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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
CB
901
Chemical Bank
Michigan
$5.74M +$1.11M +8,063 +23%
DWM
902
Dakota Wealth Management
Florida
$5.74M +$160K +1,159 +3%
NONA
903
Ninety One North America
New York
$5.73M +$333K +2,412 +6%
SA
904
Strategic Advisors
New York
$5.71M -$67K -485 -1%
MC
905
Moors & Cabot
Massachusetts
$5.67M -$859K -6,219 -13%
FCT
906
Family Capital Trust
Massachusetts
$5.66M -$189K -1,372 -3%
CAM
907
Cypress Asset Management
Texas
$5.59M +$1.6M +11,585 +38%
RHFI
908
Reilly Herbert Faulkner III
$5.59M +$74K +536 +1%
BDWM
909
Brewin Dolphin Wealth Management
Ireland
$5.53M +$15.9K +115 +0.3%
BA
910
BKS Advisors
Michigan
$5.53M -$429K -3,103 -7%
BIM
911
Bridgecreek Investment Management
Oklahoma
$5.5M -$34.5K -250 -0.6%
ZIM
912
Zacks Investment Management
Illinois
$5.5M -$107K -772 -2%
FTC
913
Farmers Trust Company
Ohio
$5.5M -$179K -1,295 -3%
BP
914
BBR Partners
New York
$5.46M +$5.45M +39,487 +2,091%
HAG
915
HighPoint Advisor Group
Illinois
$5.45M +$10.5M +76,205 +344%
SIMM
916
Stillwater Investment Management (Minnesota)
Minnesota
$5.45M +$59.5K +431 +1%
PWM
917
Patriot Wealth Management
Texas
$5.44M -$116K -837 -2%
CA
918
Cetera Advisors
Colorado
$5.43M +$113K +817 +2%
LWCA
919
Locust Wood Capital Advisers
New York
$5.43M +$5.68M +41,145 New
SIP
920
Stoneridge Investment Partners
Pennsylvania
$5.42M -$2.51M -18,173 -31%
HWA
921
HCR Wealth Advisors
California
$5.4M +$3.59K +26 +0.1%
MPA
922
Marvin & Palmer Associates
Delaware
$5.4M +$140K +1,013 +3%
GI
923
GAMCO Investors
Connecticut
$5.38M +$64.9K +470 +1%
ECM
924
ETrade Capital Management
Virginia
$5.36M -$38.5K -279 -0.7%
APA
925
American Portfolios Advisors
New York
$5.35M -$138 -1 -0%

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.