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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
PCA
476
Personal Capital Advisors
California
$23.5M +$659K +4,772 +3%
Northwestern Mutual Wealth Management
477
Northwestern Mutual Wealth Management
Wisconsin
$23.5M +$1.72M +12,479 +8%
LC
478
Lunia Capital
Texas
$23.5M +$504K +3,652 +2%
JMH
479
J.M. Hartwell
New York
$23.1M -$331K -2,400 -1%
MIFH
480
Migdal Insurance & Financial Holdings
Israel
$23.1M -$4.26M -30,827 -15%
CP
481
Cumberland Partners
Ontario, Canada
$22.7M +$459K +3,324 +2%
HP
482
Hikari Power
Japan
$22.7M
ORI
483
Oak Ridge Investments
Illinois
$22.6M -$370K -2,676 -2%
SCA
484
Sander Capital Advisors
Washington
$22.6M -$118K -855 -0.5%
PNAA
485
Pictet North America Advisors
Switzerland
$22.4M -$1.47M -10,608 -6%
WEC
486
White Elm Capital
Connecticut
$22.2M -$525K -3,800 -2%
TEC
487
Tiger Eye Capital
Tennessee
$21.8M -$138K -1,000 -0.6%
CBUSF
488
Construction & Building Unions Superannuation Fund
Australia
$21.8M -$1.68M -12,165 -7%
LRPA
489
L. Roy Papp & Associates
Arizona
$21.7M -$231K -1,676 -1%
ALAM
490
Asahi Life Asset Management
Japan
$21.7M +$22.7M +164,694 New
BAMF
491
BI Asset Management Fondsmaeglerselskab
Denmark
$21.7M +$7.73K +56 +0%
FQ
492
First Quadrant
California
$21.6M -$4.78M -34,636 -17%
Tiger Global Management
493
Tiger Global Management
New York
$21.5M -$87M -630,000 -79%
OAM
494
Origin Asset Management
United Kingdom
$21.5M +$235K +1,700 +1%
BCM
495
Bridgeway Capital Management
Texas
$21.2M -$912K -6,600 -4%
PFM
496
Parsec Financial Management
North Carolina
$21.1M +$345K +2,499 +2%
CAI
497
Capital Advisors Inc
Oklahoma
$21M -$186K -1,349 -0.8%
KLWA
498
Kelly Lawrence W & Associates
California
$21M -$136K -985 -0.6%
SYBT
499
Stock Yards Bank & Trust
Kentucky
$20.8M +$51.2K +371 +0.2%
BVDMP
500
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$20.7M

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.