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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
FFSOTS
1326
Fiduciary Financial Services of The Southwest
Texas
$1.71M -$134K -1,040 -7%
PWPS
1327
Pinnacle Wealth Planning Services
Ohio
$1.7M +$117K +909 +8%
AWA
1328
AmeriServ Wealth Advisors
Pennsylvania
$1.7M +$41.6K +323 +3%
UAS
1329
United Asset Strategies
New York
$1.7M +$140K +1,091 +9%
CK
1330
Cohen Klingenstein
New York
$1.7M
MCP
1331
Mirador Capital Partners
California
$1.69M -$19K -148 -1%
NCM
1332
Northside Capital Management
Oregon
$1.69M
KLI
1333
Kelman-Lazarov Inc
Tennessee
$1.68M -$78K -606 -5%
OFS
1334
Orrstown Financial Services
Pennsylvania
$1.68M -$161K -1,249 -9%
MBT
1335
Montecito Bank & Trust
California
$1.67M -$56.1K -436 -3%
ABC
1336
Associated Banc-Corp
Wisconsin
$1.66M -$89.5K -695 -5%
ST
1337
Sentinel Trust
Texas
$1.66M -$1.25M -9,735 -44%
SFS
1338
Sowell Financial Services
Arkansas
$1.65M +$80.3K +624 +6%
IFWM
1339
Institute for Wealth Management
Colorado
$1.64M +$5.02K +39 +0.3%
Capstone Investment Advisors
1340
Capstone Investment Advisors
New York
$1.64M +$1.41M +10,980 +805%
SCA
1341
Sage Capital Advisors
South Dakota
$1.63M +$11.7K +91 +0.7%
LMIM
1342
Lockheed Martin Investment Management
Maryland
$1.63M -$1.93M -15,015 -55%
Jacobs Levy Equity Management
1343
Jacobs Levy Equity Management
New Jersey
$1.63M +$1.58M +12,300 New
DSI
1344
Daiwa SB Investments
Japan
$1.63M +$104K +810 +7%
RCA
1345
Rowland Carmichael Advisors
Arizona
$1.62M
LPT
1346
Legacy Private Trust
Wisconsin
$1.61M -$39.9K -310 -2%
KP
1347
Keel Point
Alabama
$1.61M +$24.6K +191 +2%
EM
1348
Excalibur Management
Massachusetts
$1.61M +$34.1K +265 +2%
AWM
1349
AE Wealth Management
Kansas
$1.6M +$513K +3,988 +49%
FCFC
1350
First Commonwealth Financial Corp
Pennsylvania
$1.6M -$5.53K -43 -0.4%

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.