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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
MML Investors Services
601
MML Investors Services
Massachusetts
$15.8M +$1.13M +8,782 +8%
DA
602
Dillon & Associates
Michigan
$15.8M +$61K +474 +0.4%
ZIC
603
ZWJ Investment Counsel
Georgia
$15.7M +$57.4K +446 +0.4%
SI
604
Stephens Inc
Arkansas
$15.6M +$467K +3,632 +3%
AHC
605
Adell Harriman & Carpenter
Texas
$15.6M -$179K -1,387 -1%
GIM
606
Grassi Investment Management
California
$15.5M +$405K +3,143 +3%
SAM
607
Silvercrest Asset Management
New York
$15.5M +$116K +901 +0.8%
RJT
608
Raymond James Trust
Florida
$15.5M +$153K +1,190 +1%
MC
609
Middleton & Co
Massachusetts
$15.5M +$141K +1,096 +0.9%
SF
610
Synovus Financial
Georgia
$15.4M +$338K +2,624 +2%
PP
611
Patten & Patten
Tennessee
$15.3M -$57.9K -450 -0.4%
JC
612
Jacobs & Co
California
$15.2M -$452K -3,514 -3%
BCM
613
BTR Capital Management
California
$15.1M -$367K -2,855 -2%
TAM
614
Taurus Asset Management
New York
$14.9M +$30.9K +240 +0.2%
CCM
615
Covington Capital Management
California
$14.9M +$177K +1,379 +1%
Capital Research Global Investors
616
Capital Research Global Investors
California
$14.9M -$320M -2,484,020 -96%
Jones Financial Companies
617
Jones Financial Companies
Missouri
$14.8M -$240K -1,868 -2%
ACM
618
Azimuth Capital Management
Michigan
$14.6M +$43.1K +335 +0.3%
KWMG
619
King Wealth Management Group
Florida
$14.6M +$323K +2,513 +2%
FBB
620
Fulton Breakefield Broenniman
Maryland
$14.6M +$34.9K +271 +0.2%
TAM
621
Troy Asset Management
United Kingdom
$14.5M +$584K +4,537 +4%
BC
622
Breakline Capital
New York
$14.5M +$3.08M +23,928 +28%
RSS
623
Rosenblum Silverman Sutton
California
$14.4M -$1.62M -12,603 -10%
CCG
624
Cypress Capital Group
Florida
$14.4M -$288K -2,239 -2%
BF
625
BOK Financial
Oklahoma
$14.4M +$28.8K +224 +0.2%

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.