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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
1SB
1301
1ST Source Bank
Indiana
$2.12M -$315K -2,281 -12%
CG
1302
Caprock Group
Idaho
$2.12M +$46.8K +339 +2%
FCH
1303
Freestone Capital Holdings
Washington
$2.11M +$504K +3,646 +29%
S
1304
SignatureFD
Georgia
$2.11M +$198K +1,431 +10%
KA
1305
Kovack Advisors
Florida
$2.1M -$46.8K -339 -2%
IWS
1306
Insight Wealth Strategies
California
$2.1M +$2.2M +15,917 New
WCM
1307
Wunderlich Capital Managemnt
Tennessee
$2.08M -$17.8K -129 -0.8%
GTAM
1308
Global Trust Asset Management
Florida
$2.08M -$344K -2,491 -14%
OPCM
1309
Osborne Partners Capital Management
California
$2.07M +$276K +1,997 +15%
VHAM
1310
Van Hulzen Asset Management
California
$2.07M -$283K -2,051 -12%
LCM
1311
Logan Capital Management
Pennsylvania
$2.06M -$2.46M -17,794 -53%
BCFS
1312
Butensky & Cohen Financial Security
Florida
$2.06M -$44.7K -324 -2%
SLF
1313
Sun Life Financial
Ontario, Canada
$2.05M +$4.97K +36 +0.2%
BSPF
1314
British Steel Pension Fund
United Kingdom
$2.05M +$1.89M +13,673 New
KIG
1315
Kessler Investment Group
Indiana
$2.04M -$120K -866 -5%
CPC
1316
Congress Park Capital
New York
$2.04M -$242K -1,750 -10%
TCM
1317
Tuttle Capital Management
Connecticut
$2.03M -$1.72M -12,423 -29%
BCWM
1318
Blue Chip Wealth Management
Florida
$2.03M -$133K -963 -6%
CCG
1319
Ceeto Capital Group
Florida
$2.02M -$1.73M -12,500 -45%
BFA
1320
Benedict Financial Advisors
Georgia
$2.02M -$119K -865 -5%
NB
1321
NBT Bank
New York
$2.02M +$880K +6,372 +71%
NCMW
1322
Northern Capital Management (Wisconsin)
Wisconsin
$2M +$139K +1,005 +7%
ACM
1323
Ativo Capital Management
Illinois
$1.99M -$496K -3,594 -19%
MME
1324
Meag Munich Ergo
Germany
$1.98M -$22.5M -162,739 -92%
PHK
1325
Point72 Hong Kong
Hong Kong
$1.98M -$3.96M -28,640 -66%

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.