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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
BAM
1426
Belpointe Asset Management
Nevada
$1.46M +$574K +4,154 +60%
RC
1427
RegentAtlantic Capital
New Jersey
$1.46M +$90.9K +658 +6%
NFG
1428
Next Financial Group
Texas
$1.46M +$389K +2,813 +34%
WB
1429
WesBanco Bank
West Virginia
$1.46M -$100K -726 -6%
RC
1430
Roundview Capital
New Jersey
$1.46M +$156K +1,128 +11%
HC
1431
HNP Capital
New York
$1.45M +$1.52M +11,016 New
EM
1432
Excalibur Management
Massachusetts
$1.45M +$33.8K +245 +2%
CFGS
1433
Concourse Financial Group Securities
Alabama
$1.44M +$1.03M +7,443 +212%
REMPR
1434
Roof Eidam Maycock Peralta (REMP)
California
$1.44M +$5.25K +38 +0.4%
IBOK
1435
Independence Bank of Kentucky
Kentucky
$1.43M -$22.1K -160 -1%
HTC
1436
Haverford Trust Company
Pennsylvania
$1.43M +$656K +4,748 +78%
WAS
1437
WESPAC Advisors SoCal
California
$1.43M -$108K -783 -7%
VRM
1438
Vectors Research Management
New York
$1.42M +$433K +3,133 +41%
BS
1439
Bessemer Securities
New York
$1.42M +$1.49M +10,795 New
OFS
1440
Orrstown Financial Services
Pennsylvania
$1.42M -$32.3K -234 -2%
IWC
1441
Integrated Wealth Concepts
Massachusetts
$1.41M -$88.8K -643 -6%
AAMA
1442
Advanced Asset Management Advisors
Ohio
$1.41M +$181K +1,310 +14%
UBG
1443
United Bank (Georgia)
Georgia
$1.41M -$1.93K -14 -0.1%
PGIM
1444
Pacific Global Investment Management
California
$1.41M -$20.2K -146 -1%
JCM
1445
Jacobi Capital Management
Pennsylvania
$1.41M +$69.9K +506 +5%
I
1446
IberiaBank
Louisiana
$1.4M -$317K -2,294 -18%
LSCM
1447
LaSalle Street Capital Management
Illinois
$1.4M
SC
1448
Savant Capital
Illinois
$1.39M -$130K -940 -8%
NO
1449
Ninety One
South Africa
$1.39M
CDH
1450
Charles D. Hyman
$1.39M

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.