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1,326 hedge funds and large institutions have $118B invested in Visa in 2015 Q1 according to their latest regulatory filings, with 129 funds opening new positions, 506 increasing their positions, 512 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 129 | Existing positions closed: 59

4% more funds holding

Funds holding: 1,2731,326 (+53)

1% less repeat investments, than reductions

Existing positions increased: 506 | Existing positions reduced: 512

2% less capital invested

Capital invested by funds: $119B → $118B (-$1.81B)

5% less funds holding in top 10

Funds holding in top 10: 174165 (-9)

38% less call options, than puts

Call options by funds: $678M | Put options by funds: $1.1B

278.94% less ownership

Funds ownership: 370.37%91.43% (-279%)

Holders
1,326
Holders Change
+53
Holders Change %
+4.16%
% of All Funds
35.33%
Holding in Top 10
165
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-5.17%
% of All Funds
4.4%
New
129
Increased
506
Reduced
512
Closed
59
Calls
$678M
Puts
$1.1B
Net Calls
-$419M
Net Calls Change
+$207M
Name Holding Trade Value Shares
Change
Change in
Stake
GP
451
GLG Partners
United Kingdom
$10.5M -$1.76M -26,582 -14%
BOK
452
Bank of Kentucky
Kentucky
$10.5M -$973K -14,720 -8%
ACM
453
Apex Capital Management
Ohio
$10.5M -$786K -11,884 -7%
VIA
454
Vantage Investment Advisors
Pennsylvania
$10.5M +$4.93M +74,586 +87%
GIP
455
Granite Investment Partners
California
$10.4M -$1.7M -25,727 -14%
MJRIC
456
Mogy Joel R Investment Counsel
California
$10.3M +$360K +5,440 +4%
Creative Planning
457
Creative Planning
Kansas
$10.2M +$1.27M +19,245 +14%
MC
458
Middleton & Co
Massachusetts
$10.2M -$183K -2,768 -2%
SIM
459
Sentry Investment Management
Wisconsin
$10.1M -$1.47M -22,260 -13%
CPIM
460
Columbia Partners Investment Management
Virginia
$10.1M -$381K -5,759 -4%
NEI
461
Northwest & Ethical Investments
Ontario, Canada
$10M +$3.38M +51,100 +50%
EAM
462
EULAV Asset Management
Florida
$9.94M
BCM
463
Brown Capital Management
Maryland
$9.81M +$41.8K +632 +0.4%
QIM
464
Quest Investment Management
Oregon
$9.79M -$1.89M -28,576 -16%
MLL
465
Moody Lynn & Lieberson
Massachusetts
$9.77M +$5.38M +81,296 +119%
AAM
466
Aureus Asset Management
Massachusetts
$9.77M +$83.7K +1,266 +0.9%
WA
467
Wasatch Advisors
Utah
$9.7M -$595K -9,000 -6%
SHA
468
Smith Hayes Advisers
Nebraska
$9.68M +$176K +2,665 +2%
SC
469
Skylands Capital
Wisconsin
$9.67M
NSAM
470
North Star Asset Management
Wisconsin
$9.66M -$152K -2,303 -2%
DC
471
Deere & Company
Illinois
$9.65M +$140K +2,117 +1%
RMSCM
472
R.M. Sincerbeaux Capital Management
New York
$9.55M -$37K -560 -0.4%
SLAM
473
Swiss Life Asset Management
$9.45M +$9.55M +144,492 New
CPC
474
Cookson Peirce & Co
Pennsylvania
$9.4M +$4.9M +74,085 +106%
CBT
475
Central Bank & Trust
Kentucky
$9.37M +$320K +4,842 +3%

V Hedge Fund Activity: Q1 2015 in Review

1,326 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Visa (V) for Q1 2015, worth a combined $118B — down 1.5% from $119B a quarter earlier.

Buyers outnumbered sellers: 129 funds opened new V positions and 59 closed out — a net gain of 70 holders — while 506 added to existing stakes and 512 trimmed.

The largest buyer was Lansdowne Partners (UK), adding an estimated $510M. The largest seller was State Street, cutting an estimated $1.24B.

  • 1,326 institutional investors held Visa (V) as of Q1 2015, up from 1,273 in Q4 2014.
  • Funds reported $118B of Visa stock for Q1 2015, down 1.5% quarter-over-quarter.
  • 129 funds opened new Visa positions in Q1 2015 and 59 closed out, a net change of +70 holders.
  • The largest Visa buyer in Q1 2015 was Lansdowne Partners (UK), an estimated $510M added.
  • The largest Visa seller in Q1 2015 was State Street, an estimated $1.24B sold.

Based on aggregated 13F filings for Q1 2015.