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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
Carson Wealth (CWM LLC)
1776
Carson Wealth (CWM LLC)
Nebraska
$374K +$112K +868 +44%
MSS
1777
Mitchell Sinkler & Starr
Pennsylvania
$373K
SCA
1778
STALEY CAPITAL ADVISERS
Pennsylvania
$372K +$37.3K +290 +12%
SCA
1779
Sippican Capital Advisors
Massachusetts
$371K
SAA
1780
Southeast Asset Advisors
Georgia
$371K
KF
1781
Krilogy Financial
Missouri
$371K +$72.7K +565 +25%
ALIONA
1782
Allianz Life Insurance of North America
Minnesota
$368K +$47.6K +370 +15%
TW
1783
Transform Wealth
Colorado
$366K
AEPG
1784
American Economic Planning Group
New Jersey
$363K -$16.1K -125 -4%
WRM
1785
Weybosset Research & Management
Rhode Island
$363K
BCP
1786
Berkeley Capital Partners
Georgia
$363K +$5.92K +46 +2%
SIM
1787
Sadoff Investment Management
Wisconsin
$363K +$32.2K +250 +10%
AIS
1788
American Investment Services
Massachusetts
$359K +$129 +1 +0%
Aristotle Capital Management
1789
Aristotle Capital Management
California
$358K -$30.9K -240 -8%
GAM
1790
Gemmer Asset Management
California
$358K
SIG
1791
Sky Investment Group
Connecticut
$356K
CPC
1792
Cookson Peirce & Co
Pennsylvania
$356K +$6.43K +50 +2%
FC
1793
Fayerweather Charles
$352K -$142K -1,100 -29%
HMS
1794
Hanseatic Management Services
New Mexico
$351K
CBN
1795
Cadence Bank NA
Texas
$350K -$386 -3 -0.1%
DWM
1796
Doyle Wealth Management
Florida
$350K +$70.9K +551 +26%
NF
1797
Nikulski Financial
Iowa
$348K +$338K +2,625 New
MWPCG
1798
Measured Wealth Private Client Group
New Hampshire
$347K +$338K +2,625 New
NFC
1799
Northeast Financial Consultants
Connecticut
$346K
BCM
1800
BTC Capital Management
Iowa
$343K

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.