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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
WIS
1026
Wright Investors Service
Connecticut
$4.1M +$1.17M +8,502 +38%
Acadian Asset Management
1027
Acadian Asset Management
Massachusetts
$4.09M -$3.05M -22,093 -42%
ACS
1028
Archford Capital Strategies
Illinois
$4.08M +$15.9K +115 +0.4%
FAM
1029
Foresters Asset Management
Ontario, Canada
$4.08M -$511K -3,700 -11%
CAM
1030
Covenant Asset Management
New Jersey
$4.05M
FMBTD
1031
First Midwest Bank Trust Division
Illinois
$4.03M -$94.2K -682 -2%
DBT
1032
Dubuque Bank & Trust
Iowa
$4.03M -$143K -1,033 -3%
CCM
1033
Coldstream Capital Management
Washington
$4.03M -$2.9K -21 -0.1%
TRCT
1034
Tower Research Capital (TRC)
New York
$4.01M +$914K +6,618 +28%
TFA
1035
Toth Financial Advisory
Virginia
$3.99M +$230K +1,667 +6%
CC
1036
ClearArc Capital
Ohio
$3.98M -$5M -36,193 -55%
UH
1037
Unigestion Holding
Switzerland
$3.97M
FM
1038
Family Management
New York
$3.97M -$697K -5,043 -14%
ACM
1039
ADI Capital Management
New York
$3.96M +$4.14M +30,000 New
OCM
1040
Ogborne Capital Management
California
$3.96M +$4.14M +30,000 New
DWT
1041
Dorsey & Whitney Trust
South Dakota
$3.96M +$31.6K +229 +0.8%
RAM
1042
Redmond Asset Management
Virginia
$3.94M -$32.9K -238 -0.8%
GFA
1043
Gifford Fong Associates
California
$3.93M
MYIA
1044
Mount Yale Investment Advisors
Colorado
$3.93M +$308K +2,229 +9%
EFS
1045
Essex Financial Services
Connecticut
$3.92M -$1.72M -12,441 -30%
BG
1046
Bahl & Gaynor
Ohio
$3.91M +$11K +80 +0.3%
Caisse de Depot et Placement du Quebec (CDPQ)
1047
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$3.9M -$1.64M -11,900 -29%
LBD
1048
Landsberg Bennett & Dubbaneh
Florida
$3.9M +$4.08M +29,566 New
SBIA
1049
Sheaff Brock Investment Advisors
Indiana
$3.89M -$160K -1,161 -4%
IRF
1050
IBM Retirement Fund
New York
$3.89M -$355K -2,569 -8%

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.