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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
ST
951
Spinnaker Trust
Maine
$5.04M +$38.9K +282 +0.7%
MWA
952
Marshall Wace Asia
Hong Kong
$5.04M +$5.28M +38,194 New
MMG
953
Monetary Management Group
Missouri
$5.04M +$10.4K +75 +0.2%
SFSIG
954
San Francisco Sentry Investment Group
California
$5.02M -$7.87K -57 -0.1%
PA
955
Profund Advisors
Maryland
$4.98M -$1.9M -13,739 -27%
OMC
956
Overbrook Management Corp
New York
$4.92M +$46.7K +338 +0.9%
WCM
957
Wisconsin Capital Management
Wisconsin
$4.92M +$5.15M +37,314 New
SWM
958
Segment Wealth Management
Texas
$4.91M +$228K +1,650 +5%
DCM
959
Donaldson Capital Management
Indiana
$4.87M -$529K -3,833 -9%
CG
960
CFO4Life Group
Texas
$4.87M -$459K -3,326 -8%
RSVP
961
Ramsay Stattman Vela & Price
Colorado
$4.87M -$71.8K -520 -1%
FG
962
Fiduciary Group
Georgia
$4.82M +$64.1K +464 +1%
ACP
963
Aviance Capital Partners
Florida
$4.81M +$842K +6,094 +20%
RCP
964
Rothschild Capital Partners
New York
$4.79M +$26.9K +195 +0.5%
TCOV
965
Trust Company of Vermont
Vermont
$4.79M +$326K +2,358 +7%
TC
966
Trust Company
Kansas
$4.78M -$390K -2,822 -7%
LCAM
967
Lee Capital Asset Management
New York
$4.75M +$4.97M +35,990 New
BCM
968
Bourgeon Capital Management
Connecticut
$4.74M -$1.26M -9,150 -20%
CI
969
Conning Inc
Connecticut
$4.71M -$548K -3,970 -10%
PFM
970
Premier Fund Managers
United Kingdom
$4.7M -$442K -3,200 -8%
EAM
971
Eagle Asset Management
Florida
$4.69M +$44.5K +322 +0.9%
JWM
972
Jackson Wealth Management
Florida
$4.69M -$1.61M -11,622 -24%
SSB
973
Sandy Spring Bank
Maryland
$4.68M +$210K +1,517 +4%
PS
974
Pensionfund Sabic
Netherlands
$4.67M
SIM
975
Spark Investment Management
New York
$4.67M -$2.82M -20,400 -37%

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.