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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
MA
1626
Mutual Advisors
Nebraska
$849K -$78.3K -567 -8%
LWAC
1627
Laurel Wealth Advisors (California)
California
$846K -$64.5K -467 -7%
SWA
1628
Stratos Wealth Advisors
Ohio
$843K +$883K +6,392 New
WCM
1629
Weatherstone Capital Management
Colorado
$841K +$773K +5,600 New
FEM
1630
Fulcrum Equity Management
Texas
$841K +$880K +6,370 New
CIA
1631
CSat Investment Advisory
Michigan
$840K -$128K -925 -13%
BO
1632
BRR OpCo
Ohio
$830K -$80.5K -583 -8%
SEC
1633
Seven Eight Capital
New York
$830K +$869K +6,289 New
WP
1634
WealthSource Partners
California
$829K +$262K +1,896 +43%
SDWIA
1635
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$827K +$866K +6,271 New
MWP
1636
MYCIO Wealth Partners
Pennsylvania
$826K +$248K +1,797 +40%
SRIM
1637
Saratoga Research & Investment Management
California
$824K +$45.6K +330 +6%
JIP
1638
Jaffetilchin Investment Partners
Florida
$822K +$61.2K +443 +8%
DWM
1639
Dorchester Wealth Management
Quebec, Canada
$822K +$226K +1,635 +36%
HIIFS
1640
Harel Insurance Investments & Financial Services
Israel
$821K +$182K +1,320 +27%
FCA
1641
FinTrust Capital Advisors
South Carolina
$817K +$855K +6,191 New
IC
1642
InterOcean Capital
Illinois
$816K +$29.6K +214 +4%
KFS
1643
Kurt F. Somerville
$815K -$98.1K -710 -10%
FP
1644
Foundry Partners
Minnesota
$811K -$100K -725 -11%
CA
1645
Cambridge Advisors
Nebraska
$810K -$4.7K -34 -0.6%
CIM
1646
Confluence Investment Management
Missouri
$807K -$235K -1,702 -22%
QI
1647
Qtron Investments
Massachusetts
$807K +$845K +6,115 New
SCI
1648
S&CO Inc
Massachusetts
$805K
IUHSA
1649
Itau Unibanco Holding S.A.
Brazil
$799K -$9.39K -68 -1%
PSG
1650
Planning Solutions Group
Maryland
$794K +$831K +6,018 New

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.