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
LFASL
2076
Lugano Financial Advisors SA (LFA)
Switzerland
$26K +$25.7K +200 New
PFO
2077
Pathstone Family Office
New Jersey
$22K -$17.8K -138 -46%
AIS
2078
Accurate Investment Solutions
Pennsylvania
$20K
PMG
2079
ProVise Management Group
Florida
$19.9K -$508K -3,948 -5%
AWM
2080
Avondale Wealth Management
Texas
$19K
KC
2081
KHP Capital
Oklahoma
$19K
TODC
2082
Trustees of Dartmouth College
New Hampshire
$19K
LWA
2083
Lowe Wealth Advisors
Maryland
$18K
CFC
2084
Coyle Financial Counsel
Illinois
$16K -$9.01K -70 -37%
AA
2085
AlphaMark Advisors
Kentucky
$16K
GWA
2086
Guidant Wealth Advisors
Illinois
$16K
SCA
2087
Stuart Chaussee & Associates
California
$16K
JAM
2088
Jolley Asset Management
North Carolina
$15K -$2.7K -21 -16%
VNA
2089
Valley National Advisers
Pennsylvania
$14K +$4.63K +36 +53%
CAGAS
2090
Capital Advisory Group Advisory Services
Minnesota
$14K +$4.89K +38 +59%
KTC
2091
Kistler-Tiffany Companies
Pennsylvania
$13K
AOWM
2092
Alpha Omega Wealth Management
Virginia
$13K +$12.2K +95 New
Simplex Trading
2093
Simplex Trading
Illinois
$13K +$12.9K +100 New
TAIM
2094
TD Ameritrade Investment Management
Nebraska
$13K +$12.9K +100 New
TJHA
2095
Thomas J. Herzfeld Advisors
Florida
$11K -$1.29K -10 -11%
SIAP
2096
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$11K +$257 +2 +1%
CCMIC
2097
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$11K +$10.9K +85 New
LGWM
2098
Litman Gregory Wealth Management
California
$10K -$77.2K -600 -89%
JWM
2099
Janiczek Wealth Management
Colorado
$10K +$9.4K +73 New
AP
2100
Arlington Partners
Alabama
$8K

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.