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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
AA
1601
ALPS Advisors
Colorado
$689K +$331K +2,568 +98%
AFA
1602
Arlington Financial Advisors
California
$684K +$425K +3,300 +194%
RC
1603
RBO & Co
California
$679K
GP
1604
Geneva Partners
Wisconsin
$679K +$9.01K +70 +1%
Marshall Wace
1605
Marshall Wace
United Kingdom
$677K -$7.97M -61,904 -92%
PK
1606
Pflug Koory
Nebraska
$677K
GWCM
1607
Godshalk Welsh Capital Management
Pennsylvania
$675K
ECM
1608
Estabrook Capital Management
New York
$674K -$299K -2,325 -31%
MCM
1609
Manchester Capital Management
Vermont
$671K +$12.9K +100 +2%
CSIC
1610
Clifford Swan Investment Counsel
California
$666K +$163K +1,266 +34%
TCM
1611
Tradewinds Capital Management
Washington
$663K +$3.73K +29 +0.6%
ECM
1612
Evergreen Capital Management
Washington
$662K +$8.24K +64 +1%
MCM
1613
Maryland Capital Management
Maryland
$656K
GLI
1614
Guardian Life Insurance
New York
$653K +$97.7K +759 +18%
WG
1615
Welch Group
Alabama
$652K -$19.2K -149 -3%
HF
1616
HRT Financial
New York
$648K -$3.03M -23,506 -83%
ED
1617
Exane Derivatives
France
$647K -$165K -1,280 -21%
NED
1618
Nancy E. Dempze
$645K
HPWM
1619
Highland Private Wealth Management
Washington
$645K +$627K +4,871 New
JFA
1620
JNBA Financial Advisors
Minnesota
$644K +$1.29K +10 +0.2%
HA
1621
Harfst & Associates
Wyoming
$641K +$4.38K +34 +0.7%
MCWS
1622
McKinley Carter Wealth Services
West Virginia
$641K +$196K +1,521 +46%
WP
1623
WealthPLAN Partners
Nebraska
$637K +$24.8K +193 +4%
EP
1624
Edgestream Partners
New Jersey
$636K -$1.84M -14,326 -75%
CPSAC
1625
Chas P. Smith & Associates (CPS)
Florida
$631K +$4.38K +34 +0.7%

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.