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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
VCM
2026
Vigilant Capital Management
Maine
$277K +$3.04K +22 +1%
AIP
2027
ARS Investment Partners
New York
$275K -$13.8K -100 -5%
ONST
2028
Old North State Trust
North Carolina
$275K +$34K +246 +13%
CWM
2029
Connecticut Wealth Management
Connecticut
$274K +$18.4K +133 +7%
CA
2030
Cumberland Advisors
Florida
$273K +$286K +2,070 New
PL
2031
Plancorp LLC
Missouri
$272K -$1.1K -8 -0.4%
TW
2032
Transform Wealth
Colorado
$272K
MFG
2033
Monte Financial Group
Connecticut
$270K -$30K -217 -10%
CS
2034
Cannell & Spears
New York
$268K -$10.1K -73 -3%
RAM
2035
Roanoke Asset Management
New Jersey
$268K
BHBT
2036
Burke & Herbert Bank & Trust
Virginia
$268K +$2.76K +20 +1%
IWA
2037
Inspirion Wealth Advisors
Illinois
$267K
PCM
2038
PenderFund Capital Management
British Columbia, Canada
$267K
AAP
2039
Arax Advisory Partners
Colorado
$266K -$276 -2 -0.1%
PWSG
2040
Pacific Wealth Strategies Group
California
$266K
SFG
2041
StrategIQ Financial Group
Indiana
$266K
CBTWT
2042
Community Bank & Trust (Waco, Texas)
Texas
$265K +$1.38K +10 +0.5%
FBC
2043
Fairfield, Bush & Co
Connecticut
$264K
PFGIA
2044
Patriot Financial Group Insurance Agency
Massachusetts
$264K +$62.8K +455 +29%
MCG
2045
MACRO Consulting Group
New Jersey
$264K +$275K +1,989 New
SCA
2046
STALEY CAPITAL ADVISERS
Pennsylvania
$262K
ATC
2047
Adirondack Trust Company
New York
$261K +$8.29K +60 +3%
SCA
2048
Sage Capital Advisors
South Dakota
$260K -$2.14M -15,509 -89%
OWA
2049
One Wealth Advisors
California
$260K -$20.3K -147 -7%
FTI
2050
Fiduciary Trust International
Massachusetts
$260K +$24.4K +177 +10%

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.