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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
JIM
1026
Jupiter Investment Management
United Kingdom
$4.09M -$2.85M -22,122 -42%
SBIA
1027
Sheaff Brock Investment Advisors
Indiana
$4.09M -$4.12K -32 -0.1%
WCM
1028
Whitener Capital Management
North Carolina
$4.07M -$174K -1,355 -4%
DWM
1029
Dakota Wealth Management
Florida
$4.04M +$3.41M +26,513 +663%
RAM
1030
Redmond Asset Management
Virginia
$4.03M +$9.65K +75 +0.2%
PCM
1031
Parsons Capital Management
Rhode Island
$4.02M +$21.5K +167 +0.6%
PTB
1032
Pioneer Trust Bank
Oregon
$3.99M +$324K +2,521 +9%
JSA
1033
Jacobson & Schmitt Advisors
Wisconsin
$3.98M +$497K +3,864 +15%
BG
1034
Bahl & Gaynor
Ohio
$3.95M +$4.25K +33 +0.1%
GFA
1035
Gifford Fong Associates
California
$3.95M
CWP
1036
Capital Wealth Planning
Florida
$3.94M +$1.27M +9,840 +49%
RWA
1037
River Wealth Advisors
Pennsylvania
$3.94M +$187K +1,453 +5%
BFS
1038
Bradley Foster & Sargent
Connecticut
$3.93M +$62K +482 +2%
LSA
1039
L & S Advisors
California
$3.93M -$1.76M -13,658 -32%
SCM
1040
Shelton Capital Management
Colorado
$3.92M +$994K +7,723 +35%
YWP
1041
YorkBridge Wealth Partners
New York
$3.92M +$247K +1,921 +7%
IHL
1042
Investment House LLC
California
$3.87M +$39.3K +305 +1%
FMLI
1043
Fukoku Mutual Life Insurance
Japan
$3.87M
LCH
1044
Lee Capital Holdings
New York
$3.86M +$3.75M +29,137 New
JFA
1045
Johanson Financial Advisors
California
$3.83M +$13.6K +106 +0.4%
GIM
1046
Goelzer Investment Management
Indiana
$3.82M -$218K -1,695 -6%
WA1
1047
Wimmer Associates 1
California
$3.82M -$47K -365 -1%
BCA
1048
Bray Capital Advisors
Florida
$3.82M -$88.7K -689 -2%
CCM
1049
Coldstream Capital Management
Washington
$3.78M +$12.7K +99 +0.3%
CCG
1050
Ceeto Capital Group
Florida
$3.71M

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.