We are live on ! Find out more

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
FFC
1901
First Financial Corp
Indiana
$252K -$6.82K -53 -3%
TF
1902
Tompkins Financial
New York
$252K -$5.15K -40 -2%
HCM
1903
HGI Capital Management
New York
$252K +$245K +1,904 New
ACM
1904
Advisors Capital Management
New Jersey
$251K +$23.6K +183 +11%
ESBC
1905
E.S. Barr & Co
Kentucky
$248K -$9.01K -70 -4%
BW
1906
Biegel & Waller
Maryland
$248K +$241K +1,872 New
CVM
1907
Cheviot Value Management
California
$247K
FCIM
1908
Fairview Capital Investment Management
California
$247K +$9.65K +75 +4%
CF
1909
Corrigan Financial
Rhode Island
$246K
GKWIM
1910
Gerber Kawasaki Wealth & Investment Management
California
$246K
BBA
1911
Braun-Bostich & Associates
Pennsylvania
$246K +$60.6K +471 +34%
SFG
1912
StrategIQ Financial Group
Indiana
$246K +$239K +1,858 New
CGA
1913
Crescent Grove Advisors
Illinois
$245K
SGA
1914
Strategic Global Advisors
California
$244K
BFC
1915
Bedel Financial Consulting
Indiana
$242K +$45.8K +356 +24%
CWM
1916
Connecticut Wealth Management
Connecticut
$241K -$70.8K -550 -23%
M
1917
MOTCO
Texas
$241K
BBP
1918
Banco BTG Pactual
Brazil
$237K +$230K +1,789 New
PCFFS
1919
Pacific Center for Financial Services
California
$235K
PCA
1920
Peddock Capital Advisors
Massachusetts
$233K -$3.6K -28 -2%
PC
1921
Peavine Capital
Nevada
$233K
LC
1922
LCNB Corp
Ohio
$232K -$81.6K -634 -27%
CPH
1923
C Partners Holding
Switzerland
$232K -$5.41K -42 -2%
RA
1924
RFG Advisory
Alabama
$231K -$6.43K -50 -3%
LC
1925
Lincoln Capital
Nebraska
$231K

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.