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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
NIM
1976
NuWave Investment Management
New Jersey
$192K +$51.7K +402 +38%
KJWM
1977
Kiley Juergens Wealth Management
Washington
$191K +$186K +1,448 New
LC
1978
Landaas & Company
Wisconsin
$189K +$184K +1,429 New
QCIG
1979
Quad-Cities Investment Group
Iowa
$186K +$181K +1,408 New
SEIA
1980
Signature Estate & Investment Advisors
California
$180K +$47K +365 +37%
IDBONY
1981
Israel Discount Bank of New York
New York
$179K
LJHT
1982
Laurie J. Hall Trustee
$177K -$55.3K -430 -32%
ACM
1983
AUA Capital Management
Pennsylvania
$177K
MCA
1984
Mercer Capital Advisers
New Jersey
$173K
FLI
1985
Family Legacy Inc
South Carolina
$172K +$168K +1,302 New
LA
1986
Legacy Advisors
Pennsylvania
$170K +$25.4K +197 +18%
RCG
1987
Ruggie Capital Group
Florida
$164K
AIM
1988
ARK Investment Management
Florida
$159K +$7.98K +62 +5%
THWM
1989
Taylor Hoffman Wealth Management
Virginia
$157K
PFA
1990
Pathway Financial Advisors
Vermont
$153K
JGIA
1991
Jackson Grant Investment Advisers
Connecticut
$152K +$129 +1 +0.1%
PC
1992
Polar Capital
United Kingdom
$146K +$11.3M +87,559 +9%
ECM
1993
EII Capital Management
New York
$144K +$14.2K +110 +11%
B
1994
Bridgeworth
Alabama
$143K +$139K +1,080 New
RBC
1995
Roble Belko & Company
Pennsylvania
$137K
CIA
1996
Cascade Investment Advisors
Oregon
$132K +$129K +1,000 New
WC
1997
Whitnell & Co
Illinois
$132K -$9.01K -70 -7%
AI
1998
ArchPoint Investors
Florida
$132K
CFN
1999
Cordasco Financial Network
Florida
$132K
MSA
2000
Marino Stram & Associates
Massachusetts
$130K -$4.63K -36 -4%

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.