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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
AFM
1876
Andesa Financial Management
Pennsylvania
$434K +$452K +3,272 New
HCM
1877
HMS Capital Management
Tennessee
$432K
RP
1878
Rice Partnership
Hawaii
$432K +$41.4K +300 +10%
JFA
1879
JNBA Financial Advisors
Minnesota
$427K +$434K +3,145 +3,311%
PA
1880
Probity Advisors
Texas
$426K +$1.1K +8 +0.2%
TL
1881
TrueWealth LLC
Georgia
$426K +$36K +261 +9%
LFA
1882
Legacy Financial Advisors
Kentucky
$423K -$25.8K -187 -6%
BCA
1883
Bay Colony Advisors
Massachusetts
$421K -$3.59K -26 -0.8%
ACM
1884
AlphaCrest Capital Management
New York
$421K +$440K +3,189 New
GSIS
1885
Global Strategic Investment Solutions
Arizona
$421K +$441K +3,193 New
NNP
1886
Nachman Norwood & Parrott
South Carolina
$418K +$438K +3,170 New
QAM
1887
Questar Asset Management
Minnesota
$417K +$437K +3,162 New
HI
1888
Horizon Investments
North Carolina
$416K +$240K +1,735 +122%
RWML
1889
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$413K -$353K -2,553 -45%
NGA
1890
Naples Global Advisors
Florida
$411K +$96K +695 +31%
NFA
1891
Nuveen Fund Advisors
Illinois
$410K -$338K -2,450 -44%
IFAM
1892
Institutional & Family Asset Management
Colorado
$410K +$138 +1 +0%
AIP
1893
Almanack Investment Partners
Pennsylvania
$410K +$3.59K +26 +0.8%
VCM
1894
Virtue Capital Management
Tennessee
$408K -$455K -3,297 -52%
HIC
1895
Harvey Investment Company
Kentucky
$408K
MSS
1896
Mitchell Sinkler & Starr
Pennsylvania
$408K +$13.8K +100 +3%
KF
1897
Krilogy Financial
Missouri
$408K +$39.8K +288 +10%
DAM
1898
Delta Asset Management
Tennessee
$407K
GAM
1899
Gemmer Asset Management
California
$406K +$82.7K +599 +24%
RA
1900
RFG Advisory
Alabama
$405K -$220K -1,596 -34%

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.