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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
HCM
1226
Hodges Capital Management
Texas
$2.53M -$45.2K -327 -2%
WF
1227
WealthTrust Fairport
Ohio
$2.53M -$8.29K -60 -0.3%
MLM
1228
Mount Lucas Management
Pennsylvania
$2.53M +$74.4K +539 +3%
PH
1229
Pinnacle Holdings
Oklahoma
$2.51M +$7.87K +57 +0.3%
AWM
1230
Avior Wealth Management
Nebraska
$2.51M +$503K +3,643 +24%
TLP
1231
Trinity Legacy Partners
Texas
$2.5M +$2.61M +18,930 New
BRC
1232
Bell Rock Capital
Delaware
$2.49M +$19.6K +142 +0.8%
ACM
1233
Aubrey Capital Management
United Kingdom
$2.49M +$2.6M +18,850 New
RFA
1234
Reilly Financial Advisors
California
$2.48M +$98.8K +715 +4%
PBT
1235
Pictet Bank & Trust
Bahamas
$2.48M -$4.47M -32,380 -63%
ACM
1236
Alpha Capital Management
Texas
$2.48M +$267K +1,931 +11%
DPIM
1237
Duff & Phelps Investment Management
Illinois
$2.47M
LAIC
1238
Lederer & Associates Investment Counsel
California
$2.47M +$30.4K +220 +1%
GIM
1239
Guardian Investment Management
California
$2.45M +$202K +1,466 +3%
MWM
1240
Meridian Wealth Management
Kentucky
$2.45M +$360K +2,604 +16%
AIM
1241
Allen Investment Management
New York
$2.45M +$241K +1,743 +10%
PLFAM
1242
Pineno Levin & Ford Asset Management
Virginia
$2.45M
SOAMC
1243
Spirit of America Management Corp
New York
$2.44M
BIM
1244
Baldwin Investment Management
Pennsylvania
$2.44M -$131K -950 -5%
TPA
1245
Trivium Point Advisory
Connecticut
$2.44M +$2.55M +18,462 New
AA
1246
Altman Advisors
Illinois
$2.43M +$11.7K +85 +0.5%
CCA
1247
Checchi Capital Advisers
California
$2.43M -$466K -3,374 -15%
KA
1248
Kintegral Advisory
New York
$2.42M +$2.53M +18,354 New
BCI
1249
Brinker Capital Investments
Pennsylvania
$2.42M -$147K -1,062 -5%
MM
1250
Meridian Management
Arkansas
$2.42M +$5.53K +40 +0.2%

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.