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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
PGWM
1826
Parisi Gray Wealth Management
New Jersey
$496K +$138 +1 +0%
EWA
1827
ERTS Wealth Advisors
Michigan
$495K +$518K +3,749 New
LC
1828
Lindbrook Capital
California
$495K +$519K +3,759 New
FCAG
1829
First Capital Advisors Group
New Jersey
$494K -$74.9K -542 -13%
OFG
1830
Omega Financial Group
California
$494K +$518K +3,747 New
TMAM
1831
Tokio Marine Asset Management
Japan
$489K +$71.5K +518 +16%
SIAG
1832
Signet Investment Advisory Group
Rhode Island
$485K +$509K +3,682 New
FNBOO
1833
First National Bank of Omaha
Nebraska
$484K +$41.4K +300 +9%
CAM
1834
Cozad Asset Management
Illinois
$484K +$160K +1,155 +46%
SLT
1835
St Louis Trust
Missouri
$483K
EA
1836
Emerald Advisers
Pennsylvania
$483K +$93.2K +675 +23%
FLI
1837
Family Legacy Inc
South Carolina
$481K +$79.7K +577 +19%
ATFA
1838
All Terrain Financial Advisors
Minnesota
$480K +$4.14K +30 +0.8%
BC
1839
Brio Consultants
California
$479K +$502K +3,632 New
PCMC
1840
Private Capital Management (Colorado)
Colorado
$479K +$502K +3,634 New
HHGA
1841
Halbert Hargrove Global Advisors
California
$478K -$17K -123 -3%
TWA
1842
TCI Wealth Advisors
Arizona
$478K +$14.1K +102 +3%
HCM
1843
Harvest Capital Management
New Hampshire
$477K
BMC
1844
Beaton Management Company
Massachusetts
$475K -$62.2K -450 -11%
ACA
1845
Anchor Capital Advisors
Massachusetts
$475K
Boston Partners
1846
Boston Partners
Massachusetts
$475K
WDL
1847
Well Done LLC
Michigan
$475K +$59.1K +428 +14%
CC
1848
Claybrook Capital
Massachusetts
$475K +$167K +1,206 +50%
WIC
1849
Woodmont Investment Counsel
Tennessee
$473K +$249K +1,800 +101%
PC
1850
Permit Capital
Pennsylvania
$468K

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.