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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
CCM
1051
Condor Capital Management
New Jersey
$3.71M -$61.8K -480 -2%
FT
1052
Fiduciary Trust
Massachusetts
$3.69M +$110K +855 +3%
OAM
1053
Oxford Asset Management
United Kingdom
$3.69M +$3.56M +27,631 New
JFL
1054
Jarislowsky, Fraser Ltd
Quebec, Canada
$3.68M +$95K +738 +3%
CSA
1055
Cottage Street Advisors
Massachusetts
$3.67M -$26.4K -205 -0.7%
HIMC
1056
Heritage Investors Management Corp
Maryland
$3.65M +$86.2K +670 +2%
SNB
1057
Security National Bank
Nebraska
$3.64M +$1.45M +11,250 +69%
DWT
1058
Dorsey & Whitney Trust
South Dakota
$3.63M +$2.38M +18,490 +207%
ACA
1059
Atlas Capital Advisors
Wyoming
$3.63M -$38.6K -300 -1%
BA
1060
Bristlecone Advisors
Washington
$3.62M -$226K -1,755 -6%
BP
1061
Broadleaf Partners
Ohio
$3.62M -$177K -1,379 -5%
NCGI
1062
Next Century Growth Investors
Minnesota
$3.6M
LWM
1063
Lyell Wealth Management
California
$3.6M +$11.6K +90 +0.3%
KCM
1064
Karp Capital Management
California
$3.59M +$77.7K +604 +2%
CAM
1065
Covenant Asset Management
New Jersey
$3.59M +$1.52M +11,836 +78%
CNBT
1066
Canandaigua National Bank & Trust
New York
$3.56M +$18.1K +141 +0.5%
PFA
1067
Paradigm Financial Advisors
Missouri
$3.55M -$40.5K -315 -1%
SSI
1068
Scott & Selber Inc
Texas
$3.54M +$16.3K +127 +0.5%
FMB
1069
Field & Main Bank
Kentucky
$3.53M -$66.9K -520 -2%
BIMC
1070
Benson Investment Management Company
Virginia
$3.52M +$2.68M +20,820 +363%
HW
1071
Hedeker Wealth
Illinois
$3.51M -$13.8K -107 -0.4%
MYIA
1072
Mount Yale Investment Advisors
Colorado
$3.49M -$53.5K -416 -2%
CC
1073
Cannell & Co
New York
$3.49M -$129 -1 -0%
PCTC
1074
Perkins Coie Trust Company
Washington
$3.48M -$61.6K -479 -2%
TWM
1075
Torch Wealth Management
Ohio
$3.47M +$11.6K +90 +0.3%

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.