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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
BAM
2101
Brave Asset Management
New Jersey
$223K +$8.84K +64 +4%
PCFFS
2102
Pacific Center for Financial Services
California
$222K
BWA
2103
Burt Wealth Advisors
Maryland
$222K +$24.2K +175 +12%
EAM
2104
Evanson Asset Management
California
$222K +$232K +1,680 New
DE
2105
Day & Ennis
Georgia
$221K -$2.07K -15 -0.9%
SMFS
2106
Squar Milner Financial Services
California
$221K +$12.4K +90 +6%
BC
2107
Barnett & Company
Tennessee
$220K
WCA
2108
Westover Capital Advisors
Delaware
$220K +$231K +1,669 New
FFG
2109
Fortem Financial Group
California
$219K +$229K +1,657 New
HFS
2110
Haverford Financial Services
Pennsylvania
$218K
LFA
2111
Legend Financial Advisors
Pennsylvania
$217K +$227K +1,646 New
CHA
2112
Cedar Hill Associates
Illinois
$216K -$48.2K -349 -18%
EFL
2113
ERn Financial LLC
Wisconsin
$216K +$226K +1,636 New
AR
2114
Advisory Research
Illinois
$215K -$52.8K -382 -19%
EWM
2115
Edge Wealth Management
New York
$215K
CHA
2116
Carmichael Hill & Associates
Maryland
$214K -$7.46K -54 -3%
PAG
2117
Private Advisory Group
Washington
$213K
FC
2118
Fulcrum Capital
Washington
$212K -$55.4K -401 -20%
MVA
2119
Mount Vernon Associates
Maryland
$211K
CAM
2120
Close Asset Management
United Kingdom
$210K -$138M -996,609 -100%
MCA
2121
Morris Capital Advisors
Pennsylvania
$210K
CSPIA
2122
Cary Street Partners Investment Advisory
Virginia
$210K +$220K +1,595 New
LPWM
2123
Lake Point Wealth Management
Texas
$210K +$220K +1,595 New
CCM
2124
Coe Capital Management
Illinois
$209K
MBA
2125
McQueen Ball & Associates
Pennsylvania
$209K +$13.9K +101 +7%

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.