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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
GP
676
Girard Partners
Pennsylvania
$11.9M +$192K +1,392 +2%
HCMNY
677
Howard Capital Management (New York)
New York
$11.9M +$12.4M +89,818 New
GJIC
678
Gamble Jones Investment Counsel
California
$11.8M -$517K -3,745 -4%
CAPTRUST Financial Advisors
679
CAPTRUST Financial Advisors
North Carolina
$11.8M -$86K -623 -0.7%
SC
680
SouthState Corp
Florida
$11.8M +$673K +4,875 +6%
LP
681
LMR Partners
United Kingdom
$11.8M +$12.3M +89,167 New
OWD
682
Osborn Williams & Donohoe
Ohio
$11.8M -$64.5K -467 -0.5%
MAM
683
Mastrapasqua Asset Management
Tennessee
$11.7M -$317K -2,292 -3%
HCMT
684
Highland Capital Management (Tennessee)
Tennessee
$11.7M -$239K -1,731 -2%
BWFA
685
Baltimore-Washington Financial Advisors
Maryland
$11.7M -$58.6K -424 -0.5%
RCM
686
Riverpark Capital Management
New York
$11.7M -$6.04M -43,705 -33%
BC
687
Burney Company
Virginia
$11.7M +$118K +855 +1%
VC
688
Vestor Capital
Illinois
$11.7M +$4.25M +30,741 +53%
CTA
689
Colonial Trust Advisors
South Carolina
$11.6M -$1.06M -7,688 -8%
ERIM
690
Eagle Ridge Investment Management
Connecticut
$11.6M -$238K -1,720 -2%
BRC
691
Bishop Rock Capital
New York
$11.5M +$2.37M +17,169 +24%
RIG
692
Roosevelt Investment Group
New York
$11.5M -$199K -1,440 -2%
AIM
693
Anchor Investment Management
South Carolina
$11.5M -$176K -1,271 -1%
BCAM
694
Boston Common Asset Management
Massachusetts
$11.5M +$859K +6,220 +8%
GCM
695
Gladius Capital Management
Illinois
$11.4M +$11.7M +85,007 +4,786%
Wealthfront Advisers
696
Wealthfront Advisers
California
$11.4M +$11.9M +86,121 New
RCYC
697
Richard C. Young & Co
Rhode Island
$11.3M -$207K -1,496 -2%
BONST
698
Bank of Nova Scotia Trust
Ontario, Canada
$11.3M -$168K -1,214 -1%
CWM
699
Catamount Wealth Management
Connecticut
$11.2M -$1.51M -10,928 -12%
BPCE
700
Bank Pictet & Cie (Europe)
Germany
$11.2M +$622K +4,505 +6%

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.