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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
BA
1451
Birinyi Associates
Connecticut
$1.17M +$25.7K +200 +2%
CFA
1452
Cahill Financial Advisors
Minnesota
$1.16M -$3.6K -28 -0.3%
FNBOH
1453
First National Bank of Hutchinson
Kansas
$1.15M -$37.3K -290 -3%
WSCM
1454
Wellington Shields Capital Management
New York
$1.15M -$1.98M -15,350 -64%
Fuller & Thaler Asset Management
1455
Fuller & Thaler Asset Management
California
$1.14M
CIM
1456
CenturyLink Investment Management
Colorado
$1.14M -$112K -868 -9%
OAMG
1457
Odey Asset Management Group
United Kingdom
$1.13M +$1.1M +8,550 New
ARMT
1458
Amica Retiree Medical Trust
Rhode Island
$1.13M
PRHC
1459
P.R. Herzig & Co
New York
$1.11M
IA
1460
IFG Advisory
Georgia
$1.11M -$244K -1,899 -19%
PFBT
1461
Parkside Financial Bank & Trust
Missouri
$1.11M -$29.7K -231 -3%
FMWA
1462
Forvis Mazars Wealth Advisors
Missouri
$1.1M +$26.6K +207 +3%
BA
1463
Bridgewater Associates
Connecticut
$1.1M -$2.12M -16,457 -66%
KWA
1464
KCS Wealth Advisory
California
$1.1M -$25.6K -199 -2%
NB
1465
Northwest Bancshares
Pennsylvania
$1.09M -$25.7K -200 -2%
BMO
1466
Beck Mack & Oliver
New York
$1.09M -$9.65K -75 -0.9%
NFA
1467
Nuveen Fund Advisors
Illinois
$1.08M -$868K -6,743 -45%
DA
1468
DSC Advisors
Illinois
$1.08M -$41.2K -320 -4%
MFW
1469
Meristem Family Wealth
Minnesota
$1.08M -$20.5K -159 -2%
AWA
1470
ARS Wealth Advisors
Florida
$1.08M -$644 -5 -0.1%
HFM
1471
Hartford Financial Management
Connecticut
$1.07M -$6.18K -48 -0.6%
SMC
1472
Smith, Moore & Co
Missouri
$1.06M +$84.8K +659 +9%
CA
1473
Calton & Associates
Florida
$1.06M -$528K -4,103 -35%
PMFA
1474
Plante Moran Financial Advisors
Michigan
$1.06M -$101K -786 -9%
FHA
1475
First Horizon Advisors
Tennessee
$1.06M +$33.9K +263 +3%

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.