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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
FFA
1251
Fragasso Financial Advisors
Pennsylvania
$2.16M +$42.3K +329 +2%
MHS
1252
M Holdings Securities
Oregon
$2.16M +$176K +1,368 +9%
CG
1253
Caprock Group
Idaho
$2.16M +$108K +843 +5%
CA
1254
Cornerstone Advisory
Maryland
$2.15M -$9.4K -73 -0.4%
BCWM
1255
Blue Chip Wealth Management
Florida
$2.13M +$17.9K +139 +0.9%
ADL
1256
Asset Dedication LLC
California
$2.12M +$57.9K +450 +3%
BFA
1257
Benedict Financial Advisors
Georgia
$2.11M -$21.8K -169 -1%
MWM
1258
Meridian Wealth Management
Kentucky
$2.11M +$541K +4,206 +36%
Koshinski Asset Management
1259
Koshinski Asset Management
Illinois
$2.11M -$501K -3,896 -20%
RPC
1260
Rossmore Private Capital
Connecticut
$2.11M +$655K +5,092 +47%
VF
1261
Virtu Financial
New York
$2.11M +$592K +4,598 +41%
MCM
1262
Monument Capital Management
Virginia
$2.1M -$221K -1,720 -10%
EWA
1263
Exencial Wealth Advisors
Oklahoma
$2.08M -$75K -583 -4%
WA
1264
Wasatch Advisors
Utah
$2.08M
SLF
1265
Sun Life Financial
Ontario, Canada
$2.08M +$1.72M +13,378 +582%
SWM
1266
SeaCrest Wealth Management
New York
$2.05M -$6.05K -47 -0.3%
KIG
1267
Kessler Investment Group
Indiana
$2.04M -$18.1K -141 -0.9%
AWM
1268
Avior Wealth Management
Nebraska
$2.03M +$81.9K +636 +4%
GIM
1269
Guardian Investment Management
California
$2.03M +$1.07M +8,295 +26%
KWM
1270
Kingsview Wealth Management
Oregon
$2M -$216K -1,680 -10%
TCM
1271
Tuttle Capital Management
Connecticut
$2M +$56.8K +441 +3%
CCM
1272
Compton Capital Management
Rhode Island
$2M +$54.8K +426 +3%
CCM
1273
Cox Capital Management
Massachusetts
$1.99M +$1.93M +15,025 New
RCM
1274
RB Capital Management
Nevada
$1.97M +$131K +1,018 +7%
MIH
1275
Meitav Investment House
Israel
$1.97M -$321K -2,495 -14%

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.