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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
SC
601
Sepio Capital
Utah
$14.7M +$15.3M +111,045 New
FBB
602
Fulton Breakefield Broenniman
Maryland
$14.5M -$27.3K -198 -0.2%
TAM
603
Troy Asset Management
United Kingdom
$14.5M
DBG
604
De Burlo Group
Massachusetts
$14.5M -$3.97M -28,750 -21%
FIM
605
Foresters Investment Management
New York
$14.5M +$2.39M +17,300 +19%
SPIA
606
Steward Partners Investment Advisory
New York
$14.4M +$4.64M +33,610 +44%
SCM
607
Stevens Capital Management
Pennsylvania
$14.4M +$15.1M +109,220 New
AI
608
Atom Investors
Texas
$14.4M +$15M +108,900 New
SWM
609
SVA Wealth Management
Wisconsin
$14.4M +$138K +1,001 +0.9%
CCG
610
Cypress Capital Group
Florida
$14.3M +$56.8K +411 +0.4%
BWP
611
Baldwin Wealth Partners
Massachusetts
$14.3M +$213K +1,540 +1%
BF
612
BOK Financial
Oklahoma
$14.2M -$268K -1,938 -2%
DG
613
Delek Group
Israel
$14.2M +$468K +3,387 +3%
QIM
614
Quest Investment Management
Oregon
$14.1M +$353K +2,559 +2%
PNC
615
Park National Corp
Ohio
$14M -$129K -935 -0.9%
PC
616
PointState Capital
New York
$13.9M +$14.6M +105,600 New
CIC
617
Chilton Investment Company
Connecticut
$13.9M -$13.9M -100,783 -49%
SI
618
Sensato Investors
California
$13.8M +$1.03M +7,479 +8%
BCM
619
BTR Capital Management
California
$13.8M -$603K -4,366 -4%
II
620
IFM Investors
Australia
$13.6M +$1.23M +8,920 +9%
CIA
621
CCM Investment Advisers
South Carolina
$13.4M +$702K +5,080 +5%
KCM
622
Kornitzer Capital Management
Kansas
$13.4M -$315K -2,284 -2%
B
623
Barings
North Carolina
$13.4M -$10.2M -73,918 -42%
TSS
624
Thomas Story & Son
Indiana
$13.4M -$6.91K -50 -0%
HTI
625
Hikari Tsushin Inc
Japan
$13.4M

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.