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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
WAM
2026
Watermark Asset Management
California
$83K
CFD
2027
Creative Financial Designs
Indiana
$81K +$129 +1 +0.2%
FCB
2028
First Command Bank
Texas
$80K -$4.63K -36 -6%
FCFS
2029
First Command Financial Services
Texas
$80K -$4.63K -36 -6%
PW
2030
Price Wealth
Texas
$80K +$47.6K +370 +155%
CAL
2031
Capital Advisors Ltd
Ohio
$77K
TG
2032
TLP Group
Illinois
$76K -$146K -1,138 -67%
FWM
2033
Focused Wealth Management
New York
$69K +$21.9K +170 +48%
MA
2034
MCF Advisors
Kentucky
$63K +$10.6K +82 +21%
AWM
2035
AllSquare Wealth Management
New York
$61K +$13.6K +106 +30%
FGAM
2036
Financial Gravity Asset Management
Texas
$60K -$56.8K -441 -51%
MWM
2037
MinichMacGregor Wealth Management
New York
$59K +$386 +3 +0.7%
RWG
2038
Regal Wealth Group
California
$58K
VEA
2039
Virtus ETF Advisers
New York
$57K
PS
2040
Portfolio Strategies
New York
$56K
CWM
2041
Cedar Wealth Management
California
$55K +$15.1K +117 +39%
AAC
2042
Asset Advisors Corp
Georgia
$53K
PO
2043
Private Ocean
California
$53K
EWM
2044
Elmwood Wealth Management
California
$53K
KPCM
2045
Kings Point Capital Management
New York
$47K
BL
2046
Balentine LLC
Georgia
$47K +$45.7K +355 New
AIS
2047
AlphaOne Investment Services
Pennsylvania
$46K -$591K -4,588 -93%
CFA
2048
Camarda Financial Advisors
Florida
$45K
PWAG
2049
Polaris Wealth Advisory Group
California
$42K -$352K -2,737 -89%
CIM
2050
Contravisory Investment Management
Massachusetts
$42K +$772 +6 +2%

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.