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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
EWM
1451
Executive Wealth Management
Michigan
$1.39M +$1.46M +10,549 New
BWAM
1452
Boyd Watterson Asset Management
Ohio
$1.39M -$370K -2,682 -20%
AIM
1453
Assured Investment Management
New York
$1.39M -$469K -3,399 -24%
FIA
1454
FNY Investment Advisers
New York
$1.39M +$657K +4,760 +83%
NAMP
1455
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.38M
AIC
1456
Ayalon Insurance Company
Israel
$1.38M +$128K +926 +10%
GI
1457
Gradient Investments
Minnesota
$1.37M -$347K -2,515 -19%
GI
1458
Glovista Investments
New Jersey
$1.37M +$48.6K +352 +4%
WIA
1459
Westbourne Investment Advisors
Maryland
$1.36M -$19.3K -140 -1%
SFM
1460
Systematic Financial Management
New Jersey
$1.36M
MOS
1461
MGO One Seven
Ohio
$1.35M +$951K +6,883 +203%
HEIP
1462
Hudson Edge Investment Partners
New Jersey
$1.35M -$27.6K -200 -2%
HFM
1463
Hartford Financial Management
Connecticut
$1.33M +$246K +1,781 +21%
SAMC
1464
Spectrum Asset Management (California)
California
$1.33M -$8.29K -60 -0.6%
ECM
1465
Evergreen Capital Management
Washington
$1.33M +$680K +4,922 +96%
EWM
1466
Evermay Wealth Management
Virginia
$1.32M -$1.1K -8 -0.1%
SAM
1467
Silphium Asset Management
United Kingdom
$1.32M +$922K +6,673 +201%
MCM
1468
Mainstay Capital Management
Michigan
$1.32M -$140K -1,013 -9%
VFM
1469
Viking Fund Management
North Dakota
$1.32M
MWVC
1470
Morgens Waterfall Vintiadis & Co
New York
$1.32M +$691K +5,000 +100%
DFAM
1471
Deep Field Asset Management
California
$1.32M +$1.38M +10,000 New
FPFS
1472
First Personal Financial Services
North Carolina
$1.32M -$22.7K -164 -2%
AWM
1473
Aries Wealth Management
Maine
$1.32M +$41.4K +300 +3%
ACM
1474
AlphaStar Capital Management
North Carolina
$1.32M +$108K +782 +9%
AFA
1475
Abacus FCF Advisors
Florida
$1.31M +$1.37M +9,942 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.