We are live on ! Find out more

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
CAL
976
Capital Analysts LLC
Pennsylvania
$4.64M -$58.7K -456 -1%
BRWA
977
B. Riley Wealth Advisors
Florida
$4.64M +$243K +1,886 +6%
KFBMI
978
Kentucky Farm Bureau Mutual Insurance
Kentucky
$4.64M
TCOO
979
Trust Company of Oklahoma
Oklahoma
$4.63M -$539K -4,185 -11%
CIP
980
Convergence Investment Partners
Florida
$4.58M +$4.05M +31,452 +1,014%
CT
981
Clearstead Trust
Maine
$4.57M +$47.9K +372 +1%
GT
982
Glenview Trust
Kentucky
$4.57M +$558K +4,333 +14%
BAM
983
Bruderman Asset Management
New York
$4.56M +$2.99M +23,256 +208%
MPA
984
Marvin & Palmer Associates
Delaware
$4.55M +$613K +4,760 +16%
SPC
985
Sigma Planning Corp
Michigan
$4.54M +$865K +6,718 +24%
TIM
986
Thompson Investment Management
Wisconsin
$4.54M -$133K -1,036 -3%
MFS
987
Monetta Financial Services
Illinois
$4.5M +$515K +4,000 +13%
WA
988
Winfield Associates
Ohio
$4.5M -$77.2K -600 -2%
SFP
989
Shepherd Financial Partners
Massachusetts
$4.47M +$529K +4,107 +14%
CAM
990
Cypress Asset Management
Texas
$4.47M +$2.35M +18,235 +117%
LW
991
Linscomb Wealth
Texas
$4.47M +$127K +986 +3%
KRSITF
992
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$4.46M -$982K -7,629 -18%
SGAM
993
Steinberg Global Asset Management
Florida
$4.43M +$70K +544 +2%
VanEck Associates
994
VanEck Associates
New York
$4.43M -$15.5M -120,069 -78%
PCIG
995
Partners Capital Investment Group
Massachusetts
$4.41M +$894K +6,946 +26%
FHA
996
Flagship Harbor Advisors
Massachusetts
$4.4M +$357K +2,773 +9%
TCOV
997
Trust Company of Vermont
Vermont
$4.39M +$162K +1,257 +4%
MBTD
998
Mechanics Bank - Trust Department
California
$4.38M +$108K +843 +3%
CAMG
999
CWA Asset Management Group
Florida
$4.35M +$125K +972 +3%
WGCA
1000
Wolf Group Capital Advisors
Virginia
$4.35M +$88.4K +687 +2%

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.