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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
TPWA
1401
TRUE Private Wealth Advisors
Oregon
$1.61M +$21.8K +158 +1%
TH
1402
TCTC Holdings
Texas
$1.59M
NP
1403
Ninepoint Partners
Ontario, Canada
$1.59M +$38.8K +281 +2%
AWM
1404
Avitas Wealth Management
California
$1.58M -$4K -29 -0.2%
FL
1405
Fort LP
Maryland
$1.58M +$710K +5,144 +75%
OAM
1406
Oak Asset Management
California
$1.58M +$13.8K +100 +0.8%
LPT
1407
Legacy Private Trust
Wisconsin
$1.57M -$27.6K -200 -2%
GPA
1408
Garrison Point Advisors
California
$1.57M +$1.65M +11,911 New
SWM
1409
SeaCrest Wealth Management
New York
$1.56M -$597K -4,320 -27%
PWPS
1410
Pinnacle Wealth Planning Services
Ohio
$1.56M -$112K -812 -6%
LMIM
1411
Lockheed Martin Investment Management
Maryland
$1.56M -$594K -4,300 -27%
CA
1412
Clearstead Advisors
Ohio
$1.55M +$22.9K +166 +1%
FSA
1413
Fort Sheridan Advisors
Illinois
$1.55M +$1.62M +11,726 New
BAC
1414
Boys Arnold & Co
North Carolina
$1.54M +$17.3K +125 +1%
SFG
1415
SevenBridge Financial Group
Pennsylvania
$1.53M -$4.97K -36 -0.3%
DS
1416
Dudley & Shanley
Florida
$1.53M -$1.46M -10,602 -48%
DAC
1417
Dividend Assets Capital
South Carolina
$1.53M +$477K +3,453 +43%
AAS
1418
Annex Advisory Services
Wisconsin
$1.52M +$74.3K +538 +5%
MSFP
1419
Mark Sheptoff Financial Planning
Connecticut
$1.51M +$13.8K +100 +0.9%
WAP
1420
Wealthcare Advisory Partners
Pennsylvania
$1.5M +$43.6K +316 +3%
CWM
1421
Chesapeake Wealth Management
Virginia
$1.5M +$63.9K +463 +4%
AWA
1422
AmeriServ Wealth Advisors
Pennsylvania
$1.49M -$460K -3,330 -23%
FBT
1423
First Bank & Trust
South Dakota
$1.49M +$27.2K +197 +2%
FMWA
1424
Forvis Mazars Wealth Advisors
Missouri
$1.48M +$23.1K +167 +2%
CWAG
1425
Compton Wealth Advisory Group
Virginia
$1.47M +$1.53M +11,110 New

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.