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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
DAS
1151
Dynamic Advisor Solutions
Arizona
$3M -$123K -891 -4%
SGCA
1152
Steel Grove Capital Advisors
Tennessee
$2.99M
BFEC
1153
Benjamin F. Edwards & Company
Missouri
$2.98M +$631K +4,567 +25%
PA
1154
PFG Advisors
Arizona
$2.97M +$2.89M +20,923 New
SH
1155
SeaTown Holdings
Singapore
$2.97M -$11M -80,000 -78%
AIC
1156
Ameritas Investment Company
Nebraska
$2.96M +$3.1M +22,418 New
Connor, Clark & Lunn Investment Management (CC&L)
1157
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.94M -$3.71M -26,850 -55%
TCM
1158
Traynor Capital Management
Pennsylvania
$2.94M +$203K +1,470 +7%
RIM
1159
Reliant Investment Management
Tennessee
$2.94M +$3.08M +22,285 New
CS
1160
Comerica Securities
Michigan
$2.92M +$132K +953 +4%
SMFG
1161
Sumitomo Mitsui Financial Group
Japan
$2.92M -$143K -1,036 -4%
CWM
1162
CMH Wealth Management
New Hampshire
$2.92M +$102K +735 +3%
CIA
1163
Capital Investment Advisors
Georgia
$2.92M +$66.2K +479 +2%
NAM
1164
NTV Asset Management
West Virginia
$2.92M -$104K -750 -3%
FCFC
1165
First Commonwealth Financial Corp
Pennsylvania
$2.91M +$1.41M +10,216 +98%
MWM
1166
Marietta Wealth Management
Georgia
$2.9M +$153K +1,105 +5%
AAS
1167
Avantax Advisory Services
Texas
$2.9M +$3.03M +21,955 New
SC
1168
Searle & Co
Connecticut
$2.89M -$69.1K -500 -2%
MWM
1169
MinichMacGregor Wealth Management
New York
$2.89M +$3.73M +27,027 +5,875%
SS
1170
Simplicity Solutions
Minnesota
$2.88M +$1.49M +10,801 +98%
ACM
1171
Aljian Capital Management
Nevada
$2.88M +$3.01M +21,788 New
WC
1172
Woodstock Corp
Massachusetts
$2.87M +$104K +755 +4%
LFAS
1173
Level Four Advisory Services
Texas
$2.87M +$149K +1,079 +5%
AF
1174
Advisornet Financial
Minnesota
$2.86M +$2.57M +18,622 +612%
FAM
1175
Foothills Asset Management
Arizona
$2.81M -$30.4K -220 -1%

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.