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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
WF
1801
WoodTrust Financial
Wisconsin
$536K
BCWM
1802
Bartlett & Co Wealth Management
Ohio
$535K
BC
1803
Bartlett & Co
Ohio
$535K
SFWC
1804
Strategic Family Wealth Counselors
New Jersey
$535K +$560K +4,054 New
BCM
1805
Becker Capital Management
Oregon
$533K +$253K +1,829 +83%
MTIM
1806
Marathon Trading Investment Management
Pennsylvania
$533K +$558K +4,040 New
CSS
1807
Cubist Systematic Strategies
Connecticut
$529K -$884K -6,403 -61%
PSC
1808
Prentiss Smith & Co
Vermont
$528K
GCMG
1809
Gyroscope Capital Management Group
Florida
$528K +$552K +4,000 New
AIM
1810
Advantage Investment Management
Iowa
$523K +$84.2K +610 +18%
FNBSF
1811
First National Bank Sioux Falls
South Dakota
$519K +$55.2K +400 +11%
WA
1812
Waverly Advisors
Alabama
$517K -$430K -3,113 -44%
CA
1813
Continuum Advisory
Idaho
$516K -$119K -865 -18%
CCMG
1814
Clark Capital Management Group
Pennsylvania
$514K +$91K +659 +20%
BS
1815
Boenning & Scattergood
Pennsylvania
$511K +$41.4K +300 +8%
IA
1816
Independence Advisors
Pennsylvania
$511K +$535K +3,873 New
CAC
1817
Certified Advisory Corp
Florida
$507K -$9.94K -72 -2%
USGIU
1818
U.S. Global Investors (USGI)
Texas
$505K +$38.4K +278 +8%
IWP
1819
Icon Wealth Partners
Texas
$503K -$40.5K -293 -7%
CIP
1820
Convergence Investment Partners
Florida
$502K -$2.32M -16,774 -82%
HF
1821
HRT Financial
New York
$502K +$526K +3,809 New
HTHT
1822
Hemenway Trust Hemenway Trust
New Hampshire
$501K -$87K -630 -14%
MPIA
1823
Mountain Pacific Investment Advisers
Idaho
$501K
AB
1824
AT Bancorp
Iowa
$500K -$8.84K -64 -2%
SHCM
1825
Stokes & Hubbell Capital Management
Louisiana
$500K +$27.6K +200 +6%

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.