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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
HI
2176
Hudock Inc
Pennsylvania
$114K +$276 +2 +0.2%
HDIM
2177
Hanson & Doremus Investment Management
Vermont
$113K -$7.18K -52 -6%
CCM
2178
Cribstone Capital Management
Maine
$110K
EARNEST Partners
2179
EARNEST Partners
Georgia
$109K
MC
2180
Machina Capital
France
$109K +$114K +826 New
DOA
2181
D'Orazio & Associates
Virginia
$106K
CIA
2182
Cascade Investment Advisors
Oregon
$106K -$20.7K -150 -16%
LFG
2183
Larson Financial Group
Missouri
$104K +$108K +785 New
QAM
2184
QCI Asset Management
New York
$103K
LWM
2185
Lenox Wealth Management
Ohio
$101K -$23.9K -173 -18%
OFW
2186
Omnia Family Wealth
Florida
$101K
AWM
2187
AllSquare Wealth Management
New York
$100K +$11.2K +81 +12%
CHP
2188
Cable Hill Partners
Oregon
$99K
BCM
2189
Banyan Capital Management
Georgia
$95K +$99.9K +723 New
KPCM
2190
Kings Point Capital Management
New York
$93K +$48.3K +350 +99%
SFA
2191
Spectrum Financial Alliance
Kentucky
$92K -$414 -3 -0.4%
FPB
2192
First PREMIER Bank
South Dakota
$92K
CFD
2193
Creative Financial Designs
Indiana
$91K +$1.38K +10 +1%
WAM
2194
Watermark Asset Management
California
$89K
NWM
2195
Northwest Wealth Management
Iowa
$83K
RFWA
2196
RPg Family Wealth Advisory
Massachusetts
$80.9K +$59.4K +430 +235%
MUS
2197
Mitsubishi UFJ Securities
Japan
$78K -$146K -1,060 -64%
CAL
2198
Capital Advisors Ltd
Ohio
$77K
FWM
2199
Focused Wealth Management
New York
$69K +$23.5K +170 +48%
GSC
2200
G&S Capital
Colorado
$68K +$33.1K +240 +86%

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.