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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
SA
2276
SRH Advisors
Kansas
$4K
NA
2277
NewEdge Advisors
Louisiana
$3.33K +$285K +2,062 +9%
SMG
2278
Spectrum Management Group
Indiana
$3K -$1.66K -12 -32%
PG
2279
Proffitt & Goodson
Tennessee
$3K
TWMP
2280
Taylor Wealth Management Partners
Massachusetts
$2K -$1.79K -13 -46%
SFPIA
2281
Stevens First Principles Investment Advisors
California
$2K
WA
2282
WBH Advisory
Maryland
$1.66K -$63.4K -459 -4%
NDSI
2283
Newman Dignan & Sheerar Inc
Rhode Island
$1.12K +$3.45K +25 +0.3%
HIM
2284
Hillsdale Investment Management
Ontario, Canada
$1K -$691 -5 -33%
CIR
2285
Clear Investment Research
Georgia
$1K
ST
2286
Sageworth Trust
Pennsylvania
$1K +$1.1K +8 New
TWM
2287
Titus Wealth Management
California
$847 +$27.6K +200 +3%
ACA
2288
Ackerman Capital Advisors
Texas
$578 +$605K +4,382 New
AMCA
2289
Arthur M. Cohen & Associates
Illinois
$284 +$11K +80 +4%
CT
2290
Chicago Trust
Illinois
$231 +$242K +1,751 New
CF
2291
Centaurus Financial
California
$14 +$247K +1,791 +13,777%
First Eagle Investment Management
2292
First Eagle Investment Management
New York
-$201M -1,338,298 Closed
MG
2293
Meritage Group
California
-$163M -1,086,791 Closed
NIMI
2294
Natixis Investment Managers International
France
-$42M -279,713 Closed
TCP
2295
Tourbillon Capital Partners
New York
-$39.8M -264,930 Closed
NAMA
2296
Nikko Asset Management Americas
New York
-$34.6M -250,336 Closed
AAM
2297
Ardevora Asset Management
United Kingdom
-$36.7M -244,219 Closed
HCM
2298
Hitchwood Capital Management
New York
-$33.8M -225,000 Closed
GAM
2299
GVO Asset Management
Switzerland
-$29.5M -196,430 Closed
MRCP
2300
Manor Road Capital Partners
New York
-$21M -140,000 Closed

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.