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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
CPA
1076
Capital Planning Advisors
California
$3.45M -$1.25M -9,721 -27%
BFG
1077
Beacon Financial Group
Texas
$3.44M -$88.2K -685 -3%
FA
1078
FMA Advisory
Pennsylvania
$3.43M -$55.9K -434 -2%
BOS
1079
Bank of Stockton
California
$3.42M -$145K -1,125 -4%
HCA
1080
Harbour Capital Advisors
Virginia
$3.42M +$156K +1,213 +5%
LFAS
1081
Level Four Advisory Services
Texas
$3.41M +$42.3K +329 +1%
HFA
1082
HC Financial Advisors
California
$3.39M +$35.5K +276 +1%
ECM
1083
EagleClaw Capital Management
Massachusetts
$3.39M -$90.1K -700 -3%
AIA
1084
Armor Investment Advisors
North Carolina
$3.38M -$109K -849 -3%
WI
1085
WBI Investments
New Jersey
$3.38M -$227K -1,760 -6%
SCM
1086
Snyder Capital Management
California
$3.38M +$21.8K +169 +0.7%
FNB
1087
Farmers National Bank
Kentucky
$3.38M -$83.7K -650 -2%
IB
1088
Intrust Bank
Kansas
$3.33M -$16.9K -131 -0.5%
SMFG
1089
Sumitomo Mitsui Financial Group
Japan
$3.33M +$584K +4,540 +22%
MIA
1090
MainStreet Investment Advisors
Illinois
$3.32M +$390K +3,034 +14%
GI
1091
GS Investments
Minnesota
$3.32M -$239K -1,860 -7%
CAM
1092
Carret Asset Management
New York
$3.32M -$42.6K -331 -1%
MCTIC
1093
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$3.32M +$821K +6,375 +34%
TYCC
1094
Texas Yale Capital Corp
Florida
$3.31M +$295K +2,290 +10%
FAIM
1095
Financial Advocates Investment Management
Washington
$3.28M -$58.2K -452 -2%
HT
1096
HAP Trading
New York
$3.28M +$3.19M +24,784 New
BIM
1097
Beach Investment Management
Pennsylvania
$3.28M
ISL
1098
Ingalls & Snyder LLC
New York
$3.28M +$49.8K +387 +2%
S
1099
SimplyRich
California
$3.26M
SGCA
1100
Steel Grove Capital Advisors
Tennessee
$3.23M +$9.27K +72 +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.