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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
TU
551
TDAM USA
Ontario, Canada
$16.9M -$1.63M -11,801 -8%
CIS
552
Capital International Sarl
California
$16.8M -$470K -3,400 -3%
MC
553
Middleton & Co
Massachusetts
$16.6M +$602K +4,360 +4%
BC
554
Brinker Capital
Pennsylvania
$16.6M +$139K +1,003 +0.8%
GHA
555
GW Henssler & Associates
Georgia
$16.6M -$463K -3,349 -3%
CCM
556
Chilton Capital Management
Texas
$16.6M +$534K +3,870 +3%
GAM
557
Gotham Asset Management
New York
$16.5M -$10.4M -75,609 -38%
GH
558
GAM Holding
Switzerland
$16.5M -$1.25M -9,069 -7%
HW
559
Hancock Whitney
Mississippi
$16.5M +$104K +750 +0.6%
CFG
560
Citizens Financial Group
Rhode Island
$16.4M -$3.17M -22,946 -16%
CA
561
Cornerstone Advisors
North Carolina
$16.4M +$1.38M +10,000 +9%
PL
562
Parkwood LLC
Ohio
$16.3M +$220K +1,595 +1%
GJCM
563
Grand Jean Capital Management
California
$16.3M -$3.68M -26,614 -18%
GGI
564
Godsey & Gibb Inc
Virginia
$16.2M -$7.18K -52 -0%
Twin Tree Management
565
Twin Tree Management
Texas
$16.2M +$10.8M +78,530 +178%
SMI
566
Shelter Mutual Insurance
Missouri
$16.1M -$2.07M -15,000 -11%
PAM
567
Private Asset Management
California
$16M -$466K -3,375 -3%
IA
568
Icon Advisers
Colorado
$16M
SI
569
Stephens Inc
Arkansas
$16M -$750K -5,427 -4%
Jones Financial Companies
570
Jones Financial Companies
Missouri
$16M +$1.6M +11,601 +11%
NRS
571
Neville Rodie & Shaw
New York
$15.8M -$117K -848 -0.7%
JCM
572
Janney Capital Management
Pennsylvania
$15.8M -$1M -7,253 -6%
CCA
573
Cobblestone Capital Advisors
New York
$15.8M +$85.8K +621 +0.5%
DA
574
Dillon & Associates
Michigan
$15.8M +$4.7K +34 +0%
EAM
575
Erste Asset Management
Austria
$15.7M +$16.5M +119,425 New

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.