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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
FI
1001
Fosun International
China
$4.38M -$428K -3,100 -9%
SW
1002
SlateStone Wealth
Florida
$4.38M +$4.59M +33,201 New
PTC
1003
Private Trust Company
Ohio
$4.32M +$30.5K +221 +0.7%
JSA
1004
Jacobson & Schmitt Advisors
Wisconsin
$4.32M +$229K +1,660 +5%
FHA
1005
Flagship Harbor Advisors
Massachusetts
$4.3M -$111K -803 -2%
PCM
1006
Princeton Capital Management
New Jersey
$4.29M -$1.03M -7,436 -19%
BFC
1007
Blue Fin Capital
Rhode Island
$4.27M -$13.4K -97 -0.3%
KCMRT
1008
Kemper Corp Master Retirement Trust
Illinois
$4.24M
WCM
1009
Whitener Capital Management
North Carolina
$4.24M +$207K +1,500 +5%
WGCA
1010
Wolf Group Capital Advisors
Virginia
$4.23M +$414 +3 +0%
GAM
1011
Griffin Asset Management
New York
$4.2M -$179K -1,295 -4%
WAM
1012
Wealthspire Advisors (Maryland)
Maryland
$4.19M +$24.3K +176 +0.6%
PCM
1013
Parsons Capital Management
Rhode Island
$4.19M +$195K +1,409 +5%
MA
1014
MUFG Americas
New York
$4.17M +$2.9K +21 +0.1%
TA
1015
Tiedemann Advisors
New York
$4.17M +$3.06M +22,175 +235%
BFS
1016
Bradley Foster & Sargent
Connecticut
$4.15M +$210K +1,522 +5%
SNB
1017
Security National Bank
Nebraska
$4.13M +$447K +3,239 +12%
WAM
1018
Weatherly Asset Management
California
$4.12M +$956K +6,922 +28%
WTFG
1019
Wells Trecaso Financial Group
Ohio
$4.12M +$30.2K +219 +0.7%
PA
1020
Perennial Advisors
New York
$4.12M +$52.5K +380 +1%
AC
1021
Avenir Corporation
Virginia
$4.12M -$63.9K -463 -1%
RWA
1022
River Wealth Advisors
Pennsylvania
$4.12M +$56.5K +409 +1%
ECML
1023
Eagle Capital Management (Louisiana)
Louisiana
$4.11M -$25K -181 -0.6%
HIMC
1024
Heritage Investors Management Corp
Maryland
$4.11M +$523K +3,789 +14%
OAMG
1025
Odey Asset Management Group
United Kingdom
$4.1M +$3.11M +22,550 +264%

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.