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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
TH
1351
TCTC Holdings
Texas
$1.59M
CHC
1352
City Holding Co
West Virginia
$1.59M +$8.37K +65 +0.5%
ST
1353
Smithfield Trust
Pennsylvania
$1.59M +$87.6K +681 +6%
WAS
1354
WESPAC Advisors SoCal
California
$1.58M -$6.43K -50 -0.4%
YL
1355
YCG LLC
Texas
$1.58M +$663K +5,150 +76%
WB
1356
WesBanco Bank
West Virginia
$1.58M +$124K +963 +9%
TPWA
1357
TRUE Private Wealth Advisors
Oregon
$1.58M +$593K +4,608 +63%
SC
1358
Savant Capital
Illinois
$1.55M +$28.3K +220 +2%
HCM
1359
Highbridge Capital Management
New York
$1.55M -$4.62M -35,890 -75%
SFG
1360
SevenBridge Financial Group
Pennsylvania
$1.55M
OAM
1361
Oak Asset Management
California
$1.54M +$435K +3,380 +41%
TAMH
1362
Taikang Asset Management (HK)
Hong Kong
$1.54M +$334K +2,594 +29%
PAS
1363
Park Avenue Securities
New York
$1.54M +$296K +2,303 +25%
CA
1364
Clearstead Advisors
Ohio
$1.51M +$119K +924 +9%
IAMU
1365
Impax Asset Management (UK)
United Kingdom
$1.5M +$1.46M +11,362 New
WBC
1366
West Branch Capital
Massachusetts
$1.5M +$1.46M +11,320 New
IBOK
1367
Independence Bank of Kentucky
Kentucky
$1.49M +$8.24K +64 +0.6%
TNAM
1368
Terra Nova Asset Management
New York
$1.48M +$78.5K +610 +6%
Wealth Enhancement Advisory Services
1369
Wealth Enhancement Advisory Services
Minnesota
$1.48M -$1.86M -14,485 -57%
IAS
1370
IMA Advisory Services
Colorado
$1.47M -$316K -2,457 -18%
FBT
1371
First Bank & Trust
South Dakota
$1.47M +$138K +1,070 +11%
VFM
1372
Viking Fund Management
North Dakota
$1.46M -$386K -3,000 -21%
AWM
1373
Avitas Wealth Management
California
$1.46M +$1.42M +10,999 New
RWM
1374
Ritholtz Wealth Management
New York
$1.45M +$52.8K +410 +4%
BPCA
1375
Bank Pictet & Cie (Asia)
Singapore
$1.45M +$336K +2,614 +31%

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.