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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
AWE
1976
Avidian Wealth Enterprises
Texas
$320K -$75.1K -544 -18%
TI
1977
Truepoint Inc
Ohio
$319K -$188K -1,362 -36%
GC
1978
Garde Capital
Washington
$319K +$74.6K +540 +29%
WCM
1979
Wedge Capital Management
North Carolina
$318K +$6.91K +50 +2%
GWS
1980
Glassman Wealth Services
Virginia
$317K -$1.24K -9 -0.4%
MC
1981
Miles Capital
Iowa
$316K +$9.67K +70 +3%
RGIA
1982
Rainier Group Investment Advisory
Washington
$314K -$138K -999 -30%
PL
1983
Perpetual Ltd
Australia
$314K
EFSCE
1984
Enterprise Financial Services Corp (EFSC)
Missouri
$313K -$25.6K -185 -7%
COI
1985
Capital One Investing
Virginia
$313K +$328K +2,376 New
MCC
1986
Malaga Cove Capital
California
$313K +$329K +2,382 New
RT
1987
Rockland Trust
Massachusetts
$312K -$93.8K -679 -22%
DCM
1988
Driehaus Capital Management
Illinois
$312K -$4K -29 -1%
WAAG
1989
Wealth Alliance Advisory Group
Kansas
$311K +$121K +876 +59%
BWM
1990
BT Wealth Management
Georgia
$311K +$300K +2,174 New
ACM
1991
Allred Capital Management
Texas
$311K +$326K +2,360 New
CAN
1992
Claraphi Advisory Network
United States
$309K +$9.39K +68 +3%
ZF
1993
Zhang Financial
Michigan
$309K +$70.2K +508 +28%
CIA
1994
Choate Investment Advisors
Massachusetts
$307K -$11.6K -84 -3%
AIA
1995
Alera Investment Advisors
Illinois
$306K +$321K +2,322 New
WIP
1996
Wellesley Investment Partners
Massachusetts
$305K -$13.8K -100 -4%
TVAMP
1997
Tennessee Valley Asset Management Partners
Tennessee
$305K +$319K +2,312 New
BCM
1998
Breiter Capital Management
Florida
$304K +$414 +3 +0.1%
MLIC
1999
Mandatum Life Insurance Company
Finland
$303K -$96.7K -700 -23%
AF
2000
Allworth Financial
California
$302K +$84.2K +610 +36%

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.