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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
DW
1876
Domani Wealth
Pennsylvania
$272K +$264K +2,050 New
RAM
1877
Roanoke Asset Management
New Jersey
$269K
WC
1878
Weil Company
California
$267K -$3.48K -27 -1%
BHBT
1879
Burke & Herbert Bank & Trust
Virginia
$267K
HBT
1880
Hills Bank & Trust
Iowa
$266K -$257 -2 -0.1%
TA
1881
Trellis Advisors
Washington
$265K -$36.7K -285 -12%
CT
1882
CPF Texas
Texas
$265K
FBC
1883
Fairfield, Bush & Co
Connecticut
$265K
BFIM
1884
Beese Fulmer Investment Management
Ohio
$264K
RT
1885
Rockland Trust
Massachusetts
$263K -$63.3K -492 -20%
HIS
1886
Horizon Investment Services
Indiana
$263K
WIC
1887
Woodmont Investment Counsel
Tennessee
$261K -$58.7K -456 -19%
BRF
1888
B. Riley Financial
California
$258K -$14.3K -111 -6%
DWM
1889
Destination Wealth Management
California
$257K -$145K -1,124 -37%
CCM
1890
Cadence Capital Management
Massachusetts
$257K -$16.5K -128 -6%
FC
1891
FCA Corp
Texas
$257K +$250K +1,939 New
GFP
1892
Gryphon Financial Partners
Ohio
$256K -$8.49K -66 -3%
FPCG
1893
Fort Pitt Capital Group
Pennsylvania
$256K +$248K +1,930 New
ATC
1894
Adirondack Trust Company
New York
$255K
ZF
1895
Zhang Financial
Michigan
$255K
AR
1896
Advisory Research
Illinois
$254K -$23.2K -180 -9%
WA
1897
WealthTrust-Arizona
Arizona
$254K -$6.31K -49 -2%
VAM
1898
Verity Asset Management
North Carolina
$254K
Diamond Hill Capital Management
1899
Diamond Hill Capital Management
Ohio
$253K -$3.99K -31 -2%
PFGIA
1900
Patriot Financial Group Insurance Agency
Massachusetts
$252K -$19.7K -153 -7%

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.