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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
CFA
1501
Cahill Financial Advisors
Minnesota
$1.23M +$85.5K +619 +7%
CANC
1502
Culbertson A N & Co
Virginia
$1.23M +$271K +1,965 +27%
ESB
1503
Essex Savings Bank
Connecticut
$1.23M +$1.29M +9,350 New
FI
1504
FormulaFolio Investments
Michigan
$1.23M
EWM
1505
Empirical Wealth Management
Washington
$1.22M +$990K +7,169 +346%
LPIC
1506
LeJeune Puetz Investment Counsel
Michigan
$1.22M -$33.1K -240 -3%
MIC
1507
Means Investment Company
Maine
$1.22M +$1.27M +9,212 New
IIM
1508
Intact Investment Management
Quebec, Canada
$1.21M
ACPU
1509
Arrowgrass Capital Partners (US)
Delaware
$1.21M -$4.2M -30,377 -77%
SP
1510
Symmetry Partners
Connecticut
$1.21M +$1.27M +9,169 New
FNBOH
1511
First National Bank of Hutchinson
Kansas
$1.21M -$2.9K -21 -0.2%
BA
1512
Birinyi Associates
Connecticut
$1.21M +$34.5K +250 +3%
PMFA
1513
Plante Moran Financial Advisors
Michigan
$1.2M +$242K +1,750 +24%
AIM
1514
Aspen Investment Management
Michigan
$1.2M
TFS
1515
TrustCore Financial Services
Tennessee
$1.2M -$19.6K -142 -2%
WPW
1516
Waldron Private Wealth
Pennsylvania
$1.19M +$183K +1,325 +17%
DA
1517
Doliver Advisors
Texas
$1.19M +$1.24M +9,001 New
SCM
1518
Suvretta Capital Management
New York
$1.19M +$1.24M +9,000 New
ANRIA
1519
American National Registered Investment Advisor
Texas
$1.19M
GFS
1520
GYL Financial Synergies
Connecticut
$1.18M +$1.23M +8,913 New
LSAG
1521
Lake Street Advisors Group
New Hampshire
$1.17M +$62.8K +455 +5%
NHC
1522
Nicholas Hoffman & Company
Georgia
$1.16M +$68.9K +499 +6%
KLI
1523
Kelman-Lazarov Inc
Tennessee
$1.15M -$327K -2,369 -21%
MJP
1524
Michael J. Puzo
$1.15M -$110K -800 -8%
BTNA
1525
Bremer Trust National Association
Minnesota
$1.15M -$98.6K -714 -8%

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.