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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
SAA
1926
Southeast Asset Advisors
Georgia
$369K
HBT
1927
Hills Bank & Trust
Iowa
$369K +$13.5K +98 +4%
CPC
1928
Cookson Peirce & Co
Pennsylvania
$368K
DW
1929
Domani Wealth
Pennsylvania
$367K
W
1930
Wealthquest
Ohio
$366K +$384K +2,778 New
AIP
1931
Ahrens Investment Partners
Louisiana
$365K +$48.3K +350 +14%
CVM
1932
Cheviot Value Management
California
$365K +$125K +904 +48%
UAS
1933
United Asset Strategies
New York
$359K -$5.66K -41 -1%
AEPG
1934
American Economic Planning Group
New Jersey
$359K
PV
1935
Private Vista
Illinois
$359K +$44.5K +322 +13%
AIA
1936
Angeles Investment Advisors
California
$359K +$375K +2,718 New
LWS
1937
Lucia Wealth Services
California
$358K -$74.6K -540 -17%
DWM
1938
Darwin Wealth Management
Florida
$357K -$94.5K -684 -20%
S
1939
Surevest
California
$357K +$374K +2,705 New
Aristotle Capital Management
1940
Aristotle Capital Management
California
$356K
BFA
1941
Bragg Financial Advisors
North Carolina
$355K -$108K -780 -22%
SIM
1942
Sadoff Investment Management
Wisconsin
$355K
BWCS
1943
Beirne Wealth Consulting Services
Connecticut
$354K +$371K +2,683 New
IC
1944
Intersect Capital
California
$353K +$369K +2,673 New
ME
1945
McIlrath & Eck
Washington
$352K +$24.3K +176 +7%
MC
1946
Miramar Capital
Illinois
$351K +$342K +2,474 New
SCM
1947
SOL Capital Management
Maryland
$350K
SFA
1948
Semmax Financial Advisors
North Carolina
$347K +$363K +2,630 New
WFM
1949
Wolff Financial Management
Michigan
$345K +$362K +2,618 New
CWM
1950
Cordatus Wealth Management
Pennsylvania
$344K +$360K +2,605 New

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.