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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
RWA
2126
RGT Wealth Advisors
Texas
$209K +$219K +1,587 New
LC
2127
LCNB Corp
Ohio
$208K -$8.43K -61 -4%
BO
2128
Bank OZK
Arkansas
$208K -$1.24K -9 -0.6%
PWM
2129
PRW Wealth Management
Massachusetts
$208K +$217K +1,572 New
IC
2130
Inverness Counsel
New York
$208K +$218K +1,579 New
LBG
2131
Lloyds Banking Group
United Kingdom
$207K -$76.2K -552 -20%
WA
2132
Wealth Architects
California
$207K +$217K +1,569 New
FPC
2133
Falcon Point Capital
California
$206K
PMG
2134
Private Management Group
California
$206K +$216K +1,562 New
BCP
2135
Blackhawk Capital Partners
Wisconsin
$205K +$215K +1,555 New
IDBONY
2136
Israel Discount Bank of New York
New York
$203K +$27.6K +200 +15%
PAM
2137
Pegasus Asset Management
New York
$201K
PT
2138
Plimoth Trust
Massachusetts
$201K +$20.4K +148 +11%
FI
2139
Financial Insights
Washington
$201K +$206K +1,491 New
Kovitz Investment Group Partners
2140
Kovitz Investment Group Partners
Illinois
$200K -$8.43K -61 -4%
FCMT
2141
Founders Capital Management (Texas)
Texas
$198K
JGIA
2142
Jackson Grant Investment Advisers
Connecticut
$197K +$46.8K +339 +29%
WIM
2143
Westside Investment Management
California
$195K -$20.6K -149 -9%
WPA
2144
West Paces Advisors
Georgia
$195K
PFO
2145
Pathstone Family Office
New Jersey
$195K +$203K +1,472 +36,800%
LF
2146
Lee Financial
Texas
$194K
FVWA
2147
Foster Victor Wealth Advisors
South Carolina
$184K +$193K +1,396 New
BWA
2148
BDO Wealth Advisors
Florida
$183K
QCIG
2149
Quad-Cities Investment Group
Iowa
$182K -$4.14K -30 -2%
MCA
2150
Mercer Capital Advisers
New Jersey
$180K +$7.6K +55 +4%

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.