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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
CCB
1551
Cutter & Co Brokerage
Missouri
$1.07M +$195K +1,415 +21%
ARMT
1552
Amica Retiree Medical Trust
Rhode Island
$1.06M -$65.5K -474 -6%
FHA
1553
First Horizon Advisors
Tennessee
$1.06M -$1.24K -9 -0.1%
RCM
1554
Radnor Capital Management
Pennsylvania
$1.06M
CA
1555
Callahan Advisors
Texas
$1.05M +$829 +6 +0.1%
SFI
1556
SPC Financial Inc
Maryland
$1.05M +$11.7K +85 +1%
KWA
1557
KCS Wealth Advisory
California
$1.04M -$25.8K -187 -2%
CIM
1558
CenturyLink Investment Management
Colorado
$1.04M +$31.8K +230 +3%
ACH
1559
ArrowMark Colorado Holdings
Colorado
$1.04M
MWA
1560
Meridian Wealth Advisors
Texas
$1.04M +$1.09M +7,859 New
OIA
1561
Optimum Investment Advisors
Illinois
$1.04M -$4.83K -35 -0.4%
CG
1562
Corundum Group
Colorado
$1.03M +$1.08M +7,785 New
SFG
1563
Summit Financial Group
West Virginia
$1.02M
BLAM
1564
Bourne Lent Asset Management
New York
$1.02M
PC
1565
PA Capital
Virginia
$1M +$1.05M +7,608 New
SMC
1566
Smith, Moore & Co
Missouri
$995K -$67K -485 -6%
PW
1567
Peninsula Wealth
California
$995K
GG
1568
Gofen & Glossberg
Illinois
$987K -$18K -130 -2%
NBG
1569
Nancy B. Gardiner
$986K +$27.6K +200 +3%
PB
1570
Pinnacle Bancorp
Nebraska
$983K +$1.03M +7,449 New
BPA
1571
Beacon Pointe Advisors
California
$983K +$1.03M +7,457 New
CA
1572
Calton & Associates
Florida
$982K -$76.9K -557 -7%
SAM
1573
Sandell Asset Management
New York
$976K
ITIM
1574
Indiana Trust & Investment Management
Indiana
$970K +$11.5K +83 +1%
BCM
1575
Brookstone Capital Management
Illinois
$952K +$92.4K +669 +10%

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.