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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
LOAMS
1276
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.97M -$1.59M -12,323 -45%
PHIMC
1277
Private Harbour Investment Management & Counsel
Ohio
$1.96M -$3.86K -30 -0.2%
NP
1278
Ninepoint Partners
Ontario, Canada
$1.96M -$129K -1,000 -6%
LSV Asset Management
1279
LSV Asset Management
Illinois
$1.95M
IP
1280
Investment Partners
Ohio
$1.93M -$12.9K -100 -0.7%
SWP
1281
Strategic Wealth Partners
Ohio
$1.93M -$886K -6,881 -32%
BJL
1282
Brighton Jones LLC
Washington
$1.93M +$121K +938 +7%
S
1283
SignatureFD
Georgia
$1.92M +$447K +3,471 +31%
FI
1284
Fosun International
China
$1.92M +$1.61M +12,490 New
GFPC
1285
Global Financial Private Capital
Florida
$1.92M -$206K -1,602 -10%
SXL
1286
Summit X LLC
Missouri
$1.91M -$54.4K -423 -3%
ZB
1287
Zions Bancorporation
Utah
$1.91M +$1.86M +14,451 New
BSW
1288
Buckingham Strategic Wealth
Missouri
$1.91M +$187K +1,452 +11%
HCM
1289
Hollencrest Capital Management
California
$1.9M +$22.4K +174 +1%
FPS
1290
Fieldpoint Private Securities
Connecticut
$1.9M
PIM
1291
Profit Investment Management
Maryland
$1.88M -$36.6K -284 -2%
KHLMTHM
1292
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$1.88M
TWI
1293
Thomas White International
Illinois
$1.88M
AWE
1294
Avidian Wealth Enterprises
Texas
$1.87M +$485K +3,769 +36%
FANJ
1295
Financial Architects (New Jersey)
New Jersey
$1.86M +$90.4K +702 +5%
NWP
1296
Northstar Wealth Partners
Connecticut
$1.85M +$13.9K +108 +0.8%
MC
1297
Martin & Co
Tennessee
$1.84M -$6.43K -50 -0.4%
PWLP
1298
Prio Wealth Limited Partnership
Massachusetts
$1.84M +$42.9K +333 +2%
MC
1299
Marcus Capital
Illinois
$1.83M +$35.4K +275 +2%
WSTAM
1300
Wilbanks Smith & Thomas Asset Management
Virginia
$1.83M +$76.8K +597 +5%

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.