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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
MS
1776
Mizuho Securities
Japan
$573K +$599K +4,340 New
BOPW
1777
Brandywine Oak Private Wealth
Pennsylvania
$573K +$601K +4,348 New
DWM
1778
Destination Wealth Management
California
$572K +$54K +391 +10%
FPCG
1779
Fort Pitt Capital Group
Pennsylvania
$571K +$331K +2,394 +124%
TRAM
1780
Tuscan Ridge Asset Management
Illinois
$571K +$598K +4,330 New
IIC
1781
Integrated Investment Consultants
Michigan
$568K +$64.5K +467 +12%
SCM
1782
Southport Capital Management
Tennessee
$567K -$15.5K -112 -3%
LDFR
1783
Lehman & Derafelo Financial Resources
Pennsylvania
$565K +$592K +4,284 New
AF
1784
Aldebaran Financial
$564K
LA
1785
LVW Advisors
New York
$561K +$276K +2,001 +89%
JIC
1786
Joel Isaacson & Co
New York
$559K +$63K +456 +13%
IA
1787
IFG Advisory
Georgia
$558K -$571K -4,137 -49%
IC
1788
Inscription Capital
Texas
$555K +$581K +4,210 New
BPM
1789
Bowling Portfolio Management
Ohio
$552K -$24.2K -175 -4%
OPA
1790
Old Port Advisors
Maine
$552K +$552K +3,998 New
LDB
1791
Lee, Danner & Bass
Tennessee
$549K +$376K +2,723 +189%
JA
1792
JOYN Advisors
Georgia
$548K -$117K -846 -17%
SIAS
1793
Shine Investment Advisory Services
Colorado
$547K
CPO
1794
Cerity Partners OCIO
New York
$546K +$21K +152 +4%
SIM
1795
SSI Investment Management
California
$542K +$113K +820 +25%
RTC
1796
Riverview Trust Company
Washington
$542K +$568K +4,110 New
CWM
1797
Circle Wealth Management
New Jersey
$541K
GIA
1798
Guyasuta Investment Advisors
Pennsylvania
$539K
AAMU
1799
Amundi Asset Management US
Massachusetts
$537K -$24.8M -179,627 -4%
WCWM
1800
Willow Creek Wealth Management
California
$536K

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.