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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
AAM
1526
Ascension Asset Management
New York
$1.15M +$1.2M +8,675 New
FHC
1527
First Heartland Consultants
Missouri
$1.13M -$22.4K -162 -2%
RMC
1528
Resources Management Corp
Connecticut
$1.13M -$263K -1,905 -18%
DBRC
1529
D.B. Root & Company
Pennsylvania
$1.13M +$691 +5 +0.1%
GBT
1530
Grove Bank & Trust
Florida
$1.12M +$120K +869 +11%
PPCM
1531
Pillar Pacific Capital Management
California
$1.11M -$42.8K -310 -4%
NB
1532
Northwest Bancshares
Pennsylvania
$1.11M +$29.7K +215 +3%
VIA
1533
Vident Investment Advisory
Georgia
$1.11M +$371K +2,687 +47%
RWM
1534
Ritholtz Wealth Management
New York
$1.1M +$41.8K +303 +4%
PFBT
1535
Parkside Financial Bank & Trust
Missouri
$1.1M -$16K -116 -1%
JFGIW
1536
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.1M +$138K +996 +14%
GLA
1537
Good Life Advisors
Pennsylvania
$1.1M +$265K +1,917 +30%
TI
1538
Tidal Investments
Wisconsin
$1.09M +$1.15M +8,300 New
CPIG
1539
Chicago Partners Investment Group
Illinois
$1.09M +$13.8K +100 +1%
AWA
1540
ARS Wealth Advisors
Florida
$1.09M +$16K +116 +1%
FMTC
1541
Farmers & Merchants Trust Company
California
$1.09M +$1.14M +8,229 New
ER
1542
Enlightenment Research
Florida
$1.08M +$1.14M +8,221 New
CL
1543
CIM LLC
New York
$1.08M -$83.8K -607 -7%
AA
1544
ALPS Advisors
Colorado
$1.07M -$256K -1,852 -19%
WEC
1545
Winslow Evans & Crocker
Massachusetts
$1.07M +$278K +2,014 +33%
EGA
1546
E&G Advisors
Texas
$1.07M +$55.2K +400 +5%
MFW
1547
Meristem Family Wealth
Minnesota
$1.07M -$1.52K -11 -0.1%
TA
1548
Townsend & Associates
Colorado
$1.07M +$63.4K +459 +6%
NL
1549
NWAM LLC
Washington
$1.07M -$6.08K -44 -0.5%
UCMOK
1550
United Capital Management of KS
Kansas
$1.07M +$143K +1,036 +15%

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.