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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
AWA
1526
Arete Wealth Advisors
Illinois
$885K +$289K +2,247 +51%
FFA
1527
First Foundation Advisors
California
$880K +$7.46K +58 +0.9%
UH
1528
Unigestion Holding
Switzerland
$878K +$852K +6,618 New
ICM
1529
IMS Capital Management
Oregon
$872K +$175K +1,361 +26%
SFG
1530
SNS Financial Group
Minnesota
$871K +$185K +1,434 +28%
IUHSA
1531
Itau Unibanco Holding S.A.
Brazil
$869K -$37.3K -290 -4%
WEC
1532
Winslow Evans & Crocker
Massachusetts
$866K +$15.4K +120 +2%
AGA
1533
Accuvest Global Advisors
Utah
$864K +$840K +6,524 New
WCM
1534
Windsor Capital Management
Arizona
$860K -$22.7K -176 -3%
TIA
1535
Trust Investment Advisors
Indiana
$856K +$6.43K +50 +0.8%
PFS
1536
Prospera Financial Services
Texas
$854K +$644 +5 +0.1%
FIA
1537
Foundations Investment Advisors
Arizona
$848K +$824K +6,399 New
RC
1538
RegentAtlantic Capital
New Jersey
$847K +$34.6K +269 +4%
HTC
1539
Haverford Trust Company
Pennsylvania
$840K +$32K +249 +4%
PCM
1540
Prelude Capital Management
New York
$838K -$1.07M -8,296 -57%
SRIM
1541
Saratoga Research & Investment Management
California
$836K -$386 -3 -0%
RM
1542
Resource Management
Louisiana
$834K
BEAM
1543
Baker Ellis Asset Management
Washington
$829K
TA
1544
Townsend & Associates
Colorado
$827K +$46.5K +361 +6%
EGA
1545
E&G Advisors
Texas
$822K +$502K +3,900 +169%
TWM
1546
Titus Wealth Management
California
$820K -$144K -1,119 -15%
HIC
1547
Holderness Investments Company
North Carolina
$814K +$31.8K +247 +4%
CA
1548
Cambridge Advisors
Nebraska
$813K +$129 +1 +0%
SAM
1549
Summit Asset Management
Tennessee
$812K -$11.5K -89 -1%
ITIM
1550
Indiana Trust & Investment Management
Indiana
$812K +$77.9K +605 +11%

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.