We are live on ! Find out more

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
BB
1751
Bell Bank
North Dakota
$627K +$42.1K +305 +7%
KA
1752
Kaizen Advisory
Illinois
$626K +$54.7K +396 +9%
UBV
1753
United Bank (Virginia)
Virginia
$626K +$64.4K +466 +11%
WSC
1754
Wellington Shields & Co
New York
$626K +$655K +4,746 New
GD
1755
Grandfield & Dodd
New York
$625K -$6.91K -50 -1%
HCM
1756
Hilton Capital Management
New York
$625K +$5.25K +38 +0.8%
UC
1757
Unio Capital
New Jersey
$620K +$13.8K +100 +2%
AHB
1758
Abner Herrman & Brock
New Jersey
$618K +$138 +1 +0%
HCM
1759
Horiko Capital Management
New York
$611K +$639K +4,630 New
MCM
1760
MV Capital Management
Maryland
$604K +$20.9K +151 +3%
WI
1761
Wedgewood Investors
Pennsylvania
$603K
TPW
1762
Tiller Private Wealth
Pennsylvania
$600K -$9.25K -67 -1%
JA
1763
JLB & Associates
Michigan
$599K
CWM
1764
Cornerstone Wealth Management
Missouri
$597K -$63.3M -458,443 -99%
LBA
1765
Letko, Brosseau & Associates
Quebec, Canada
$597K -$4.42K -32 -0.7%
MFW
1766
Mosaic Family Wealth
Missouri
$591K
MCM
1767
Maryland Capital Management
Maryland
$591K +$58.4K +423 +10%
OWA
1768
Outlook Wealth Advisors
Texas
$588K +$61.5K +445 New
WIC
1769
Whitegate Investment Counselors
New Hampshire
$587K -$25.4K -184 -4%
BW
1770
Bison Wealth
Georgia
$585K +$47.2K +342 +8%
KPW
1771
Kore Private Wealth
New York
$582K +$609K +4,410 New
PDM
1772
Penn Davis McFarland
Texas
$581K
ACM
1773
Aviance Capital Management
Florida
$578K -$817K -5,918 -57%
SBSB
1774
Sullivan, Bruyette, Speros & Blaney
Virginia
$576K -$53.2K -385 -8%
PCIA
1775
Prime Capital Investment Advisors
Kansas
$576K +$140K +1,013 +30%

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.