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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
AAP
1751
Arax Advisory Partners
Colorado
$415K +$73.6K +572 +22%
DAM
1752
Delta Asset Management
Tennessee
$414K
EWM
1753
Empirical Wealth Management
Washington
$410K +$126K +976 +46%
HIC
1754
Harvey Investment Company
Kentucky
$409K
DFIG
1755
Dragon Financial & Investment Group
California
$407K
DMC
1756
Drexel Morgan & Co
Pennsylvania
$407K
SFWA
1757
Summit Financial Wealth Advisors
Louisiana
$403K
DAC
1758
Dividend Assets Capital
South Carolina
$400K -$3.22K -25 -0.8%
MMHP
1759
Murphy Middleton Hinkle & Parker
Georgia
$399K
BCA
1760
Bay Colony Advisors
Massachusetts
$399K +$388K +3,016 New
RW
1761
REDW Wealth
New Mexico
$398K
MLIC
1762
Mandatum Life Insurance Company
Finland
$397K
SKK
1763
Shepherd Kaplan Krochuk
Massachusetts
$397K
EA
1764
Emerald Advisers
Pennsylvania
$396K -$42.3K -329 -10%
RP
1765
Rice Partnership
Hawaii
$394K
TL
1766
TrueWealth LLC
Georgia
$394K +$6.95K +54 +2%
LK
1767
Lumbard & Kellner
New Hampshire
$390K
IFAM
1768
Institutional & Family Asset Management
Colorado
$389K +$81.3K +632 +27%
RIA
1769
RPG Investment Advisory
California
$388K
SCM
1770
SOL Capital Management
Maryland
$385K +$28.3K +220 +8%
TNBTD
1771
Trustmark National Bank Trust Department
Mississippi
$379K -$5.15K -40 -1%
HCP
1772
Holt Capital Partners
Texas
$378K
WOC
1773
West Oak Capital
California
$377K -$30.2K -235 -8%
PCM
1774
Pointe Capital Management
Michigan
$374K +$10K +78 +3%
CBA
1775
Coastal Bridge Advisors
Connecticut
$374K +$46.6K +362 +15%

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.