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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
HL
2226
Harding Loevner
New Jersey
$34K
EIM
2227
Essex Investment Management
Massachusetts
$33K +$34.8K +252 New
NC
2228
NewSquare Capital
Pennsylvania
$32K
RCWMU
2229
Rothschild & Co Wealth Management (UK)
United Kingdom
$30K
AIM
2230
ARK Investment Management
Florida
$29K -$135K -975 -81%
NSB
2231
Norway Savings Bank
Maine
$29K
ARMC
2232
American Research & Management Company
Massachusetts
$28K
HCM
2233
Highlander Capital Management
New Jersey
$27K -$41.4K -300 -60%
SJIM
2234
St. Johns Investment Management
Florida
$26K
TCM
2235
TD Capital Management
Tennessee
$26K
PFC
2236
Phocas Financial Corp
California
$23K +$23.8K +172 New
1NWS
2237
1 North Wealth Services
Maryland
$23K +$24.4K +177 New
RFM
2238
Royal Fund Management
Florida
$22K -$9.81K -71 -29%
NIM
2239
NuWave Investment Management
New Jersey
$22K +$15.9K +115 +225%
PRC
2240
Pearl River Capital
Michigan
$21K +$21.5K +156 New
MFT
2241
Moisand Fitzgerald Tamayo
Florida
$20K +$13.8K +100 +204%
AWM
2242
Avondale Wealth Management
Texas
$19K
TODC
2243
Trustees of Dartmouth College
New Hampshire
$19K
SIS
2244
Sound Income Strategies
Florida
$18K
AJ
2245
Ashburton (Jersey)
Jersey
$18K -$1.03M -7,492 -5%
AIS
2246
AlphaOne Investment Services
Pennsylvania
$16K -$35.9K -260 -68%
SCA
2247
Stuart Chaussee & Associates
California
$16K
AP
2248
Arlington Partners
Alabama
$15K +$6.91K +50 +83%
AA
2249
AlphaMark Advisors
Kentucky
$14K -$1.38K -10 -8%
CYG
2250
Clean Yield Group
Vermont
$14K +$14.6K +106 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.