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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
SEIA
1901
Signature Estate & Investment Advisors
California
$401K +$6.77K +49 +2%
WA
1902
Wambolt & Associates
Colorado
$401K +$419K +3,037 New
MMHP
1903
Murphy Middleton Hinkle & Parker
Georgia
$398K
SHWM
1904
Smith & Howard Wealth Management
Georgia
$397K +$415K +3,006 New
RW
1905
REDW Wealth
New Mexico
$396K
SKK
1906
Shepherd Kaplan Krochuk
Massachusetts
$396K
ACM
1907
Advisors Capital Management
New Jersey
$395K +$58K +420 +16%
KM
1908
Kalos Management
Georgia
$392K -$5.11K -37 -1%
SIG
1909
Sky Investment Group
Connecticut
$391K +$38.9K +282 +11%
LK
1910
Lumbard & Kellner
New Hampshire
$389K
BPWA
1911
Beacon Pointe Wealth Advisors
California
$388K +$406K +2,939 New
Voloridge Investment Management
1912
Voloridge Investment Management
Florida
$388K +$406K +2,940 New
TCPWM
1913
Traverso Chambers Private Wealth Management
California
$386K +$404K +2,924 New
STMM
1914
South Texas Money Management
Texas
$384K +$27.8K +201 +7%
OIA
1915
OneDigital Investment Advisors
Kansas
$382K +$400K +2,898 New
HCP
1916
Holt Capital Partners
Texas
$376K
PCM
1917
Pointe Capital Management
Michigan
$376K +$2.07K +15 +0.5%
BWM
1918
Buckley Wealth Management
Nevada
$376K +$12.4K +90 +3%
WRM
1919
Weybosset Research & Management
Rhode Island
$375K +$13.8K +100 +4%
MWM
1920
Merriman Wealth Management
Washington
$375K +$73.2K +530 +23%
WANY
1921
Wealthspire Advisors (New York)
New York
$375K +$393K +2,842 New
SFM
1922
Signet Financial Management
New Jersey
$374K +$14.5K +105 +4%
DWM
1923
Doyle Wealth Management
Florida
$373K +$47.2K +342 +14%
EWA
1924
Evolution Wealth Advisors
Florida
$372K +$389K +2,817 New
SCA
1925
Sippican Capital Advisors
Massachusetts
$369K

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.