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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
HSA
1151
HBK Sorce Advisory
Pennsylvania
$2.71M +$6.95K +54 +0.3%
BSPF
1152
British Steel Pension Fund
United Kingdom
$2.7M -$3.3M -25,661 -56%
BIM
1153
Baldwin Investment Management
Pennsylvania
$2.7M -$116K -900 -4%
EWM
1154
Endurance Wealth Management
Rhode Island
$2.7M
DSC
1155
Duncker Streett & Co
Missouri
$2.7M +$64.5K +501 +3%
PAM
1156
Paradigm Asset Management
New York
$2.7M
CCM
1157
Catawba Capital Management
Virginia
$2.69M +$14.8K +115 +0.6%
CBU
1158
CIBC Bank USA
Illinois
$2.68M +$205K +1,591 +9%
FIM
1159
Fernwood Investment Management
Massachusetts
$2.68M -$42.3K -329 -2%
SCP
1160
Syntal Capital Partners
Texas
$2.67M +$15.1K +117 +0.6%
RWA
1161
Ropes Wealth Advisors
Massachusetts
$2.67M
DDC
1162
Daniel Devine & Co
Florida
$2.66M
GECH
1163
Garnet Equity Capital Holdings
New York
$2.65M
GCM
1164
Glynn Capital Management
California
$2.65M
RCIM
1165
Russell Clark Investment Management
United Kingdom
$2.65M
UOC
1166
UBS O'Connor
Illinois
$2.65M +$2.57M +20,000 New
CF
1167
Centaurus Financial
California
$2.64M +$864K +6,714 +51%
BHWM
1168
Bar Harbor Wealth Management
New Hampshire
$2.63M +$64.2K +499 +3%
VWA
1169
V Wealth Advisors
Kansas
$2.63M +$134K +1,043 +6%
FMTCOCP
1170
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.62M -$47K -365 -2%
BSB
1171
Bangor Savings Bank
Maine
$2.61M -$79.8K -620 -3%
SAM
1172
Symphony Asset Management
California
$2.61M -$4.55M -35,373 -62%
MHC
1173
Meyer Handelman Company
New York
$2.6M -$101K -786 -4%
TVWM
1174
Tower View Wealth Management
Wisconsin
$2.6M +$8.37K +65 +0.3%
JSL
1175
JT Stratford LLC
Georgia
$2.6M +$22.1K +172 +0.9%

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.