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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
VCWA
2351
Vanguard Capital Wealth Advisors
Colorado
-$334K -2,227 Closed
RTS
2352
Round Table Services
New Jersey
-$325K -2,164 Closed
SGA
2353
Strategic Global Advisors
California
-$306K -2,038 Closed
SG
2354
StoneX Group
New York
-$281K -1,871 Closed
AAM
2355
Alphadyne Asset Management
New York
-$268K -1,783 Closed
FC
2356
Financial Consulate
Maryland
-$256K -1,707 Closed
RIA
2357
Regal Investment Advisors
Michigan
-$253K -1,684 Closed
SA
2358
Sunesis Advisors
Kansas
-$241K -1,609 Closed
NCM
2359
Noesis Capital Mangement
Florida
-$238K -1,583 Closed
PCAP
2360
Pratt Collard Advisory Partners
New York
-$234K -1,560 Closed
BCM
2361
Bluefin Capital Management
New York
-$234K -1,557 Closed
HA
2362
Hamel Associates
New Jersey
-$232K -1,546 Closed
VNB
2363
Virginia National Bank
Virginia
-$226K -1,504 Closed
OC
2364
Oarsman Capital
Wisconsin
-$225K -1,500 Closed
BWP
2365
BSW Wealth Partners
Colorado
-$224K -1,495 Closed
CAM
2366
Concorde Asset Management
Michigan
-$224K -1,491 Closed
WA
2367
WESPAC Advisors
California
-$223K -1,483 Closed
KJWM
2368
Kiley Juergens Wealth Management
Washington
-$221K -1,479 Closed
DRD
2369
Dennis R. Delaney
-$223K -1,478 Closed
WCM
2370
Wallace Capital Management
Texas
-$222K -1,478 Closed
SNBOSD
2371
Security National Bank of So Dak
Iowa
-$220K -1,464 Closed
MCM
2372
Marathon Capital Management
Maryland
-$217K -1,447 Closed
LCM
2373
LVM Capital Management
Michigan
-$216K -1,440 Closed
LC
2374
Landaas & Company
Wisconsin
-$214K -1,429 Closed
MIM
2375
Martin Investment Management
Florida
-$214K -1,425 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.