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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
CGI
2051
CI Global Investments
California
$40K -$14.8M -115,310 -100%
RFWA
2052
RPg Family Wealth Advisory
Massachusetts
$39.5K -$40.5K -315 -51%
JWA
2053
JFS Wealth Advisors
Pennsylvania
$39K -$12.4K -96 -24%
HH
2054
HWG Holdings
Texas
$39K
IFA
2055
Interactive Financial Advisors
Illinois
$39K
GSC
2056
G&S Capital
Colorado
$37K
PCA
2057
Providence Capital Advisors
North Carolina
$37K
T2I
2058
Turim 21 Investimentos
Brazil
$37K
HRC
2059
Hoertkorn Richard Charles
$36K
MGI
2060
MayTech Global Investments
New York
$36K
AP
2061
Atwood & Palmer
Missouri
$35K
HL
2062
Harding Loevner
New Jersey
$34K
NC
2063
NewSquare Capital
Pennsylvania
$34K
OHS
2064
Odey Holdings (Switzerland)
Switzerland
$33K +$32.2K +250 New
OGC
2065
Oak Grove Capital
New Hampshire
$32K
PGA
2066
Premia Global Advisors
Florida
$31K -$413K -3,207 -93%
MPPLM
2067
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$31K
TCM
2068
TD Capital Management
Tennessee
$31K +$4.63K +36 +18%
RCWMU
2069
Rothschild & Co Wealth Management (UK)
United Kingdom
$30K
NSB
2070
Norway Savings Bank
Maine
$29K
KL
2071
KWMG LLC
Kansas
$29K +$28.6K +222 New
BA
2072
Ballew Advisors
Mississippi
$28K -$5.66K -44 -17%
ARMC
2073
American Research & Management Company
Massachusetts
$28K
PCM
2074
Peak Capital Management
Colorado
$27K +$26.1K +203 New
SJIM
2075
St. Johns Investment Management
Florida
$26K -$12.9K -100 -33%

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.