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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
AC
526
Allstate Corporation
Illinois
$19M +$19.7M +142,365 +7,450%
NP
527
NS Partners
United Kingdom
$19M +$22.9K +166 +0.1%
DSA
528
Davis Selected Advisers
Arizona
$18.9M -$12.5M -90,447 -39%
GT
529
Greenleaf Trust
Michigan
$18.5M +$850K +6,157 +5%
NSAM
530
North Star Asset Management
Wisconsin
$18.5M -$59.8K -433 -0.3%
AP
531
Appleton Partners
Massachusetts
$18.4M -$192K -1,390 -1%
MYAM
532
Meiji Yasuda Asset Management
Japan
$18.3M -$176K -1,273 -0.9%
FCI
533
Financial Counselors Inc
Kansas
$18.3M +$915K +6,625 +5%
NPPM
534
North Point Portfolio Managers
Ohio
$18.2M -$1.18M -8,525 -6%
VFA
535
Voya Financial Advisors
Connecticut
$18.1M -$1.15M -8,318 -6%
WTC
536
WhitTier Trust Company
Nevada
$18.1M +$103K +743 +0.5%
JCM
537
Jag Capital Management
Missouri
$18M +$9.29M +67,268 +97%
GIP
538
Granite Investment Partners
California
$18M -$201K -1,453 -1%
WSFS
539
Wilmington Savings Fund Society
Delaware
$17.9M -$253K -1,832 -1%
EDRH
540
Edmond de Rothschild Holding
Switzerland
$17.7M -$1.79M -12,979 -9%
BFA
541
Beaumont Financial Advisors
Massachusetts
$17.6M -$661K -4,789 -3%
NAM
542
North American Management
Massachusetts
$17.6M -$1.12M -8,114 -6%
RIM
543
Redpoint Investment Management
Australia
$17.6M +$271K +1,961 +1%
NFGCM
544
Norman Fields Gottscho Capital Management
New York
$17.5M -$141K -1,020 -0.8%
Daiwa Securities Group
545
Daiwa Securities Group
Japan
$17.4M -$627K -4,537 -3%
BIC
546
Beach Investment Counsel
Pennsylvania
$17.4M
BFM
547
Boston Financial Management
Massachusetts
$17.3M -$1.07M -7,729 -6%
CQS
548
Credential Qtrade Securities
$17.1M +$1.19M +8,647 +7%
DSAM
549
Dock Street Asset Management
Florida
$17M +$364K +2,639 +2%
CNAM
550
Campbell Newman Asset Management
Wisconsin
$17M -$5.41M -39,182 -23%

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.