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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
LFGH
1101
Lee Financial Group Hawaii
Hawaii
$3.2M +$49.9K +388 +2%
MFAM
1102
Motley Fool Asset Management
Virginia
$3.18M +$415K +3,228 +16%
IMOV
1103
Investment Management of Virginia
Virginia
$3.18M +$34.9K +271 +1%
HKIM
1104
Hayek Kallen Investment Management
Alabama
$3.18M -$119K -923 -4%
GC
1105
Grace Capital
Massachusetts
$3.14M +$3.05M +23,730 New
NL
1106
NVWM LLC
Pennsylvania
$3.13M +$67.1K +521 +2%
SNT
1107
Security National Trust
West Virginia
$3.13M -$21.9K -170 -0.7%
NAM
1108
NTV Asset Management
West Virginia
$3.12M -$38.6K -300 -1%
HCM
1109
Harvey Capital Management
Florida
$3.11M -$12.9K -100 -0.4%
CWM
1110
Concentric Wealth Management
California
$3.1M +$94.7K +736 +3%
OA
1111
Oxbow Advisors
Texas
$3.08M +$144K +1,120 +5%
SACTSONJ
1112
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$3.05M -$129K -1,000 -4%
PCIA
1113
Prime Capital Investment Advisors
Kansas
$3.02M +$2.38M +18,479 +428%
SAM
1114
Security Asset Management
New York
$3.01M +$5.15K +40 +0.2%
ACP
1115
Aviance Capital Partners
Florida
$3.01M -$104K -805 -3%
BOIA
1116
Bush ODonnell Investment Advisors
Missouri
$3M -$2.5M -19,399 -46%
WIS
1117
Wright Investors Service
Connecticut
$3M -$401K -3,116 -12%
RA
1118
Rational Advisors
New York
$3M -$30.4K -236 -1%
SC
1119
Searle & Co
Connecticut
$2.97M
WFG
1120
Wills Financial Group
Virginia
$2.95M +$382K +2,965 +15%
LCP
1121
Legacy Capital Partners
Wisconsin
$2.94M -$45K -350 -2%
DS
1122
Dudley & Shanley
Florida
$2.94M -$5.15K -40 -0.2%
BKA
1123
Brick & Kyle Associates
Pennsylvania
$2.94M -$2.06K -16 -0.1%
FAM
1124
Foothills Asset Management
Arizona
$2.94M -$59.2K -460 -2%
WPC
1125
White Pine Capital
Minnesota
$2.9M -$7.72K -60 -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.