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
LGC
1951
Laurel Grove Capital
California
$212K +$206K +1,600 New
MVA
1952
Mount Vernon Associates
Maryland
$212K +$206K +1,600 New
PP
1953
Palladium Partners
Virginia
$211K -$72.8K -566 -26%
MCA
1954
Morris Capital Advisors
Pennsylvania
$211K +$205K +1,590 New
NCM
1955
Noesis Capital Mangement
Florida
$210K -$12.9K -100 -6%
CCM
1956
Coe Capital Management
Illinois
$210K +$204K +1,584 New
SG Americas Securities
1957
SG Americas Securities
New York
$209K -$222M -1,722,660 -100%
MTC
1958
McDaniel Terry & Co
Texas
$209K +$203K +1,578 New
FPC
1959
Falcon Point Capital
California
$207K +$201K +1,560 New
GWM
1960
Greenwich Wealth Management
Connecticut
$207K +$201K +1,563 New
CIC
1961
Cornercap Investment Counsel
Georgia
$207K +$201K +1,565 New
DRD
1962
Dennis R. Delaney
$206K +$200K +1,555 New
HA
1963
Hamel Associates
New Jersey
$205K +$199K +1,546 New
KA
1964
KLCM Advisors
Wisconsin
$203K -$35.5K -276 -15%
TC
1965
Truvestments Capital
Florida
$202K +$196K +1,522 New
MBA
1966
McQueen Ball & Associates
Pennsylvania
$202K +$196K +1,524 New
PAM
1967
Pegasus Asset Management
New York
$202K +$196K +1,525 New
AAM
1968
Autus Asset Management
Arizona
$201K +$195K +1,513 New
XSC
1969
X-Square Capital
Puerto Rico
$200K +$194K +1,508 New
BWA
1970
Burt Wealth Advisors
Maryland
$199K
FCMT
1971
Founders Capital Management (Texas)
Texas
$199K
HCM
1972
Highlander Capital Management
New Jersey
$199K +$64.4K +500 +50%
BWM
1973
Baystate Wealth Management
Massachusetts
$197K +$9.27K +72 +5%
WPA
1974
West Paces Advisors
Georgia
$196K +$4.63K +36 +2%
BCP
1975
Blackhawk Capital Partners
Wisconsin
$192K

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.