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2,120 hedge funds and large institutions have $219B invested in Visa in 2018 Q2 according to their latest regulatory filings, with 121 funds opening new positions, 867 increasing their positions, 835 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 61

18% more funds holding in top 10

Funds holding in top 10: 365430 (+65)

11% more call options, than puts

Call options by funds: $1.8B | Put options by funds: $1.62B

10% more capital invested

Capital invested by funds: $198B → $219B (+$20.3B)

2% more funds holding

Funds holding: 2,0762,120 (+44)

4% more repeat investments, than reductions

Existing positions increased: 867 | Existing positions reduced: 835

0.76% more ownership

Funds ownership: 92.01%92.77% (+0.76%)

Holders
2,120
Holders Change
+44
Holders Change %
+2.12%
% of All Funds
48.52%
Holding in Top 10
430
Holding in Top 10 Change
+65
Holding in Top 10 Change %
+17.81%
% of All Funds
9.84%
New
121
Increased
867
Reduced
835
Closed
61
Calls
$1.8B
Puts
$1.62B
Net Calls
+$184M
Net Calls Change
+$985M
Name Holding Trade Value Shares
Change
Change in
Stake
AP
551
Appleton Partners
Massachusetts
$19M +$16.3K +127 +0.1%
SH
552
Sandia Holdings
Connecticut
$18.8M -$984K -7,644 -5%
BFA
553
Beaumont Financial Advisors
Massachusetts
$18.8M -$267K -2,078 -1%
NSAM
554
North Star Asset Management
Wisconsin
$18.8M -$28.7K -223 -0.2%
Daiwa Securities Group
555
Daiwa Securities Group
Japan
$18.7M +$515K +4,002 +3%
HAM
556
Hyperion Asset Management
Australia
$18.6M +$55.5K +431 +0.3%
EWA
557
EP Wealth Advisors
California
$18.5M -$763K -5,927 -4%
Cohen & Steers
558
Cohen & Steers
New York
$18.4M +$17.8M +138,404 +24,028%
BIC
559
Beach Investment Counsel
Pennsylvania
$18.4M
RCM
560
Riverpark Capital Management
New York
$18.4M -$5.02M -39,035 -22%
WSFS
561
Wilmington Savings Fund Society
Delaware
$18.3M -$401K -3,114 -2%
SMI
562
Shelter Mutual Insurance
Missouri
$18.2M -$1.96M -15,200 -10%
PL
563
Parkwood LLC
Ohio
$18.1M +$7.73M +60,039 +78%
MYAM
564
Meiji Yasuda Asset Management
Japan
$18M +$698K +5,420 +4%
QI
565
QS Investors
New York
$18M +$910K +7,074 +5%
IA
566
Icon Advisers
Colorado
$18M -$526K -4,083 -3%
WTC
567
WhitTier Trust Company
Nevada
$17.8M +$525K +4,077 +3%
NFGCM
568
Norman Fields Gottscho Capital Management
New York
$17.8M -$268K -2,080 -2%
JCM
569
Janney Capital Management
Pennsylvania
$17.7M -$3.58M -27,832 -17%
GGI
570
Godsey & Gibb Inc
Virginia
$17.6M -$1.11M -8,646 -6%
GH
571
GAM Holding
Switzerland
$17.6M +$12.6M +98,106 +281%
GHA
572
GW Henssler & Associates
Georgia
$17.6M -$405K -3,143 -2%
GAMA
573
Graticule Asia Macro Advisors
New York
$17.6M +$13M +101,109 +318%
RIM
574
Redpoint Investment Management
Australia
$17.4M -$111K -861 -0.7%
BFM
575
Boston Financial Management
Massachusetts
$17.3M -$535K -4,157 -3%

V Hedge Fund Activity: Q2 2018 in Review

2,120 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Visa (V) for Q2 2018, worth a combined $219B — up 10% from $198B a quarter earlier.

Buyers outnumbered sellers: 121 funds opened new V positions and 61 closed out — a net gain of 60 holders — while 867 added to existing stakes and 835 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $349M. The largest seller was Eaton Vance Management, cutting an estimated $442M.

  • 2,120 institutional investors held Visa (V) as of Q2 2018, up from 2,076 in Q1 2018.
  • Funds reported $219B of Visa stock for Q2 2018, up 10% quarter-over-quarter.
  • 121 funds opened new Visa positions in Q2 2018 and 61 closed out, a net change of +60 holders.
  • The largest Visa buyer in Q2 2018 was Citadel Advisors, an estimated $349M added.
  • The largest Visa seller in Q2 2018 was Eaton Vance Management, an estimated $442M sold.

Based on aggregated 13F filings for Q2 2018.