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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
FMP
2101
Financial Management Professionals
Texas
$8K
SIS
2102
Sound Income Strategies
Florida
$8K
RFM
2103
Royal Fund Management
Florida
$8K +$4.38K +34 +113%
AIL
2104
AGF Investments LLC
Ontario, Canada
$7.48K +$4.72M +36,649 +185%
KCPG
2105
Kavar Capital Partners Group
Kansas
$7K
LFG
2106
LifePlan Financial Group
Ohio
$6K
MFT
2107
Moisand Fitzgerald Tamayo
Florida
$6K
SHJ
2108
Sharkey, Howes & Javer
Colorado
$6K
SWMG
2109
Signature Wealth Management Group
Georgia
$4K -$26.6K -207 -87%
MIM
2110
Macroview Investment Management
Maryland
$4K
SA
2111
SRH Advisors
Kansas
$4K
SMG
2112
Spectrum Management Group
Indiana
$3K
NA
2113
NewEdge Advisors
Louisiana
$2.65K +$477K +3,705 +23%
HIM
2114
Hillsdale Investment Management
Ontario, Canada
$2K -$644 -5 -25%
WCM
2115
Wealthcare Capital Management
Virginia
$2K
FRA
2116
Front Row Advisors
California
$1.77K +$31.9K +248 +2%
NDSI
2117
Newman Dignan & Sheerar Inc
Rhode Island
$1.17K -$37.3K -290 -3%
AFNAS
2118
American Financial Network Advisory Services
California
$1.08K -$1.29K -10 -10%
GCM
2119
Gladius Capital Management
Illinois
$793 +$771K +5,988 New
EMG
2120
ETF Managers Group
New Jersey
$144 +$1.95M +15,147 +10%
CLM
2121
ClearBridge LLC (Maryland)
Maryland
$132
FPP
2122
Findlay Park Partners
United Kingdom
-$179M -1,500,000 Closed
GCM
2123
Glenview Capital Management
New York
-$47.8M -399,915 Closed
HMC
2124
Harvard Management Company
Massachusetts
-$47.8M -399,594 Closed
PC
2125
PointState Capital
New York
-$42.5M -355,532 Closed

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.