We are live on ! Find out more

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
FFA
1251
Fragasso Financial Advisors
Pennsylvania
$2.41M +$185K +1,338 +8%
CPA
1252
Clear Perspective Advisors
Illinois
$2.4M +$6.91K +50 +0.3%
DP
1253
Dearborn Partners
Illinois
$2.4M +$804K +5,823 +47%
PI
1254
PEAK6 Investments
Illinois
$2.39M +$2.51M +18,148 New
TFS
1255
Thoroughbred Financial Services
Tennessee
$2.39M +$2.5M +18,130 New
BFM
1256
Boothbay Fund Management
New York
$2.38M -$261K -1,890 -9%
AFC
1257
AFT Forsyth & Company
Florida
$2.38M +$414 +3 +0%
SRAM
1258
Stone Ridge Asset Management
New York
$2.38M +$50.3K +364 +2%
PCP
1259
Proficio Capital Partners
Massachusetts
$2.36M +$16.6K +120 +0.7%
LNC
1260
Lincoln National Corp
Pennsylvania
$2.36M +$97.1K +703 +4%
CT
1261
Coastline Trust
Rhode Island
$2.36M +$19.3K +140 +0.8%
BEC
1262
Blue Edge Capital
Virginia
$2.36M -$29.8K -216 -1%
BCM
1263
Bowie Capital Management
Texas
$2.35M +$1.28M +9,300 +109%
FMTCOCP
1264
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.35M -$7.6K -55 -0.3%
EHWM
1265
Eads & Heald Wealth Management
Georgia
$2.34M -$62.6K -453 -2%
BP
1266
Ballentine Partners
Massachusetts
$2.34M -$53.9K -390 -2%
GWM
1267
Geneos Wealth Management
Colorado
$2.33M +$2.49K +18 +0.1%
MCM
1268
Monument Capital Management
Virginia
$2.33M +$48.3K +350 +2%
CC
1269
Cedar Capital
Illinois
$2.32M -$564K -4,084 -19%
RG
1270
Rikoon Group
New Mexico
$2.32M -$96.5K -699 -4%
CA
1271
Crewe Advisors
Utah
$2.32M +$11.3K +82 +0.5%
AWM
1272
Alterna Wealth Management
Texas
$2.31M +$3.05M +22,061 New
BSW
1273
Buckingham Strategic Wealth
Missouri
$2.3M -$29K -210 -1%
CICI
1274
Capital Investment Counsel Inc
North Carolina
$2.29M -$5.25K -38 -0.2%
BSA
1275
Braun Stacey Associates
New York
$2.29M +$13.8K +100 +0.6%

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.