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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
VC
1576
Vicus Capital
Pennsylvania
$755K -$17.1K -133 -2%
CCM
1577
Canal Capital Management
Virginia
$753K +$39.1K +304 +6%
HFA
1578
High Falls Advisors
New York
$752K +$110K +851 +18%
JIP
1579
Jaffetilchin Investment Partners
Florida
$750K -$268K -2,083 -27%
SC
1580
Sawyer & Company
Massachusetts
$747K
CCMW
1581
Cypress Capital Management (Wyoming)
Wyoming
$737K +$19.3K +150 +3%
WP
1582
WealthSource Partners
California
$737K +$184K +1,426 +34%
GG
1583
Gofen & Glossberg
Illinois
$736K -$53.5K -416 -7%
CIAS
1584
Capital Investment Advisory Services
North Carolina
$734K +$32K +249 +5%
WA
1585
Waverly Advisors
Alabama
$730K +$14.3K +111 +2%
Dodge & Cox
1586
Dodge & Cox
California
$728K
BAM
1587
Berkshire Asset Management
Pennsylvania
$726K -$96.8K -752 -12%
FC
1588
Ferris Capital
Massachusetts
$726K -$2.83K -22 -0.4%
CFA
1589
Carroll Financial Associates
North Carolina
$726K +$47.4K +368 +7%
WCF
1590
West Coast Financial
California
$725K
CFMC
1591
Curbstone Financial Management Corp
New Hampshire
$719K -$12.9K -100 -2%
LJAC
1592
L.J. Altfest & Co
New York
$718K +$129 +1 +0%
CANC
1593
Culbertson A N & Co
Virginia
$715K +$174K +1,355 +33%
SWA
1594
Sutton Wealth Advisors
Florida
$707K
JA
1595
JOYN Advisors
Georgia
$707K -$487K -3,780 -41%
MWM
1596
Mission Wealth Management
California
$706K +$102K +789 +17%
GIM
1597
Groesbeck Investment Management
New Jersey
$700K
CWS
1598
Cypress Wealth Services
California
$694K +$14.5K +113 +2%
BMM
1599
Buffington Mohr McNeal
Idaho
$694K +$39.4K +306 +6%
GD
1600
Grandfield & Dodd
New York
$692K -$61.9K -481 -8%

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.