We are live on ! Find out more

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
PG
651
PEAK6 Group
Illinois
$4.37M +$4.42M +66,807 New
PWP
652
Private Wealth Partners
California
$4.37M -$942K -14,240 -18%
DCM
653
Driehaus Capital Management
Illinois
$4.3M -$2.03M -30,653 -32%
GIM
654
Goelzer Investment Management
Indiana
$4.28M -$116K -1,760 -3%
LI
655
LMCG Investments
Massachusetts
$4.27M +$134K +2,032 +3%
BCMNY
656
Buckingham Capital Management (New York)
New York
$4.26M +$131K +1,985 +3%
SCM
657
Snyder Capital Management
California
$4.26M -$33.9K -512 -0.8%
VFA
658
Voya Financial Advisors
Connecticut
$4.25M +$4.28M +64,694 New
CWM
659
Catamount Wealth Management
Connecticut
$4.24M +$2.35M +35,565 +121%
TIM
660
Thompson Investment Management
Wisconsin
$4.24M -$169K -2,558 -4%
BII
661
Bainco International Investors
Massachusetts
$4.24M +$130K +1,960 +3%
SFS
662
Strategic Financial Services
New York
$4.2M -$24.5K -370 -0.6%
HCM
663
Hollencrest Capital Management
California
$4.18M +$40.5K +612 +1%
PA
664
Profund Advisors
Maryland
$4.16M -$2.55M -38,530 -38%
UF
665
Univest Financial
Pennsylvania
$4.15M -$320K -4,834 -7%
BCM
666
BTR Capital Management
California
$4.15M -$500K -7,560 -11%
PMG
667
ProVise Management Group
Florida
$4.14M +$6.61K +100 +0.2%
DCMM
668
DG Capital Management (Massachusetts)
Massachusetts
$4.13M +$389K +5,880 +10%
SC
669
Saybrook Capital
North Carolina
$4.13M -$198K -3,000 -5%
PWM
670
Patriot Wealth Management
Texas
$4.11M +$4.16M +62,851 New
KRSITF
671
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$4.08M -$466K -7,055 -10%
B
672
Barings
North Carolina
$4.07M -$2.44M -36,920 -37%
HAI
673
Hennessy Advisors Inc
California
$4M -$1.06M -16,100 -21%
YIA
674
YHB Investment Advisors
Connecticut
$4M +$197K +2,975 +5%
WPP
675
Whalerock Point Partners
Rhode Island
$3.99M +$8.46K +128 +0.2%

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.