37B +$22.9M +165,953 +2%
Janus Henderson Group
34
Janus Henderson Group
United Kingdom
$1.26B -$2.51M -18,199 -0.2%
Polen Capital Management
35
Polen Capital Management
Florida
$1.14B +$35.2M +254,801 +3%
Legal & General Group
36
Legal & General Group
United Kingdom
$1.1B +$66.6M +482,376 +6%
Franklin Resources
37
Franklin Resources
California
$1.05B +$74.4M +538,409 +7%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$1.04B +$76.8M +555,707 +8%
CWG
39
C WorldWide Group
Denmark
$1.02B -$19.2M -138,979 -2%
Deutsche Bank
40
Deutsche Bank
Germany
$993M -$288M -2,088,852 -22%
Brown Advisory
41
Brown Advisory
Maryland
$968M -$15.7M -113,792 -2%
Allianz Asset Management
42
Allianz Asset Management
Germany
$967M +$18.7M +135,668 +2%
Invesco
43
Invesco
Georgia
$945M -$50.6M -366,488 -5%
Sumitomo Mitsui Trust Group
44
Sumitomo Mitsui Trust Group
Japan
$941M +$122M +882,856 +14%
Artisan Partners
45
Artisan Partners
Wisconsin
$937M -$151M -1,094,753 -13%
Charles Schwab
46
Charles Schwab
California
$916M +$13.9M +100,477 +1%
FAM
47
Fred Alger Management
New York
$863M -$72.3M -523,450 -7%
Fundsmith LLP
48
Fundsmith LLP
United Kingdom
$859M +$1.33M +9,630 +0.2%
Swiss National Bank
49
Swiss National Bank
Switzerland
$856M -$10.9M -78,900 -1%
Viking Global Investors
50
Viking Global Investors
Connecticut
$809M +$674M +4,881,187 +391%

V Hedge Fund Activity: Q4 2018 in Review

2,290 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Visa (V) for Q4 2018, worth a combined $213B — down 13% from $246B a quarter earlier.

Buyers outnumbered sellers: 287 funds opened new V positions and 120 closed out — a net gain of 167 holders — while 866 added to existing stakes and 894 trimmed.

The largest buyer was Viking Global Investors, adding an estimated $674M. The largest seller was JP Morgan Chase, cutting an estimated $567M.

  • 2,290 institutional investors held Visa (V) as of Q4 2018, up from 2,147 in Q3 2018.
  • Funds reported $213B of Visa stock for Q4 2018, down 13% quarter-over-quarter.
  • 287 funds opened new Visa positions in Q4 2018 and 120 closed out, a net change of +167 holders.
  • The largest Visa buyer in Q4 2018 was Viking Global Investors, an estimated $674M added.
  • The largest Visa seller in Q4 2018 was JP Morgan Chase, an estimated $567M sold.

Based on aggregated 13F filings for Q4 2018.