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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
WAG
1701
Winthrop Advisory Group
Massachusetts
$488K +$129 +1 +0%
IIA
1702
IPG Investment Advisors
California
$487K +$158K +1,231 +50%
BOS
1703
Bingham Osborn & Scarborough
California
$486K -$386 -3 -0.1%
SLT
1704
St Louis Trust
Missouri
$485K -$1.06M -8,198 -69%
VWM
1705
Venturi Wealth Management
Texas
$483K
HCM
1706
Harvest Capital Management
New Hampshire
$479K
ACA
1707
Anchor Capital Advisors
Massachusetts
$477K
Boston Partners
1708
Boston Partners
Massachusetts
$477K
RGNCM
1709
R.G. Niederhoffer Capital Management
New York
$477K +$463K +3,600 New
LBG
1710
Lloyds Banking Group
United Kingdom
$475K -$8.88K -69 -1%
JIC
1711
Joel Isaacson & Co
New York
$475K
SHCM
1712
Stokes & Hubbell Capital Management
Louisiana
$475K +$32.2K +250 +7%
CSM
1713
CAMG Solamere Management
North Carolina
$475K +$129K +1,000 +39%
HCM
1714
HMS Capital Management
Tennessee
$473K +$235K +1,828 +105%
PC
1715
Permit Capital
Pennsylvania
$470K
TWA
1716
TCI Wealth Advisors
Arizona
$469K +$19.6K +152 +4%
LWS
1717
Lucia Wealth Services
California
$468K -$3.5M -27,197 -88%
VCM
1718
Versant Capital Management
Arizona
$466K -$3.22K -25 -0.7%
PL
1719
Perpetual Ltd
Australia
$464K
TI
1720
Truepoint Inc
Ohio
$464K +$411K +3,195 +1,048%
TIA
1721
Tiemann Investment Advisors
California
$463K
PHAM
1722
Palisades Hudson Asset Management
Florida
$462K
PWMAG
1723
Pinnacle Wealth Management Advisory Group
New Jersey
$462K
LFA
1724
Legacy Financial Advisors
Kentucky
$462K +$26.1K +203 +7%
SP
1725
SWS Partners
Ohio
$458K -$55.1K -428 -11%

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.