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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
WDA
1351
Wendell David Associates
New Hampshire
$1.82M +$67K +485 +4%
WAS
1352
Winch Advisory Services
Wisconsin
$1.82M -$38.7K -280 -2%
MC
1353
Martin & Co
Tennessee
$1.81M -$13.1K -95 -0.7%
TWI
1354
Thomas White International
Illinois
$1.81M
VLKIM
1355
Van Lanschot Kempen Investment Management
Netherlands
$1.81M +$64.8K +469 +4%
BJL
1356
Brighton Jones LLC
Washington
$1.8M -$91.8K -665 -5%
PHS
1357
Pekin Hardy Strauss
Illinois
$1.8M -$27.6K -200 -1%
TWM
1358
Tolleson Wealth Management
Texas
$1.79M +$1.87M +13,571 New
PHIMC
1359
Private Harbour Investment Management & Counsel
Ohio
$1.79M -$114K -825 -6%
BFG
1360
Beacon Financial Group
Texas
$1.79M -$1.54M -11,170 -45%
FFA
1361
First Foundation Advisors
California
$1.79M +$604K +4,371 +48%
MBT
1362
Montecito Bank & Trust
California
$1.78M +$691 +5 +0%
FIM
1363
Freedom Investment Management
Connecticut
$1.78M +$55.9K +405 +3%
RCM
1364
RB Capital Management
Nevada
$1.78M +$30.5K +221 +2%
CCA
1365
Catalyst Capital Advisors
New York
$1.78M +$1.86M +13,500 New
STA
1366
Summit Trail Advisors
New York
$1.77M -$772K -5,590 -29%
CH
1367
Canton Hathaway
Rhode Island
$1.77M +$235K +1,700 +15%
SXL
1368
Summit X LLC
Missouri
$1.76M -$95.4K -691 -5%
WSCM
1369
Wellington Shields Capital Management
New York
$1.76M +$648K +4,690 +54%
SWA
1370
SFMG Wealth Advisors
Texas
$1.76M +$222K +1,605 +14%
MAM
1371
Meeder Asset Management
Ohio
$1.75M +$1.83M +13,282 New
AWM
1372
AE Wealth Management
Kansas
$1.75M -$451K -3,269 -20%
ANB
1373
Amarillo National Bank
Texas
$1.75M +$157K +1,135 +9%
TAMH
1374
Taikang Asset Management (HK)
Hong Kong
$1.74M +$217K +1,571 +14%
WSTAM
1375
Wilbanks Smith & Thomas Asset Management
Virginia
$1.73M -$360K -2,609 -17%

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.