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
LWM
2001
Lenox Wealth Management
Ohio
$130K -$4.5K -35 -3%
FFW
2002
Fusion Family Wealth
New York
$126K
HDIM
2003
Hanson & Doremus Investment Management
Vermont
$121K -$8.62K -67 -7%
GBBWRPM
2004
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$120K +$129 +1 +0.1%
FL
2005
Fort LP
Maryland
$120K +$117K +906 New
AA
2006
Apriem Advisors
California
$118K +$115K +891 New
SQA
2007
Simon Quick Advisors
New Jersey
$115K -$112K -873 -50%
HI
2008
Hudock Inc
Pennsylvania
$115K +$58K +451 +108%
ML
2009
McAdam LLC
Pennsylvania
$113K -$4.12K -32 -4%
CCM
2010
Cribstone Capital Management
Maine
$110K
EARNEST Partners
2011
EARNEST Partners
Georgia
$109K -$7.21K -56 -6%
DOA
2012
D'Orazio & Associates
Virginia
$106K
CHP
2013
Cable Hill Partners
Oregon
$106K +$14K +109 +16%
WCAMG
2014
Woodard & Company Asset Management Group
North Carolina
$106K
AWA
2015
Acorn Wealth Advisors
Michigan
$104K +$129 +1 +0.1%
QAM
2016
QCI Asset Management
New York
$103K +$8.37K +65 +9%
OFW
2017
Omnia Family Wealth
Florida
$102K
TC
2018
Trilogy Capital
California
$100K +$18.5K +144 +24%
SIM
2019
Sonora Investment Management
Arizona
$98K
AF
2020
Allworth Financial
California
$94K -$386 -3 -0.4%
CB
2021
CNB Bank
Pennsylvania
$93K -$4.5K -35 -5%
FPB
2022
First PREMIER Bank
South Dakota
$93K
SFA
2023
Spectrum Financial Alliance
Kentucky
$93K
IGGA
2024
Iron Gate Global Advisors
Utah
$93K +$90.6K +704 New
NWM
2025
Northwest Wealth Management
Iowa
$84K

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.