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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
SWA
1701
Sutton Wealth Advisors
Florida
$706K +$4.42K +32 +0.6%
TCM
1702
Tradewinds Capital Management
Washington
$704K +$43.6K +316 +6%
HMS
1703
Hanseatic Management Services
New Mexico
$697K +$120K +871 +20%
GWCM
1704
Godshalk Welsh Capital Management
Pennsylvania
$695K +$36.7K +266 +5%
RCM
1705
RNC Capital Management
California
$695K +$43.1K +312 +6%
WCM
1706
Windsor Capital Management
Arizona
$694K -$120K -867 -14%
HPWM
1707
Highland Private Wealth Management
Washington
$692K +$24.4K +177 +3%
ECM
1708
Element Capital Management
New York
$690K -$7.88M -57,079 -92%
FC
1709
Ferris Capital
Massachusetts
$689K -$8.7K -63 -1%
BCM
1710
Bienville Capital Management
New York
$686K +$719K +5,203 New
IIC
1711
Ironwood Investment Counsel
Arizona
$685K -$555K -4,016 -44%
BCM
1712
Brasada Capital Management
Texas
$685K +$24.3K +176 +4%
HA
1713
Harfst & Associates
Wyoming
$684K +$31.5K +228 +5%
FPCP
1714
Fort Point Capital Partners
California
$683K +$27.6K +200 +4%
GAG
1715
GM Advisory Group
New York
$681K -$246K -1,783 -26%
GIM
1716
Groesbeck Investment Management
New Jersey
$679K -$55.2K -400 -7%
BAM
1717
Berkshire Asset Management
Pennsylvania
$676K -$68.1K -493 -9%
RC
1718
RBO & Co
California
$676K
GIP
1719
Greatmark Investment Partners
Georgia
$676K +$691 +5 +0.1%
BAAM
1720
Baker Avenue Asset Management
California
$675K +$707K +5,119 New
WP
1721
WealthPLAN Partners
Nebraska
$673K +$39.2K +284 +7%
MCM
1722
Manchester Capital Management
Vermont
$671K -$13.8K -100 -2%
AL
1723
Aspiriant LLC
California
$669K +$129K +933 +23%
GCP
1724
GSA Capital Partners
United Kingdom
$666K +$213K +1,540 +44%
CCM
1725
Community Capital Management
Florida
$666K +$697K +5,050 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.