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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
RJT
576
Raymond James Trust
Florida
$15.7M -$64.8K -469 -0.4%
GIM
577
Grassi Investment Management
California
$15.7M +$81.6K +591 +0.5%
ZIC
578
ZWJ Investment Counsel
Georgia
$15.6M -$35.1K -254 -0.2%
JAFL
579
Jay A. Fishman Ltd
Michigan
$15.6M -$169K -1,225 -1%
KB
580
Kimelman & Baird
New York
$15.6M -$153K -1,107 -0.9%
OCAM
581
Onex Canada Asset Management
Ontario, Canada
$15.6M -$31.2M -226,246 -66%
SIM
582
Sentry Investment Management
Wisconsin
$15.5M -$417K -3,021 -3%
SSA
583
South Street Advisors
New York
$15.5M -$80.8K -585 -0.5%
WAM
584
World Asset Management
Michigan
$15.4M -$761K -5,508 -5%
PAG
585
Private Advisor Group
New Jersey
$15.3M -$513K -3,711 -3%
Parallax Volatility Advisers
586
Parallax Volatility Advisers
California
$15.3M +$16M +116,005 New
WC
587
Westwind Capital
New Mexico
$15.3M +$250K +1,810 +2%
DAM
588
Deltec Asset Management
New York
$15.3M -$355K -2,571 -2%
ZAM
589
Zevin Asset Management
Massachusetts
$15.2M -$2.02M -14,592 -11%
SAM
590
Silvercrest Asset Management
New York
$15.2M -$102K -736 -0.6%
SF
591
Synovus Financial
Georgia
$15.1M +$759K +5,494 +5%
TAM
592
Taurus Asset Management
New York
$15.1M +$200K +1,450 +1%
PP
593
Patten & Patten
Tennessee
$15M -$69.9K -506 -0.4%
JC
594
Jacobs & Co
California
$15M -$67.1K -486 -0.4%
AHC
595
Adell Harriman & Carpenter
Texas
$15M -$194K -1,407 -1%
GLA
596
Great Lakes Advisors
Illinois
$14.9M -$1.77M -12,790 -10%
CCM
597
Covington Capital Management
California
$14.9M -$214K -1,553 -1%
RBA
598
Richard Bernstein Advisors
New York
$14.8M -$1.95M -14,142 -11%
SCP
599
Steamboat Capital Partners
New York
$14.7M +$4.67M +33,786 +43%
ACM
600
Azimuth Capital Management
Michigan
$14.7M +$135K +975 +0.9%

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.