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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
ECM
1726
Estabrook Capital Management
New York
$664K +$3.45K +25 +0.5%
GLI
1727
Guardian Life Insurance
New York
$664K +$2.62K +19 +0.4%
AFA
1728
Arlington Financial Advisors
California
$660K
HFA
1729
High Falls Advisors
New York
$660K
LCM
1730
Leisure Capital Management
California
$660K +$9.39K +68 +1%
QCG
1731
Quadrant Capital Group
Ohio
$659K +$22.5K +163 +3%
HL
1732
HeadInvest LLC
Maine
$659K +$345K +2,497 +100%
PWMG
1733
Prestige Wealth Management Group
New Jersey
$657K +$688K +4,983 New
VIM
1734
Veritas Investment Management
United Kingdom
$656K +$53.2K +385 +8%
ACM
1735
Argent Capital Management
Missouri
$653K
CGL
1736
Clarius Group LLC
Washington
$649K +$239K +1,731 +54%
CSIC
1737
Clifford Swan Investment Counsel
California
$648K +$41.2K +298 +6%
BMM
1738
Buffington Mohr McNeal
Idaho
$647K -$51.4K -372 -7%
CPSAC
1739
Chas P. Smith & Associates (CPS)
Florida
$647K -$18.8K -136 -3%
PIA
1740
Pinion Investment Advisors
Kansas
$647K +$85.6K +620 +14%
TCM
1741
Tradition Capital Management
New Jersey
$647K +$678K +4,908 New
WWM
1742
Windsor Wealth Management
Indiana
$642K +$2.35K +17 +0.4%
GP
1743
Geneva Partners
Wisconsin
$639K -$38K -275 -5%
MCWS
1744
McKinley Carter Wealth Services
West Virginia
$639K -$7.73K -56 -1%
NED
1745
Nancy E. Dempze
$637K -$3.45K -25 -0.5%
LCAM
1746
London & Capital Asset Management
United Kingdom
$634K +$664K +4,807 New
PK
1747
Pflug Koory
Nebraska
$632K
AssetMark Inc
1748
AssetMark Inc
California
$632K +$93.2K +675 +16%
WCM
1749
WealthBridge Capital Management
Ohio
$631K +$661K +4,786 New
VV
1750
Verity & Verity
South Carolina
$628K -$18.6K -135 -3%

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.