We are live on ! Find out more

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
JMPWA
201
JP Morgan Private Wealth Advisors
California
$122M +$2.49M +19,368 +2%
BCIM
202
British Columbia Investment Management
British Columbia, Canada
$122M +$81M +629,019 +215%
MG
203
Markel Group
Virginia
$122M
NSLI
204
Nan Shan Life Insurance
Taiwan
$122M +$44.5M +345,408 +60%
Fiera Capital (Canada)
205
Fiera Capital (Canada)
Quebec, Canada
$121M +$76.5M +594,398 +184%
CAM
206
Close Asset Management
United Kingdom
$120M
AG
207
Aravt Global
New York
$120M -$22M -171,000 -16%
CGT
208
Capital Guardian Trust
California
$118M -$7.65M -59,448 -6%
CLOS
209
Compagnie Lombard Odier SCmA
Switzerland
$118M -$5.54M -43,070 -5%
SDJVC
210
St. Denis J. Villere & Co
Louisiana
$113M -$487K -3,786 -0.4%
Two Sigma Investments
211
Two Sigma Investments
New York
$112M +$89.3M +693,449 +445%
Victory Capital Management
212
Victory Capital Management
Texas
$112M -$112K -870 -0.1%
DC
213
Davenport & Co
Virginia
$111M -$15.1M -117,426 -12%
WF
214
Welch & Forbes
Massachusetts
$111M -$362K -2,809 -0.3%
MIS
215
Morningstar Investment Services
Illinois
$110M +$387K +3,005 +0.4%
MMH
216
Menora Mivtachim Holdings
Israel
$110M +$129K +1,000 +0.1%
SB
217
Suntrust Banks
Georgia
$109M +$33.3K +259 +0%
AI
218
Axiom Investors
Connecticut
$108M -$23.5M -182,683 -18%
CC
219
Capital Counsel
New York
$108M -$479K -3,723 -0.5%
CC
220
Carlson Capital
Texas
$106M -$11.6M -90,009 -10%
Federated Hermes
221
Federated Hermes
Pennsylvania
$106M -$5.1M -39,591 -5%
BPC
222
Banque Pictet & Cie
Switzerland
$105M +$5.38M +41,812 +6%
Tiger Global Management
223
Tiger Global Management
New York
$105M
WIM
224
Weitz Investment Management
Nebraska
$103M -$695K -5,400 -0.7%
LPL Financial
225
LPL Financial
California
$102M +$1.35M +10,468 +1%

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.