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2,076 hedge funds and large institutions have $198B invested in Visa in 2018 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 795 increasing their positions, 921 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 66

9% more funds holding in top 10

Funds holding in top 10: 336365 (+29)

2% more funds holding

Funds holding: 2,0372,076 (+39)

3% more capital invested

Capital invested by funds: $192B → $198B (+$5.98B)

1.12% less ownership

Funds ownership: 93.13%92.01% (-1.1%)

14% less repeat investments, than reductions

Existing positions increased: 795 | Existing positions reduced: 921

28% less call options, than puts

Call options by funds: $2.02B | Put options by funds: $2.82B

Holders
2,076
Holders Change
+39
Holders Change %
+1.91%
% of All Funds
47.57%
Holding in Top 10
365
Holding in Top 10 Change
+29
Holding in Top 10 Change %
+8.63%
% of All Funds
8.36%
New
132
Increased
795
Reduced
921
Closed
66
Calls
$2.02B
Puts
$2.82B
Net Calls
-$801M
Net Calls Change
-$2.95B
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
26
Wells Fargo
California
$1.52B -$14M -115,656 -0.9%
MSE
27
MUFG Securities EMEA
United Kingdom
$1.41B
Capital International Investors
28
Capital International Investors
California
$1.39B +$1.65M +13,641 +0.1%
ClearBridge Investments
29
ClearBridge Investments
New York
$1.29B +$20.5M +169,084 +2%
Berkshire Hathaway
30
Berkshire Hathaway
Nebraska
$1.26B
UBS Group
31
UBS Group
Switzerland
$1.21B +$36.6M +302,328 +3%
Deutsche Bank
32
Deutsche Bank
Germany
$1.21B +$93.9M +774,842 +8%
American Century Companies
33
American Century Companies
Missouri
$1.2B -$30.7M -253,133 -2%
Janus Henderson Group
34
Janus Henderson Group
United Kingdom
$1.19B +$8.53M +70,385 +0.7%
UBS AM
35
UBS AM
Illinois
$1.18B +$88.3M +728,233 +8%
CWG
36
C WorldWide Group
Denmark
$1.01B -$93.1M -768,194 -8%
Legal & General Group
37
Legal & General Group
United Kingdom
$995M -$81.6M -673,234 -7%
Polen Capital Management
38
Polen Capital Management
Florida
$991M +$17.1M +141,165 +2%
Artisan Partners
39
Artisan Partners
Wisconsin
$989M +$28.5M +234,967 +3%
JSP
40
Jackson Square Partners
California
$980M -$35.6M -293,521 -3%
Brown Advisory
41
Brown Advisory
Maryland
$939M -$69.7M -575,065 -7%
Franklin Resources
42
Franklin Resources
California
$911M +$1.88M +15,528 +0.2%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$857M +$7.35M +60,658 +0.9%
Allianz Asset Management
44
Allianz Asset Management
Germany
$828M +$22.6M +186,173 +3%
Invesco
45
Invesco
Georgia
$825M -$148M -1,224,376 -15%
Winslow Capital Management
46
Winslow Capital Management
Minnesota
$808M -$36.2M -298,729 -4%
Swiss National Bank
47
Swiss National Bank
Switzerland
$802M -$100M -825,200 -11%
EVM
48
Eaton Vance Management
Massachusetts
$787M +$373M +3,076,100 +88%
FAM
49
Fred Alger Management
New York
$780M +$18.1M +149,143 +2%
Charles Schwab
50
Charles Schwab
California
$780M +$33.2M +274,284 +4%

V Hedge Fund Activity: Q1 2018 in Review

2,076 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Visa (V) for Q1 2018, worth a combined $198B — up 3.1% from $192B a quarter earlier.

Buyers outnumbered sellers: 132 funds opened new V positions and 66 closed out — a net gain of 66 holders — while 795 added to existing stakes and 921 trimmed.

The largest buyer was Eaton Vance Management, adding an estimated $373M. The largest seller was State Street, cutting an estimated $762M.

  • 2,076 institutional investors held Visa (V) as of Q1 2018, up from 2,037 in Q4 2017.
  • Funds reported $198B of Visa stock for Q1 2018, up 3.1% quarter-over-quarter.
  • 132 funds opened new Visa positions in Q1 2018 and 66 closed out, a net change of +66 holders.
  • The largest Visa buyer in Q1 2018 was Eaton Vance Management, an estimated $373M added.
  • The largest Visa seller in Q1 2018 was State Street, an estimated $762M sold.

Based on aggregated 13F filings for Q1 2018.