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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
OCM
726
Oribel Capital Management
New York
$9.96M -$3.23M -23,400 -24%
BAS
727
Brown Advisory Securities
Maryland
$9.95M +$776K +5,621 +8%
CIC
728
Carnegie Investment Counsel
Ohio
$9.91M +$7.37M +53,393 +246%
HCMT
729
Highland Capital Management (Texas)
Texas
$9.9M -$11.3M -81,584 -52%
HAM
730
Honeycomb Asset Management
New York
$9.9M +$10.4M +75,000 New
TIM
731
Tikehau Investment Management
France
$9.82M +$10.3M +74,400 New
PFPT
732
Pinnacle Financial Partners (Tennessee)
Tennessee
$9.76M +$732K +5,298 +8%
AC
733
Abbrea Capital
California
$9.75M +$120K +870 +1%
WP
734
WMS Partners
Maryland
$9.74M -$13.1M -94,716 -56%
SLI
735
Sumitomo Life Insurance
Japan
$9.68M +$761K +5,509 +8%
MCM
736
Mitchell Capital Management
Kansas
$9.68M -$254K -1,842 -2%
TC
737
TownSquare Capital
Utah
$9.65M +$9.35M +67,712 New
WHG
738
Westwood Holdings Group
Texas
$9.62M -$242K -1,755 -2%
PAM
739
Peak Asset Management
Colorado
$9.58M -$58.8K -426 -0.6%
CCT
740
Chemung Canal Trust
New York
$9.51M -$951K -6,888 -9%
LG
741
Leuthold Group
Minnesota
$9.48M -$1.19M -8,620 -11%
LIM
742
Leavell Investment Management
Alabama
$9.47M +$173K +1,250 +2%
CII
743
Capital International Inc
California
$9.45M -$177K -1,284 -2%
SHGA
744
Sand Hill Global Advisors
California
$9.4M -$9.53K -69 -0.1%
B
745
Bailard
California
$9.4M -$794K -5,751 -7%
CMI
746
Cider Mill Investments
Connecticut
$9.37M -$3.31M -24,000 -25%
CTC
747
Central Trust Company
Missouri
$9.36M +$226K +1,635 +2%
PMG
748
ProVise Management Group
Florida
$9.36M -$644K -4,664 -6%
SGK
749
Steigerwald Gordon & Koch
Virginia
$9.33M +$312K +2,262 +3%
MERSOM
750
Municipal Employees' Retirement System of Michigan
Michigan
$9.3M +$9.74M +70,510 New

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.