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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
PAM
626
Peak Asset Management
Colorado
$4.98M +$87.6K +1,325 +2%
FWCM
627
First Western Capital Management
California
$4.98M +$1.93M +29,155 +62%
ANI
628
American National Insurance
Texas
$4.96M
GIM
629
Groesbeck Investment Management
New Jersey
$4.96M -$188K -2,841 -4%
PFSC
630
Peoples Financial Services Corp
Pennsylvania
$4.94M
SF
631
Synovus Financial
Georgia
$4.92M +$217K +3,288 +5%
BIM
632
Bridges Investment Management
Nebraska
$4.88M -$24.6K -372 -0.5%
RJFSA
633
Raymond James Financial Services Advisors
Florida
$4.88M -$28.5K -431 -0.6%
TIC
634
Trees Investment Counsel
Illinois
$4.83M -$264K -4,000 -5%
FPCM
635
Financial Partners Capital Management
New York
$4.82M +$300K +4,536 +7%
TMAM
636
Tokio Marine Asset Management
Japan
$4.79M -$857K -12,955 -15%
AAM
637
Advisors Asset Management
Colorado
$4.78M -$947K -14,320 -16%
FNFDCM
638
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$4.77M +$138K +2,088 +3%
GHA
639
Garcia Hamilton & Associates
Texas
$4.74M -$1.47M -22,156 -23%
SHGA
640
Sand Hill Global Advisors
California
$4.71M -$46.8K -708 -1%
NMIMC
641
Northwestern Mutual Investment Management Company
Wisconsin
$4.63M +$4.68M +70,840 New
GF
642
Gerstein Fisher
New York
$4.63M +$901K +13,627 +24%
TCCM
643
Timber Creek Capital Management
Massachusetts
$4.63M -$23.4K -354 -0.5%
BA
644
BKS Advisors
Michigan
$4.62M +$4.67M +70,684 New
FBNAT
645
FirstMerit Bank N.A. Trustee
Ohio
$4.57M +$23.6K +357 +0.5%
AB
646
Amalgamated Bank
New York
$4.56M +$1.05M +15,916 +30%
LIM
647
Leavell Investment Management
Alabama
$4.55M +$185K +2,800 +4%
MSWM
648
Mader & Shannon Wealth Management
Missouri
$4.54M +$4.59M +69,458 New
PSUF
649
People's United Financial
Connecticut
$4.44M -$6.61K -100 -0.1%
MYAM
650
Meiji Yasuda Asset Management
Japan
$4.38M +$1.32K +20 +0%

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.