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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
Wealth Enhancement Advisory Services
1276
Wealth Enhancement Advisory Services
Minnesota
$2.28M +$2.27M +16,458 New
DJSG
1277
D.J. St. Germain
Massachusetts
$2.27M +$46K +333 +2%
RIM
1278
Regent Investment Management
Kentucky
$2.27M +$10.4K +75 +0.4%
MC
1279
Mathes Company
New York
$2.26M -$615K -4,450 -21%
RIM
1280
Rampart Investment Management
Connecticut
$2.26M -$4.45M -32,197 -65%
HB
1281
Homrich & Berg
Georgia
$2.26M +$15.5K +112 +0.7%
KWM
1282
Kingsview Wealth Management
Oregon
$2.25M +$25K +181 +1%
RCA
1283
Rowland Carmichael Advisors
Arizona
$2.25M +$104K +753 +5%
HAI
1284
Hennessy Advisors Inc
California
$2.24M -$414K -3,000 -15%
TCM
1285
Telos Capital Management
California
$2.24M +$4.14K +30 +0.2%
CIM
1286
CIM Investment Management
Pennsylvania
$2.23M -$54.4K -394 -2%
JAM
1287
JCIC Asset Management
Ontario, Canada
$2.22M -$1.79K -13 -0.1%
PG
1288
Pendal Group
Australia
$2.21M -$49.4K -358 -2%
BSB
1289
Bangor Savings Bank
Maine
$2.21M -$114K -829 -5%
PP
1290
Pegasus Partners
Wisconsin
$2.21M +$15.1K +109 +0.7%
Cetera Investment Advisers
1291
Cetera Investment Advisers
Illinois
$2.21M +$31.1K +225 +1%
FFSOTS
1292
Fiduciary Financial Services of The Southwest
Texas
$2.21M +$513K +3,715 +29%
AAP
1293
Aristotle Atlantic Partners
Florida
$2.18M +$309K +2,240 +16%
CFS
1294
CRA Financial Services
New Jersey
$2.16M +$2.26M +16,381 New
GCM
1295
Gables Capital Management
Florida
$2.16M +$4.83K +35 +0.2%
MHS
1296
M Holdings Securities
Oregon
$2.15M -$62.3K -451 -3%
JSL
1297
JT Stratford LLC
Georgia
$2.14M -$415K -3,003 -16%
ZB
1298
Zions Bancorporation
Utah
$2.13M +$301K +2,177 +16%
CCM
1299
Cox Capital Management
Massachusetts
$2.13M +$38.5K +279 +2%
IFWM
1300
Institute for Wealth Management
Colorado
$2.13M +$476K +3,446 +27%

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.