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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
FNC
2251
First National Corp
Massachusetts
$14K +$14.6K +106 New
GWA
2252
Guidant Wealth Advisors
Illinois
$13K -$3.04K -22 -18%
AIS
2253
Accurate Investment Solutions
Pennsylvania
$13K
AOWM
2254
Alpha Omega Wealth Management
Virginia
$13K
KTC
2255
Kistler-Tiffany Companies
Pennsylvania
$13K
MA
2256
MCF Advisors
Kentucky
$12K -$52.8K -382 -81%
MSA
2257
Marino Stram & Associates
Massachusetts
$11K -$124K -898 -91%
TJHA
2258
Thomas J. Herzfeld Advisors
Florida
$11K
SIAP
2259
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$11K +$414 +3 +2%
BI
2260
Bramshill Investments
Florida
$10K -$6.08K -44 -37%
LWA
2261
Lowe Wealth Advisors
Maryland
$10K -$2.62K -19 -20%
JWM
2262
Janiczek Wealth Management
Colorado
$10K
LGWM
2263
Litman Gregory Wealth Management
California
$10K
MIM
2264
Macroview Investment Management
Maryland
$10K
IWA
2265
Intercontinental Wealth Advisors
Texas
$10K +$10.4K +75 New
TI
2266
Truehand Inc
New Hampshire
$10K +$10.4K +75 New
SL
2267
Salomon & Ludwin
Virginia
$10K +$10.8K +78 New
Pacer Advisors
2268
Pacer Advisors
Pennsylvania
$9K -$14M -101,347 -100%
HS
2269
Horan Securities
United States
$8K -$4.83K -35 -37%
FMP
2270
Financial Management Professionals
Texas
$8K
GAM
2271
Guinness Asset Management
United Kingdom
$7K +$7.04K +51 New
LFG
2272
LifePlan Financial Group
Ohio
$6K
SHJ
2273
Sharkey, Howes & Javer
Colorado
$6K
AWM
2274
Arbor Wealth Management
Florida
$6K +$6.63K +48 New
UB
2275
UMB Bank
Missouri
$4.52K -$283K -2,052 -6%

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.