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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
LD
1376
Lipe & Dalton
New York
$1.73M -$24.2K -175 -1%
AWM
1377
Altium Wealth Management
New York
$1.73M +$214K +1,552 +13%
IAM
1378
Integre Asset Management
New York
$1.72M
TW
1379
TrinityPoint Wealth
Connecticut
$1.71M +$1.79M +12,968 New
SG Americas Securities
1380
SG Americas Securities
New York
$1.71M -$19.3M -139,662 -92%
CCP
1381
Corient Capital Partners
California
$1.71M +$740K +5,356 +70%
SB
1382
Simmons Bank
Arkansas
$1.69M -$17.1K -124 -1%
HCM
1383
Hollencrest Capital Management
California
$1.69M -$71.8K -520 -4%
CK
1384
Cohen Klingenstein
New York
$1.69M
NCM
1385
Northside Capital Management
Oregon
$1.68M
GCA
1386
Gideon Capital Advisors
New York
$1.68M +$1.76M +12,764 New
ST
1387
Smithfield Trust
Pennsylvania
$1.68M +$108K +785 +7%
OLA
1388
Oliver Luxxe Assets
New Jersey
$1.67M +$1.75M +12,642 New
O
1389
Ossiam
France
$1.66M +$1.74M +12,583 New
ABC
1390
Associated Banc-Corp
Wisconsin
$1.65M +$41.4K +300 +2%
P
1391
&Partners
Tennessee
$1.65M +$1.73M +12,528 New
FRA
1392
Front Row Advisors
California
$1.63M -$20.2K -146 -1%
EWA
1393
Exencial Wealth Advisors
Oklahoma
$1.63M -$413K -2,990 -19%
FIB
1394
First Interstate Bank
Montana
$1.63M -$12.4K -90 -0.7%
CHC
1395
City Holding Co
West Virginia
$1.63M +$20K +145 +1%
GCA
1396
Genesee Capital Advisors
New York
$1.63M +$1.7M +12,337 New
AFP
1397
Ausdal Financial Partners
Iowa
$1.62M -$153K -1,106 -8%
AS
1398
Altshuler Shaham
Israel
$1.62M +$228K +1,650 +16%
IWM
1399
IHT Wealth Management
Illinois
$1.62M +$195K +1,413 +13%
GRP
1400
Global Retirement Partners
California
$1.61M -$340K -2,460 -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.