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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
AWA
1176
Arete Wealth Advisors
Illinois
$2.81M +$1.92M +13,898 +186%
SAM
1177
Sycomore Asset Management
France
$2.81M +$2.72M +19,689 New
PFS
1178
Physicians Financial Services
North Carolina
$2.79M +$366K +2,650 +14%
PGAM
1179
Princeton Global Asset Management
New Jersey
$2.78M +$2.91M +21,070 New
MAFM
1180
Mid Atlantic Financial Management
Pennsylvania
$2.77M +$2.89M +20,955 New
LCP
1181
Legacy Capital Partners
Wisconsin
$2.76M +$20.7K +150 +0.7%
OA
1182
Oxbow Advisors
Texas
$2.75M -$290K -2,100 -9%
GC
1183
Gillson Capital
Illinois
$2.75M +$2.87M +20,813 New
BCM
1184
BTC Capital Management
Iowa
$2.74M +$523K +3,786 +22%
SCM
1185
Schnieders Capital Management
California
$2.74M +$17.1K +124 +0.6%
CBU
1186
CIBC Bank USA
Illinois
$2.73M +$22K +159 +0.8%
BHWM
1187
Bar Harbor Wealth Management
New Hampshire
$2.73M +$71.1K +515 +3%
CCT
1188
Capital City Trust
Florida
$2.73M -$4.42K -32 -0.2%
SCA
1189
Stokes Capital Advisors
South Carolina
$2.73M +$208K +1,505 +8%
OSAM
1190
O'Shaughnessy Asset Management
Connecticut
$2.72M +$1.87M +13,575 +192%
UBPAM
1191
Union Bancaire Privee Asset Management
New York
$2.72M +$2.84M +20,598 New
HH
1192
Hilltop Holdings
Texas
$2.71M -$238K -1,723 -8%
FIM
1193
Fernwood Investment Management
Massachusetts
$2.7M +$55.4K +401 +2%
EWM
1194
Endurance Wealth Management
Rhode Island
$2.7M +$7.73K +56 +0.3%
XWM
1195
Xcel Wealth Management
Florida
$2.69M +$2.82M +20,400 New
DSC
1196
Duncker Streett & Co
Missouri
$2.69M +$138 +1 +0%
CA
1197
Corrado Advisors
New Jersey
$2.69M +$6.21K +45 +0.2%
WI
1198
Wintrust Investments
Illinois
$2.68M +$181K +1,310 +7%
AWP
1199
Ascent Wealth Partners
New York
$2.67M +$120K +870 +4%
WPC
1200
White Pine Capital
Minnesota
$2.67M -$89.8K -650 -3%

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.