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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
JF
1951
JSF Financial
California
$344K +$360K +2,608 New
CCG
1952
Chatham Capital Group
Georgia
$343K
WOC
1953
West Oak Capital
California
$341K -$56.2K -407 -14%
CBN
1954
Cadence Bank NA
Texas
$339K +$8.29K +60 +2%
BWL
1955
Bogart Wealth LLC
Virginia
$339K +$28.9K +209 +9%
DWA
1956
Dougherty Wealth Advisers
Minnesota
$339K +$334K +2,416 New
WAM
1957
Winslow Asset Management
Ohio
$336K
JHCP
1958
Jackson Hole Capital Partners
Oklahoma
$336K +$352K +2,549 New
JWM
1959
JGP Wealth Management
Oregon
$334K
TIM
1960
Tortoise Investment Management
New York
$331K
VI
1961
Versor Investments
New York
$330K -$166K -1,200 -32%
BOC
1962
Barbara Oil Co
Illinois
$330K +$345K +2,500 New
BFPW
1963
BOK Financial Private Wealth
Colorado
$329K +$345K +2,497 New
LA
1964
LexAurum Advisors
Kansas
$328K +$11.2K +81 +3%
GAB
1965
German American Bancorp
Indiana
$325K +$51.5K +373 +18%
HFP
1966
Holistic Financial Partners
Indiana
$324K -$8.84K -64 -3%
WCA
1967
Waratah Capital Advisors
Ontario, Canada
$323K -$5.59M -40,448 -94%
KAM
1968
Kazazian Asset Management
Florida
$323K -$628K -4,550 -65%
NCM
1969
Nelson Capital Management
California
$323K
CSM
1970
CAMG Solamere Management
North Carolina
$322K -$36.3K -263 -10%
CWA
1971
Clarus Wealth Advisors
Arizona
$322K -$23.9K -173 -7%
AC
1972
Avestar Capital
New York
$321K -$332K -2,402 -48%
TA
1973
TMD & Associates
Arizona
$321K
POIA
1974
Pin Oak Investment Advisors
Texas
$321K +$276 +2 +0.1%
MWPCG
1975
Measured Wealth Private Client Group
New Hampshire
$320K -$181K -1,311 -35%

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.