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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
CCT
1601
Country Club Trust
Missouri
$897K +$45.2K +327 +5%
MGAM
1602
McGowan Group Asset Management
Texas
$896K -$18.1K -131 -2%
CWM
1603
Confluence Wealth Management
Oregon
$895K -$6.63K -48 -0.7%
AIC
1604
Archer Investment Corporation
Indiana
$892K +$934K +6,760 New
RM
1605
Resource Management
Louisiana
$891K +$26.8K +194 +3%
LC
1606
Lourd Capital
California
$885K +$13.4K +97 +1%
LB
1607
Legacy Bridge
Iowa
$885K +$926K +6,706 New
DI
1608
DAGCO Inc
Ohio
$884K +$925K +6,698 New
SBA
1609
Secrest Blakey & Associates
North Carolina
$883K -$31.6K -229 -3%
BIA
1610
Bigelow Investment Advisors
Maine
$883K
SFG
1611
SNS Financial Group
Minnesota
$880K -$81.9K -593 -8%
CB
1612
Community Bank
New York
$880K
GFP
1613
Gryphon Financial Partners
Ohio
$879K +$1.93K +14 +0.2%
SFA
1614
Sequoia Financial Advisors
Ohio
$875K +$7.04K +51 +0.8%
SAM
1615
Symphony Asset Management
California
$874K -$66.3K -480 -7%
GCM
1616
Galibier Capital Management
Ontario, Canada
$872K +$913K +6,611 New
GW
1617
GW & Wade
Massachusetts
$869K -$56.6K -410 -6%
BCM
1618
Blume Capital Management
California
$866K +$608K +4,403 +204%
MWC
1619
MBM Wealth Consultants
Missouri
$866K +$906K +6,561 New
BWM
1620
Bernicke Wealth Management
Wisconsin
$862K +$42K +304 +5%
NF
1621
Nikulski Financial
Iowa
$859K +$24.9K +180 +3%
HIC
1622
Holderness Investments Company
North Carolina
$854K +$38K +275 +4%
TIA
1623
Trust Investment Advisors
Indiana
$852K -$27.6K -200 -3%
CBFP
1624
Cedar Brook Financial Partners
Ohio
$851K +$891K +6,453 New
LWA
1625
Lenox Wealth Advisors
New York
$850K

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.