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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
PWSG
1851
Pacific Wealth Strategies Group
California
$292K +$34.1K +265 +14%
AW
1852
Alpha Windward
Massachusetts
$291K -$13.4K -104 -5%
CAM
1853
Claret Asset Management
Quebec, Canada
$291K
TDC
1854
Thompson Davis & Co
Virginia
$290K +$21.9K +170 +8%
1IA
1855
1834 Investment Advisors
Wisconsin
$288K -$109K -850 -28%
NG
1856
Northstar Group
New York
$288K
WWMSC
1857
Wagner Wealth Management (South Carolina)
South Carolina
$288K +$8.37K +65 +3%
BCM
1858
Blume Capital Management
California
$286K -$6.43K -50 -2%
FA
1859
Fortis Advisors
Pennsylvania
$285K
SMH
1860
Sanders Morris Harris
Texas
$285K
STMM
1861
South Texas Money Management
Texas
$285K +$22.5K +175 +9%
CCP
1862
Clarkston Capital Partners
Michigan
$285K +$38.6K +300 +16%
CS
1863
Cannell & Spears
New York
$284K +$15.1K +117 +6%
GAB
1864
German American Bancorp
Indiana
$283K +$275K +2,140 New
OWP
1865
Obermeyer Wealth Partners
Colorado
$281K -$663K -5,154 -71%
CMBA
1866
C.M. Bidwell & Associates
Hawaii
$281K -$92.7K -720 -25%
OWA
1867
One Wealth Advisors
California
$281K
BS
1868
Boenning & Scattergood
Pennsylvania
$281K +$273K +2,124 New
IWA
1869
Inspirion Wealth Advisors
Illinois
$280K
AIP
1870
ARS Investment Partners
New York
$279K -$13.6K -106 -5%
AMCA
1871
Arthur M. Cohen & Associates
Illinois
$275K +$1.8K +14 +0.7%
VCM
1872
Vigilant Capital Management
Maine
$275K +$36.9K +287 +16%
PL
1873
Plancorp LLC
Missouri
$274K -$12.5K -97 -4%
AIM
1874
Advantage Investment Management
Iowa
$273K -$18.9K -147 -7%
EWF
1875
Epstein & White Financial
California
$273K

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.