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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$17.5B +$222M +1,726,156 +1%
BlackRock
2
BlackRock
New York
$16.1B +$198M +1,535,089 +1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$11.3B +$309M +2,398,540 +3%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$10.4B -$373M -2,900,826 -4%
State Street
5
State Street
Massachusetts
$9.81B +$145M +1,124,823 +2%
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$4.23B -$147M -1,145,081 -3%
Morgan Stanley
7
Morgan Stanley
New York
$3.79B -$20.3M -158,106 -0.5%
Capital World Investors
8
Capital World Investors
California
$3.79B -$9.37M -72,776 -0.3%
JP Morgan Chase
9
JP Morgan Chase
New York
$3.06B +$81.5M +633,479 +3%
Bank of America
10
Bank of America
North Carolina
$2.86B +$61.4M +476,754 +2%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$2.86B +$66.9M +519,723 +2%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$2.79B +$8.06M +62,643 +0.3%
Northern Trust
13
Northern Trust
Illinois
$2.55B +$4.99M +38,800 +0.2%
Sands Capital Management
14
Sands Capital Management
Virginia
$2.47B -$112M -868,183 -4%
Jennison Associates
15
Jennison Associates
New York
$2.46B -$1.19M -9,280 -0%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$2.39B -$20.2M -156,792 -0.9%
Fisher Asset Management
17
Fisher Asset Management
Washington
$2.34B +$82.3M +639,522 +4%
Norges Bank
18
Norges Bank
Norway
$2.32B +$26.9M +208,930 +1%
Goldman Sachs
19
Goldman Sachs
New York
$2.22B -$274M -2,127,253 -11%
AllianceBernstein
20
AllianceBernstein
Tennessee
$2.2B -$9.1M -70,734 -0.4%
Loomis, Sayles & Company
21
Loomis, Sayles & Company
Massachusetts
$2.08B +$55.5M +431,574 +3%
MAM
22
Magellan Asset Management
Australia
$2.01B -$152M -1,180,659 -7%
Edgewood Management
23
Edgewood Management
Connecticut
$2.01B +$47M +365,072 +2%
Ameriprise
24
Ameriprise
Minnesota
$2.01B +$141M +1,097,255 +8%
TCIM
25
TIAA CREF Investment Management
New York
$1.84B -$40.5M -315,009 -2%

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.