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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
WI
1651
Wedgewood Investors
Pennsylvania
$590K -$51.5K -400 -8%
BPM
1652
Bowling Portfolio Management
Ohio
$586K +$569K +4,423 New
SCM
1653
Southport Capital Management
Tennessee
$583K +$80.2K +623 +16%
PDM
1654
Penn Davis McFarland
Texas
$583K +$566K +4,400 New
AL
1655
Aspiriant LLC
California
$576K +$38K +295 +7%
KA
1656
Kaizen Advisory
Illinois
$576K +$335K +2,600 +148%
FCAG
1657
First Capital Advisors Group
New Jersey
$573K -$13.8K -107 -2%
WCA
1658
Waratah Capital Advisors
Ontario, Canada
$571K -$13.1M -101,954 -96%
AHB
1659
Abner Herrman & Brock
New Jersey
$569K +$5.41K +42 +1%
TMAM
1660
Tokio Marine Asset Management
Japan
$568K -$310K -2,406 -36%
AF
1661
Aldebaran Financial
$566K
HCM
1662
Hilton Capital Management
New York
$566K +$11.6K +90 +2%
GIP
1663
Greatmark Investment Partners
Georgia
$564K
IWP
1664
Icon Wealth Partners
Texas
$563K -$51.9K -403 -9%
UBV
1665
United Bank (Virginia)
Virginia
$561K
USGIU
1666
U.S. Global Investors (USGI)
Texas
$556K -$12.9K -100 -2%
GIA
1667
Guyasuta Investment Advisors
Pennsylvania
$555K
HTHT
1668
Hemenway Trust Hemenway Trust
New Hampshire
$553K -$90K -699 -14%
SIAS
1669
Shine Investment Advisory Services
Colorado
$549K
WCWM
1670
Willow Creek Wealth Management
California
$549K +$7.98K +62 +2%
CWM
1671
Circle Wealth Management
New Jersey
$548K +$772 +6 +0.1%
BB
1672
Bell Bank
North Dakota
$546K +$93.4K +726 +21%
EIP
1673
Epoch Investment Partners
New York
$542K -$61.2M -475,881 -10%
PIA
1674
Pinion Investment Advisors
Kansas
$541K +$18.7K +145 +4%
WF
1675
WoodTrust Financial
Wisconsin
$538K

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.