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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
LOAMS
1476
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.31M -$625K -4,528 -31%
HWA
1477
Heritage Wealth Advisors
Virginia
$1.31M -$11K -80 -0.8%
PAMG
1478
Patton Albertson Miller Group
Tennessee
$1.31M -$58.8K -426 -4%
LIC
1479
Lodestar Investment Counsel
Illinois
$1.31M +$99.6K +721 +8%
KJHP
1480
K.J. Harrison & Partners
Ontario, Canada
$1.3M -$1.93M -14,000 -59%
RCAG
1481
Rehmann Capital Advisory Group
Michigan
$1.3M -$33.3K -241 -2%
IP
1482
Intellectus Partners
California
$1.3M -$64.9K -470 -5%
TA
1483
TFG Advisers
Michigan
$1.3M +$1.36M +9,824 New
HFM
1484
Harvest Fund Management
China
$1.29M -$384K -2,777 -22%
GVAG
1485
Great Valley Advisor Group
Delaware
$1.29M +$1.35M +9,786 New
CAW
1486
Cornerstone Advisors (Washington)
Washington
$1.29M +$80.7K +584 +6%
BPCA
1487
Bank Pictet & Cie (Asia)
Singapore
$1.28M -$196K -1,422 -13%
EWG
1488
Executive Wealth Group
Washington
$1.27M +$276 +2 +0%
VFPI
1489
Vantage Financial Partners (Illinois)
Illinois
$1.27M -$27.6K -200 -2%
RMAM
1490
Raab & Moskowitz Asset Management
New Jersey
$1.26M +$12.6K +91 +1%
WI
1491
WrapManager Inc
California
$1.26M -$54K -391 -4%
CCA
1492
Covey Capital Advisors
Georgia
$1.25M +$1.31M +9,515 New
OA
1493
Oak Associates
Ohio
$1.25M
CAM
1494
Cresset Asset Management
Illinois
$1.25M +$1.31M +9,501 New
GEA
1495
Glen Eagle Advisors
New Jersey
$1.25M +$50.4K +365 +4%
CL
1496
Choreo LLC
Illinois
$1.25M +$21K +152 +2%
WBC
1497
West Branch Capital
Massachusetts
$1.25M -$6.91K -50 -0.5%
TNAM
1498
Terra Nova Asset Management
New York
$1.24M -$13.5K -98 -1%
ED
1499
Exane Derivatives
France
$1.24M +$492K +3,559 +61%
FWM
1500
Fairhaven Wealth Management
Illinois
$1.24M +$1.29M +9,365 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.