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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
AC
676
Addenda Capital
Quebec, Canada
$10.8M -$439K -3,623 -4%
RMSCM
677
R.M. Sincerbeaux Capital Management
New York
$10.8M
SWM
678
SVA Wealth Management
Wisconsin
$10.8M +$134K +1,102 +1%
OWD
679
Osborn Williams & Donohoe
Ohio
$10.8M -$113K -929 -1%
TTWM
680
TCV Trust & Wealth Management
Virginia
$10.8M +$322K +2,656 +3%
GEM
681
Global Endowment Management
North Carolina
$10.7M +$667K +5,500 +7%
Cerity Partners
682
Cerity Partners
New York
$10.7M -$389K -3,212 -3%
CWM
683
Catamount Wealth Management
Connecticut
$10.7M +$182K +1,505 +2%
YIA
684
YHB Investment Advisors
Connecticut
$10.5M +$122K +1,005 +1%
DKCM
685
Davidson Kempner Capital Management
New York
$10.5M +$10.6M +87,500 New
VCP
686
Vernier Capital Partners
New York
$10.4M +$3.53M +29,090 +50%
RCYC
687
Richard C. Young & Co
Rhode Island
$10.4M +$177K +1,458 +2%
TSS
688
Two Sigma Securities
New York
$10.3M +$9.38M +77,433 +857%
AF
689
Arrow Financial
New York
$10.3M -$711K -5,863 -6%
BC
690
Breakline Capital
New York
$10.3M +$1.29M +10,654 +14%
CCT
691
Chemung Canal Trust
New York
$10.2M -$153K -1,262 -1%
TCM
692
Thames Capital Management
New Jersey
$10.2M +$791K +6,530 +8%
BWFA
693
Baltimore-Washington Financial Advisors
Maryland
$10M +$32.7K +270 +0.3%
BWP
694
Baldwin Wealth Partners
Massachusetts
$10M -$234K -1,927 -2%
GJIC
695
Gamble Jones Investment Counsel
California
$10M +$851K +7,025 +9%
LG
696
Leuthold Group
Minnesota
$9.97M -$1.74M -14,317 -15%
SC
697
SouthState Corp
Florida
$9.94M +$176K +1,453 +2%
BMC
698
Benin Management Corp
Connecticut
$9.92M -$5.4M -44,540 -35%
W
699
Wealthfront
California
$9.85M +$468K +3,859 +5%
MIAN
700
Mariner Independent Advisor Network
Kansas
$9.82M +$6.25M +51,562 +169%

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.