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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
Baillie Gifford & Co
51
Baillie Gifford & Co
United Kingdom
$801M -$10.2M -78,920 -1%
PPA
52
Parametric Portfolio Associates
Washington
$774M +$29.8M +231,675 +4%
Harris Associates
53
Harris Associates
Illinois
$765M -$43M -333,800 -5%
Fundsmith LLP
54
Fundsmith LLP
United Kingdom
$758M -$108K -841 -0%
FEF
55
Fundsmith Equity Fund
Connecticut
$758M +$736M +5,719,877 New
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$727M -$113M -879,440 -14%
New York State Common Retirement Fund
57
New York State Common Retirement Fund
New York
$726M -$43.8M -340,196 -6%
Dimensional Fund Advisors
58
Dimensional Fund Advisors
Texas
$664M +$21.4M +166,402 +3%
ACM
59
AKRE Capital Management
Virginia
$647M
1832 Asset Management
60
1832 Asset Management
Ontario, Canada
$643M -$24.4M -189,337 -4%
PI
61
Putnam Investments
Massachusetts
$641M -$22.7M -176,188 -4%
Primecap Management
62
Primecap Management
California
$617M -$222M -1,723,520 -27%
TD Asset Management
63
TD Asset Management
Ontario, Canada
$597M -$61.6M -478,697 -10%
WRF
64
Waddell & Reed Financial
Kansas
$585M -$52.7M -409,798 -8%
Prudential Financial
65
Prudential Financial
New Jersey
$579M +$13.3M +103,331 +2%
Manulife (Manufacturers Life Insurance)
66
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$574M -$276M -2,145,496 -33%
Temasek Holdings
67
Temasek Holdings
Singapore
$570M +$18.8M +146,290 +4%
Mitsubishi UFJ Trust & Banking
68
Mitsubishi UFJ Trust & Banking
Japan
$561M +$11.8M +91,423 +2%
CS
69
Credit Suisse
Switzerland
$558M -$52.3M -406,257 -9%
AAMU
70
Amundi Asset Management US
Massachusetts
$553M +$31.2M +242,725 +6%
Principal Financial Group
71
Principal Financial Group
Iowa
$547M -$9.01M -70,038 -2%
California Public Employees Retirement System
72
California Public Employees Retirement System
California
$544M -$1.56M -12,105 -0.3%
Citadel Advisors
73
Citadel Advisors
Florida
$537M +$349M +2,714,006 +203%
Schroder Investment Management Group
74
Schroder Investment Management Group
United Kingdom
$532M -$47.7M -370,610 -8%
Arrowstreet Capital
75
Arrowstreet Capital
Massachusetts
$525M +$223M +1,731,640 +78%

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.