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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
PRS
1326
Pinkerton Retirement Specialists
Idaho
$1.98M +$141K +1,019 +7%
CCM
1327
Compton Capital Management
Rhode Island
$1.97M -$13.8K -100 -0.7%
ADL
1328
Asset Dedication LLC
California
$1.96M +$103K +747 +5%
LSV Asset Management
1329
LSV Asset Management
Illinois
$1.94M
SWP
1330
Strategic Wealth Partners
Ohio
$1.93M -$86.7K -628 -4%
CA
1331
Cornerstone Advisory
Maryland
$1.92M -$184K -1,333 -8%
TSW
1332
Thompson Siegel & Walmsley
Virginia
$1.91M -$168K -1,220 -8%
PIM
1333
Profit Investment Management
Maryland
$1.91M
GIA
1334
GHP Investment Advisors
Colorado
$1.91M +$84.1K +609 +4%
CB
1335
Cadence Bank
Mississippi
$1.9M +$4.28K +31 +0.2%
IP
1336
Investment Partners
Ohio
$1.89M -$34.5K -250 -2%
MIH
1337
Meitav Investment House
Israel
$1.89M -$970K -7,022 -33%
DSI
1338
Daiwa SB Investments
Japan
$1.88M +$180K +1,300 +10%
AT
1339
Arden Trust
Delaware
$1.87M -$92.7K -671 -5%
WG
1340
Winton Group
United Kingdom
$1.85M +$13.5K +98 +0.7%
KP
1341
Keel Point
Alabama
$1.85M +$189K +1,367 +11%
PWLP
1342
Prio Wealth Limited Partnership
Massachusetts
$1.85M +$6.77K +49 +0.4%
FANJ
1343
Financial Architects (New Jersey)
New Jersey
$1.84M -$254K -1,836 -12%
SFS
1344
Sowell Financial Services
Arkansas
$1.84M +$205K +1,482 +12%
FPS
1345
Fieldpoint Private Securities
Connecticut
$1.84M -$2.76K -20 -0.1%
IAS
1346
IMA Advisory Services
Colorado
$1.84M +$430K +3,112 +29%
MSAM
1347
Moloney Securities Asset Management
Missouri
$1.83M +$15.6K +113 +0.8%
NWP
1348
Northstar Wealth Partners
Connecticut
$1.82M +$8.84K +64 +0.5%
MCP
1349
Mirador Capital Partners
California
$1.82M +$829 +6 +0%
NPA
1350
Nichols & Pratt Advisers
Massachusetts
$1.82M +$93.9K +680 +5%

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.