We are live on ! Find out more

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
651
Skylands Capital
Wisconsin
$12.4M -$594K -4,300 -4%
KIA
652
KCM Investment Advisors
California
$12.3M +$1.38M +9,973 +12%
TCM
653
Thames Capital Management
New Jersey
$12.3M +$4.55M +32,980 +54%
ZCA
654
Zeke Capital Advisors
Pennsylvania
$12.3M -$778K -5,634 -6%
MA
655
Montag & Associates
Georgia
$12.3M +$1.3M +9,443 +11%
RA
656
RiverPark Advisors
New York
$12.2M -$8.9M -64,421 -41%
PAI
657
Pittenger & Anderson Inc
Nebraska
$12.2M -$218K -1,581 -2%
LSERS
658
Louisiana State Employees Retirement System
Louisiana
$12.2M -$1.63M -11,800 -11%
TCM
659
TimesSquare Capital Management
New York
$12.2M -$59.4K -430 -0.5%
VFCM
660
Valley Forge Capital Management
Florida
$12.1M +$1.38M +10,000 +12%
TTWM
661
TCV Trust & Wealth Management
Virginia
$12.1M +$39.2K +284 +0.3%
RMSCM
662
R.M. Sincerbeaux Capital Management
New York
$12.1M +$13.8K +100 +0.1%
MRCM
663
M&R Capital Management
New Jersey
$12.1M -$84.4K -611 -0.7%
ET
664
Equitable Trust
Tennessee
$12.1M +$164K +1,189 +1%
PCM
665
Palisade Capital Management
New Jersey
$12.1M +$89.9K +651 +0.7%
QI
666
QS Investors
New York
$12.1M -$4.2M -30,401 -25%
Public Sector Pension Investment Board (PSP Investments)
667
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$12.1M -$2.61M -18,900 -17%
KCP
668
KDI Capital Partners
North Carolina
$12.1M +$1.29M +9,355 +11%
Simplex Trading
669
Simplex Trading
Illinois
$12M +$12.6M +91,061 New
NEI
670
Northwest & Ethical Investments
Ontario, Canada
$12M +$5.39M +39,041 +75%
HFS
671
HL Financial Services
Kentucky
$12M -$248K -1,795 -2%
FDCC
672
Foster Dykema Cabot & Co
Massachusetts
$12M -$48.8K -353 -0.4%
MFBTD
673
MB Financial Bank - Trust Department
Illinois
$11.9M -$249K -1,806 -2%
FMII
674
Farmers & Merchants Investments Inc
Nebraska
$11.9M
DKCM
675
Davidson Kempner Capital Management
New York
$11.9M -$8.29M -60,000 -40%

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.