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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
BMCM
1926
Bryn Mawr Capital Management
Pennsylvania
$231K +$7.34K +57 +3%
EAM
1927
Evanson Asset Management
California
$231K +$224K +1,740 New
AIP
1928
Almanack Investment Partners
Pennsylvania
$230K -$42.5K -330 -16%
VIM
1929
Veritas Investment Management
United Kingdom
$229K
BC
1930
Barnett & Company
Tennessee
$227K -$45K -350 -17%
FC
1931
Financial Consulate
Maryland
$226K
FNT
1932
First Nebraska Trust
Nebraska
$226K
FTI
1933
Fiduciary Trust International
Massachusetts
$225K +$219K +1,698 New
CG
1934
Corundum Group
Colorado
$224K -$10.4K -81 -5%
DE
1935
Day & Ennis
Georgia
$223K +$217K +1,687 New
PP
1936
PagnatoKarp Partners
Virginia
$222K -$34.9K -271 -14%
DHFB
1937
Dixon Hubard Feinour & Brown
Virginia
$222K
CHA
1938
Carmichael Hill & Associates
Maryland
$222K +$129 +1 +0.1%
GC
1939
Garde Capital
Washington
$220K +$214K +1,659 New
MUS
1940
Mitsubishi UFJ Securities
Japan
$219K -$308K -2,390 -59%
LF
1941
Lee Financial
Texas
$218K +$129 +1 +0.1%
MCM
1942
Marathon Capital Management
Maryland
$218K +$212K +1,647 New
BWM
1943
BerganKDV Wealth Management
Minnesota
$217K +$211K +1,639 New
EWM
1944
Edge Wealth Management
New York
$216K +$194K +1,510 +1,280%
BAM
1945
Brave Asset Management
New Jersey
$216K +$210K +1,628 New
BO
1946
Bank OZK
Arkansas
$216K +$210K +1,633 New
WIM
1947
Westside Investment Management
California
$216K +$14.2K +110 +7%
BWA
1948
BDO Wealth Advisors
Florida
$214K +$50.2K +390 +32%
PAG
1949
Private Advisory Group
Washington
$214K +$207K +1,612 New
CHA
1950
Cooper/Haims Advisors
New York
$213K +$207K +1,610 New

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.