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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
LHC
1201
Little House Capital
Massachusetts
$2.65M +$2.78M +20,114 New
GCM
1202
Glynn Capital Management
California
$2.64M
SACTSONJ
1203
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.64M
AF
1204
Ally Financial
Michigan
$2.64M +$1.73M +12,500 +167%
IM
1205
Islet Management
New York
$2.64M +$2.76M +20,000 New
TSWM
1206
Triangle Securities Wealth Management
North Carolina
$2.64M -$101K -733 -4%
MF
1207
Manchester Financial
California
$2.64M +$2.76M +19,984 New
SI
1208
Shaker Investments
Ohio
$2.63M -$519K -3,760 -16%
PAM
1209
Paradigm Asset Management
New York
$2.63M +$186K +1,350 +7%
FPA
1210
First Pacific Advisors
California
$2.63M +$1.28M +9,250 +87%
VWA
1211
V Wealth Advisors
Kansas
$2.61M -$157K -1,140 -6%
WWM
1212
Western Wealth Management
Colorado
$2.61M +$2.73M +19,778 New
MHC
1213
Meyer Handelman Company
New York
$2.6M
RS
1214
Robeco Schweiz
Switzerland
$2.59M +$1.16M +8,378 +73%
RWA
1215
Ropes Wealth Advisors
Massachusetts
$2.58M -$491K -3,558 -15%
TVWM
1216
Tower View Wealth Management
Wisconsin
$2.58M +$33.8K +245 +1%
JIC
1217
Johnson Investment Counsel
Ohio
$2.58M +$204K +1,480 +8%
FSC
1218
Full Sail Capital
Oklahoma
$2.58M +$2.7M +19,530 New
PFT
1219
Providence First Trust
Arizona
$2.56M +$377K +2,732 +16%
SB
1220
Strategic Blueprint
Georgia
$2.56M +$2.68M +19,372 New
WKWM
1221
Walter & Keenan Wealth Management
Indiana
$2.55M +$27.6K +200 +1%
KFC
1222
Klingenstein Fields & Co
New York
$2.55M -$297K -2,150 -10%
BDS
1223
Banco de Sabadell
Florida
$2.55M +$182K +1,316 +7%
APP
1224
Avantax Planning Partners
Iowa
$2.54M -$114K -822 -4%
EWM
1225
Evercore Wealth Management
New York
$2.53M +$308K +2,228 +13%

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.