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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
CAM
2001
Claret Asset Management
Quebec, Canada
$301K +$40.5K +293 +15%
SFWA
2002
Summit Financial Wealth Advisors
Louisiana
$300K
SIM
2003
Sterling Investment Management
Arizona
$296K
BFG
2004
Barber Financial Group
Kansas
$295K
PP
2005
PagnatoKarp Partners
Virginia
$295K +$38.4K +278 +14%
GWM
2006
Greenwich Wealth Management
Connecticut
$293K +$19.3K +140 +7%
BFC
2007
Bedel Financial Consulting
Indiana
$289K +$18.4K +133 +6%
BWM
2008
Baystate Wealth Management
Massachusetts
$288K +$138 +1 +0%
1IA
2009
1834 Investment Advisors
Wisconsin
$287K
NG
2010
Northstar Group
New York
$287K
HIS
2011
Horizon Investment Services
Indiana
$286K
MIG
2012
McGuire Investment Group
Rhode Island
$286K
FC
2013
Fayerweather Charles
$285K -$20.7K -150 -6%
SMH
2014
Sanders Morris Harris
Texas
$285K
FA
2015
Fortis Advisors
Pennsylvania
$284K
AIS
2016
American Investment Services
Massachusetts
$283K -$93.2K -675 -24%
RIA
2017
RPG Investment Advisory
California
$282K
CBA
2018
Coastal Bridge Advisors
Connecticut
$281K -$55K -398 -16%
RWM
2019
RKL Wealth Management
Pennsylvania
$281K +$19.8K +143 +7%
Diamond Hill Capital Management
2020
Diamond Hill Capital Management
Ohio
$280K +$14.2K +103 +5%
VCM
2021
Vivaldi Capital Management
Illinois
$280K +$293K +2,123 New
BO
2022
Bach Option
Hong Kong
$280K +$293K +2,124 New
GWMIA
2023
Global Wealth Management Investment Advisory
Florida
$280K +$293K +2,124 New
LMAM
2024
Legg Mason Asset Management
Japan
$278K -$497K -3,600 -63%
KA
2025
KLCM Advisors
Wisconsin
$278K +$9.67K +70 +3%

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.