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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
AIA
1126
Armor Investment Advisors
North Carolina
$3.19M -$9.67K -70 -0.3%
CWP
1127
Capital Wealth Planning
Florida
$3.18M -$260K -1,880 -7%
FFWA
1128
FRG Family Wealth Advisors
Washington
$3.18M +$195K +1,415 +6%
VC
1129
Voit & Company
Wisconsin
$3.18M +$3.33M +24,085 New
SNT
1130
Security National Trust
West Virginia
$3.17M -$2.07K -15 -0.1%
TWM
1131
Torch Wealth Management
Ohio
$3.17M -$218K -1,575 -6%
HKIM
1132
Hayek Kallen Investment Management
Alabama
$3.16M +$20.9K +151 +0.6%
LFGH
1133
Lee Financial Group Hawaii
Hawaii
$3.14M -$31.4K -227 -0.9%
CAM
1134
Carret Asset Management
New York
$3.14M -$131K -950 -4%
NL
1135
NVWM LLC
Pennsylvania
$3.13M -$49.7K -360 -1%
PCM
1136
Poehling Capital Management
Wisconsin
$3.09M -$78K -565 -2%
HSA
1137
HBK Sorce Advisory
Pennsylvania
$3.09M +$432K +3,128 +15%
AIL
1138
AGF Investments LLC
Ontario, Canada
$3.06M -$4.2M -30,397 -57%
BCM
1139
BlueCrest Capital Management
Jersey
$3.06M +$1.33M +9,617 +71%
CWM
1140
Concentric Wealth Management
California
$3.05M +$99.2K +718 +3%
HCM
1141
Harvey Capital Management
Florida
$3.05M +$444K +3,215 +16%
FCM
1142
Force Capital Management
New York
$3.04M -$4.96M -35,938 -61%
Lido Advisors
1143
Lido Advisors
California
$3.04M +$217K +1,568 +7%
PAS
1144
Park Avenue Securities
New York
$3.04M +$514K +3,718 +20%
BKA
1145
Brick & Kyle Associates
Pennsylvania
$3.04M +$3.18M +23,009 New
SAM
1146
Security Asset Management
New York
$3.02M +$24.9K +180 +0.8%
AA
1147
Ancora Advisors
Ohio
$3.02M +$167K +1,208 +6%
SCP
1148
Stamos Capital Partners
California
$3.01M +$3.15M +22,800 New
WFG
1149
Wills Financial Group
Virginia
$3.01M +$80.2K +581 +3%
HIM
1150
Hotaling Investment Management
Pennsylvania
$3.01M +$3.15M +22,780 New

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.