We are live on ! Find out more

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
PLFAM
1201
Pineno Levin & Ford Asset Management
Virginia
$2.46M
LAIC
1202
Lederer & Associates Investment Counsel
California
$2.44M -$511K -3,972 -18%
PP
1203
Pegasus Partners
Wisconsin
$2.42M +$13K +101 +0.6%
MM
1204
Meridian Management
Arkansas
$2.42M -$1.96M -15,262 -45%
WAM
1205
Weatherly Asset Management
California
$2.42M +$454K +3,526 +24%
PG
1206
PEAK6 Group
Illinois
$2.42M -$23.7M -184,427 -91%
GTAM
1207
Global Trust Asset Management
Florida
$2.41M -$51.7K -402 -2%
GWM
1208
Geneos Wealth Management
Colorado
$2.41M -$160K -1,241 -6%
BEC
1209
Blue Edge Capital
Virginia
$2.4M +$15.1K +117 +0.6%
RG
1210
Rikoon Group
New Mexico
$2.4M +$35.5K +276 +2%
1SB
1211
1ST Source Bank
Indiana
$2.4M +$189K +1,468 +9%
BP
1212
Ballentine Partners
Massachusetts
$2.39M -$3.35K -26 -0.1%
AFC
1213
AFT Forsyth & Company
Florida
$2.38M -$494K -3,835 -18%
PCP
1214
Proficio Capital Partners
Massachusetts
$2.37M +$40K +311 +2%
FFWA
1215
FRG Family Wealth Advisors
Washington
$2.37M +$468K +3,640 +26%
GXMC
1216
Global X Management Company
New York
$2.36M -$594K -4,613 -21%
CPC
1217
Congress Park Capital
New York
$2.34M
SRAM
1218
Stone Ridge Asset Management
New York
$2.34M
BCFS
1219
Butensky & Cohen Financial Security
Florida
$2.33M -$134K -1,045 -6%
DJSG
1220
D.J. St. Germain
Massachusetts
$2.33M -$35.5K -276 -2%
BFEC
1221
Benjamin F. Edwards & Company
Missouri
$2.33M +$92.4K +718 +4%
KJHP
1222
K.J. Harrison & Partners
Ontario, Canada
$2.33M
CA
1223
Crewe Advisors
Utah
$2.33M +$28.4K +221 +1%
CT
1224
Coastline Trust
Rhode Island
$2.33M +$57.9K +450 +3%
Lido Advisors
1225
Lido Advisors
California
$2.32M +$650K +5,050 +40%

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.