We are live on ! Find out more

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
WIA
551
Wealthstreet Investment Advisors
Texas
$17M +$670K +5,525 +4%
NSAM
552
North Star Asset Management
Wisconsin
$17M -$111K -914 -0.6%
ZAM
553
Zevin Asset Management
Massachusetts
$17M -$753K -6,213 -4%
GGI
554
Godsey & Gibb Inc
Virginia
$17M +$14.7K +121 +0.1%
EDRH
555
Edmond de Rothschild Holding
Switzerland
$16.9M +$442K +3,644 +3%
WSFS
556
Wilmington Savings Fund Society
Delaware
$16.9M -$533K -4,396 -3%
HAM
557
Hyperion Asset Management
Australia
$16.7M +$522K +4,305 +3%
IA
558
Icon Advisers
Colorado
$16.7M
BIC
559
Beach Investment Counsel
Pennsylvania
$16.6M -$59.4K -490 -0.4%
DBG
560
De Burlo Group
Massachusetts
$16.5M -$3.78M -31,159 -18%
NFGCM
561
Norman Fields Gottscho Capital Management
New York
$16.3M -$2.33M -19,200 -12%
GHA
562
GW Henssler & Associates
Georgia
$16.3M -$682K -5,625 -4%
VFA
563
Voya Financial Advisors
Connecticut
$16.2M +$260K +2,147 +2%
BFM
564
Boston Financial Management
Massachusetts
$16.2M -$729K -6,014 -4%
FA
565
FDx Advisors
Illinois
$16M +$517K +4,263 +3%
PCA
566
Personal Capital Advisors
California
$15.9M +$3.74M +30,831 +30%
RIM
567
Redpoint Investment Management
Australia
$15.8M +$134K +1,107 +0.8%
SIC
568
Schwartz Investment Counsel
Michigan
$15.7M
AIM
569
Artemis Investment Management
United Kingdom
$15.7M -$4.37M -36,029 -22%
MYAM
570
Meiji Yasuda Asset Management
Japan
$15.6M +$451K +3,718 +3%
WTC
571
WhitTier Trust Company
Nevada
$15.6M +$1.1M +9,067 +7%
FCI
572
Financial Counselors Inc
Kansas
$15.5M -$853K -7,035 -5%
QI
573
QS Investors
New York
$15.4M -$9.37M -77,343 -38%
CONA
574
Capital One National Association
New York
$15.3M -$525K -4,332 -3%
PNAA
575
Pictet North America Advisors
Switzerland
$15.2M +$1.93M +15,916 +14%

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.