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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
AP
626
Archon Partners
New Jersey
$13.4M
H
627
HoyleCohen
California
$13.4M -$390K -2,823 -3%
IAA
628
Independent Advisor Alliance
North Carolina
$13.3M +$386K +2,794 +3%
SC
629
Shellback Capital
Massachusetts
$13.3M +$13.9M +100,735 New
CTA
630
Carillon Tower Advisers
Florida
$13.3M +$13.9M +100,700 New
PP
631
Paloma Partners
Connecticut
$13.2M +$13.1M +94,883 +1,721%
AIM
632
Alphinity Investment Management
Australia
$13.2M +$13.8M +100,095 New
TA
633
TRB Advisors
New York
$13.2M -$31.1M -225,000 -69%
AFG
634
Albion Financial Group
Utah
$13.1M +$152K +1,099 +1%
MCM
635
MAI Capital Management
Ohio
$13.1M +$185K +1,341 +1%
Cerity Partners
636
Cerity Partners
New York
$13M +$1.54M +11,183 +13%
TNB
637
Thomasville National Bank
Georgia
$12.9M -$204K -1,474 -1%
LOAME
638
Lombard Odier Asset Management (Europe)
United Kingdom
$12.9M -$1.52M -11,000 -10%
DY
639
Dowling & Yahnke
California
$12.9M +$218K +1,580 +2%
SSWM
640
Sheets Smith Wealth Management
North Carolina
$12.9M +$46.8K +339 +0.3%
JMFC
641
J.M. Forbes & Co
Massachusetts
$12.9M -$98.3K -712 -0.7%
NWM
642
Nicola Wealth Management
British Columbia, Canada
$12.9M
YIA
643
YHB Investment Advisors
Connecticut
$12.8M +$1M +7,249 +8%
MLL
644
Moody Lynn & Lieberson
Massachusetts
$12.7M -$433K -3,136 -3%
KWMG
645
King Wealth Management Group
Florida
$12.7M -$630K -4,559 -5%
Canada Pension Plan Investment Board
646
Canada Pension Plan Investment Board
Ontario, Canada
$12.7M +$3.12M +22,600 +31%
COPPSERS
647
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$12.6M -$6.9M -49,929 -34%
BFO
648
Boston Family Office
Massachusetts
$12.6M +$1.77M +12,831 +15%
RC
649
RBF Capital
California
$12.5M
CBOA
650
Commonwealth Bank of Australia
Australia
$12.5M +$841K +6,088 +7%

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.