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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
QI
876
Quilter Investors
United Kingdom
$6.1M +$6.39M +46,241 New
LBC
877
Lowe Brockenbrough & Co
Virginia
$6.05M +$5.54M +40,093 +693%
IIM
878
Ipswich Investment Management
Massachusetts
$6.04M +$146K +1,057 +2%
UR
879
USCA RIA
Texas
$6.01M -$292K -2,115 -4%
LCM
880
Liberty Capital Management
Michigan
$6.01M +$179K +1,293 +3%
BCM
881
Barometer Capital Management
Ontario, Canada
$6M -$24.6M -178,127 -80%
GCM
882
Grisanti Capital Management
New York
$6M +$6.28M +45,435 New
TAM
883
Trillium Asset Management
Massachusetts
$5.94M -$1.03M -7,476 -14%
HHMI
884
Howard Hughes Medical Institute
Maryland
$5.94M
VSI
885
Verde Servicos Internacionais
Brazil
$5.93M -$3.09M -22,408 -33%
ECM
886
Everence Capital Management
Indiana
$5.88M
ASN
887
Advisory Services Network
Georgia
$5.88M +$429K +3,109 +8%
Wolverine Trading
888
Wolverine Trading
Illinois
$5.87M -$9.15M -66,225 -60%
CIC
889
Chase Investment Counsel
Virginia
$5.86M -$255K -1,845 -4%
LNWWM
890
Laird Norton Wetherby Wealth Management
California
$5.86M -$11K -80 -0.2%
AIM
891
Arcadia Investment Management
Michigan
$5.85M -$443K -3,209 -7%
PPSG
892
Princeton Portfolio Strategies Group
New Jersey
$5.84M -$387K -2,800 -6%
AAM
893
Auxier Asset Management
Oregon
$5.83M
FAT
894
First American Trust
California
$5.83M -$61.6K -446 -1%
BHB
895
Bank Hapoalim BM
Israel
$5.83M -$2.5M -18,131 -29%
HR
896
Hayden Royal
North Carolina
$5.82M +$6.09M +44,104 New
Capital Fund Management (CFM)
897
Capital Fund Management (CFM)
France
$5.77M -$408K -2,954 -6%
SPC
898
Sigma Planning Corp
Michigan
$5.77M +$64.2K +465 +1%
MMA
899
Miracle Mile Advisors
California
$5.76M +$26.2K +190 +0.4%
ANBT
900
American National Bank & Trust
Texas
$5.75M -$296K -2,145 -5%

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.