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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
S
2076
Seeyond
France
$243K +$255K +1,845 New
CHA
2077
Cooper/Haims Advisors
New York
$242K +$20.7K +150 +9%
PFM
2078
Probabilities Fund Management
New York
$241K +$252K +1,825 New
ST
2079
Sabal Trust
Florida
$241K +$253K +1,832 New
PP
2080
Palladium Partners
Virginia
$240K
M
2081
MOTCO
Texas
$239K -$19.9K -144 -7%
FC
2082
FCA Corp
Texas
$239K -$17.7K -128 -7%
BW
2083
Biegel & Waller
Maryland
$237K -$309K -2,240 -55%
BMCM
2084
Bryn Mawr Capital Management
Pennsylvania
$236K +$13.8K +100 +6%
BWM
2085
BerganKDV Wealth Management
Minnesota
$236K +$22.1K +160 +10%
CA
2086
Claro Advisors
Massachusetts
$236K +$217K +1,571 New
AAM
2087
Autus Asset Management
Arizona
$234K -$41.4K -300 -14%
DHFB
2088
Dixon Hubard Feinour & Brown
Virginia
$234K
CIC
2089
Cornercap Investment Counsel
Georgia
$234K +$28.7K +208 +13%
CCP
2090
Clarkston Capital Partners
Michigan
$233K -$42.8K -310 -15%
PC
2091
Peavine Capital
Nevada
$232K -$19.1K -138 -7%
OWP
2092
Obermeyer Wealth Partners
Colorado
$232K
PCA
2093
Peddock Capital Advisors
Massachusetts
$232K
JIR
2094
James Investment Research
Ohio
$231K +$242K +1,751 New
CCM
2095
Cadence Capital Management
Massachusetts
$227K
VAM
2096
Verity Asset Management
North Carolina
$226K -$28K -203 -11%
LC
2097
Lincoln Capital
Nebraska
$225K
FNT
2098
First Nebraska Trust
Nebraska
$225K
CI
2099
CX Institutional
Indiana
$224K +$234K +1,697 New
NFG
2100
Nadler Financial Group
Illinois
$223K -$4.14K -30 -2%

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.