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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
MIM
1851
Manitou Investment Management
Ontario, Canada
$467K -$142K -1,030 -22%
BCP
1852
Berkeley Capital Partners
Georgia
$467K +$98.8K +715 +25%
SAM
1853
SignalPoint Asset Management
Missouri
$465K +$46.8K +339 +11%
Schroder Investment Management Group
1854
Schroder Investment Management Group
United Kingdom
$464K -$20.1M -145,602 -4%
PWMAG
1855
Pinnacle Wealth Management Advisory Group
New Jersey
$462K -$17.3K -125 -3%
HR
1856
Howe & Rusling
New York
$460K -$28.9K -209 -6%
PHAM
1857
Palisades Hudson Asset Management
Florida
$460K
SP
1858
SWS Partners
Ohio
$458K +$829 +6 +0.2%
VCM
1859
Versant Capital Management
Arizona
$457K -$9.12K -66 -2%
PPP
1860
Private Portfolio Partners
New Jersey
$456K +$478K +3,459 New
ECM
1861
Elgethun Capital Management
South Dakota
$454K
BWP
1862
Bernardo Wealth Planning
Pennsylvania
$452K +$473K +3,423 New
BOS
1863
Bingham Osborn & Scarborough
California
$449K -$14.6K -106 -3%
VCA
1864
Verdence Capital Advisors
Maryland
$449K -$12K -87 -2%
TIA
1865
Tiemann Investment Advisors
California
$448K
CMI
1866
Clare Market Investments
Texas
$442K +$462K +3,347 New
QCM
1867
Quest Capital Management
Texas
$441K +$462K +3,346 New
NSIM
1868
North Star Investment Management
Illinois
$440K +$14.9K +108 +3%
RBFC
1869
Roman Butler Fullerton & Co
Missouri
$440K +$438K +3,173 New
PAMU
1870
Pictet Asset Management (UK)
United Kingdom
$440K +$2.09M +15,107 +0.5%
GC
1871
Grimes & Company
Massachusetts
$439K -$40.6K -294 -8%
OCM
1872
One Capital Management
California
$439K +$199K +1,441 +76%
AWM
1873
Aevitas Wealth Management
Massachusetts
$436K
CCMD
1874
Cypress Capital Management (Delaware)
Delaware
$436K +$262K +1,900 +135%
KC
1875
Knuff & Co
California
$435K +$456K +3,300 New

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.