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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
ACM
2151
AUA Capital Management
Pennsylvania
$177K
CAM
2152
CenterStar Asset Management
Illinois
$177K
FNBOSM
2153
First National Bank of South Miami
Florida
$174K +$178K +1,287 New
SIM
2154
Sonora Investment Management
Arizona
$171K +$76.8K +556 +75%
LWANC
2155
Laurel Wealth Advisors (North Carolina)
North Carolina
$166K +$174K +1,260 New
NS
2156
NewDay Solutions
New Hampshire
$162K +$169K +1,226 New
GT
2157
Glenmede Trust
Pennsylvania
$161K +$12.4M +89,966 +8%
CCM
2158
Cohen Capital Management
California
$160K +$167K +1,210 New
THWM
2159
Taylor Hoffman Wealth Management
Virginia
$157K
NCM
2160
Next Capital Management
New York
$157K +$164K +1,190 New
W
2161
WealthOne
New York
$154K +$161K +1,166 New
LWM
2162
Liberty Wealth Management
California
$152K +$160K +1,158 New
PCM
2163
Prelude Capital Management
New York
$149K -$1.79M -12,971 -92%
ECM
2164
EII Capital Management
New York
$144K
CFA
2165
Clarfeld Financial Advisors
New York
$144K +$151K +1,090 New
RCG
2166
Ruggie Capital Group
Florida
$141K +$92.5K +670 +168%
RBC
2167
Roble Belko & Company
Pennsylvania
$136K
FFW
2168
Fusion Family Wealth
New York
$136K +$2.35K +17 +2%
FCB
2169
First Command Bank
Texas
$136K +$59K +427 +71%
FCFS
2170
First Command Financial Services
Texas
$136K +$59K +427 +71%
AI
2171
ArchPoint Investors
Florida
$132K
WC
2172
Whitnell & Co
Illinois
$132K
CB
2173
CNB Bank
Pennsylvania
$130K +$47.8K +346 +54%
HI
2174
Human Investing
Oregon
$124K +$130K +943 New
APC
2175
Aspire Private Capital
North Carolina
$117K +$123K +887 New

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.