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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
VC
1676
Vicus Capital
Pennsylvania
$743K -$47.4K -343 -6%
Capstone Investment Advisors
1677
Capstone Investment Advisors
New York
$741K +$759K +5,497 +4,739%
LJAC
1678
L.J. Altfest & Co
New York
$740K
HAIM
1679
Hunter Associates Investment Management
Pennsylvania
$736K +$171K +1,240 +29%
WG
1680
Welch Group
Alabama
$734K +$34.4K +249 +5%
LA
1681
Lau Associates
Delaware
$732K +$766K +5,546 New
1WA
1682
180 Wealth Advisors
Washington
$730K
WIA
1683
World Investment Advisors
California
$730K +$710K +5,141 New
SC
1684
Sawyer & Company
Massachusetts
$728K -$17.3K -125 -2%
NERM
1685
New England Research & Management
Illinois
$727K +$761K +5,512 New
CFMC
1686
Curbstone Financial Management Corp
New Hampshire
$726K
Dodge & Cox
1687
Dodge & Cox
California
$726K
TCM
1688
Teza Capital Management
Illinois
$726K +$760K +5,506 New
MFP
1689
Meridian Financial Partners
Virginia
$725K +$759K +5,494 New
CL
1690
CPWM LLC
Washington
$724K -$414 -3 -0.1%
GIA
1691
Gladstone Institutional Advisory
Florida
$724K +$758K +5,489 New
WTB
1692
Washington Trust Bank
Washington
$723K -$11.2K -81 -1%
MWM
1693
MorganRosel Wealth Management
Colorado
$723K +$757K +5,482 New
MWM
1694
Mission Wealth Management
California
$722K +$95.6K +692 +14%
BEAM
1695
Baker Ellis Asset Management
Washington
$721K -$110K -800 -13%
QCM
1696
Quantinno Capital Management
New York
$719K +$752K +5,446 New
CCM
1697
Canal Capital Management
Virginia
$717K -$24K -174 -3%
CFA
1698
Carroll Financial Associates
North Carolina
$711K -$25.4K -184 -3%
IIA
1699
IPG Investment Advisors
California
$710K +$103K +749 +16%
BFO
1700
Biltmore Family Office
North Carolina
$707K +$95.2K +689 +15%

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.