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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
RCM
1476
Radnor Capital Management
Pennsylvania
$1.06M
DC
1477
DeDora Capital
California
$1.06M -$23.9K -186 -2%
CA
1478
Callahan Advisors
Texas
$1.06M +$129 +1 +0%
SFI
1479
SPC Financial Inc
Maryland
$1.06M -$57.3K -445 -5%
CA
1480
Cynosure Advisors
Utah
$1.06M
PCM
1481
Penserra Capital Management
California
$1.05M +$114K +885 +10%
OIA
1482
Optimum Investment Advisors
Illinois
$1.05M +$9.4K +73 +0.9%
CIA
1483
CSat Investment Advisory
Michigan
$1.05M +$1.02M +7,924 New
ACH
1484
ArrowMark Colorado Holdings
Colorado
$1.04M -$54.6K -424 -5%
NHC
1485
Nicholas Hoffman & Company
Georgia
$1.04M -$88.4K -687 -8%
RHAM
1486
Round Hill Asset Management
California
$1.04M
SCC
1487
Spring Creek Capital
Kansas
$1.04M +$1.01M +7,838 New
NL
1488
NWAM LLC
Washington
$1.04M -$38.9K -302 -4%
SFG
1489
Summit Financial Group
West Virginia
$1.03M
GCM
1490
Graham Capital Management
Connecticut
$1.02M -$52.5K -408 -5%
WTB
1491
Washington Trust Bank
Washington
$1.02M -$33.5K -260 -3%
GBT
1492
Grove Bank & Trust
Florida
$1.01M -$18.8K -146 -2%
CCP
1493
Corient Capital Partners
California
$1.01M +$214K +1,665 +28%
BIA
1494
Bigelow Investment Advisors
Maine
$1.01M +$2.57K +20 +0.3%
PW
1495
Peninsula Wealth
California
$999K +$129 +1 +0%
ACM
1496
AlphaStar Capital Management
North Carolina
$999K +$688K +5,346 +243%
CRWM
1497
Castle Rock Wealth Management
California
$996K +$192K +1,490 +25%
CPIA
1498
Cornell Pochily Investment Advisors
New York
$994K -$14.4K -112 -1%
GAG
1499
GM Advisory Group
New York
$994K
AF
1500
Ally Financial
Michigan
$993K -$2.25M -17,500 -70%

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.