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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
ICRM
701
Insight Capital Research & Management
California
$3.45M -$21.6K -327 -0.6%
SCP
702
Scoria Capital Partners
Connecticut
$3.43M +$3.47M +52,500 New
SA
703
Steadfast Advisors
New York
$3.43M +$96.3K +1,456 +3%
TCOO
704
Trust Company of Oklahoma
Oklahoma
$3.43M -$18.8K -285 -0.5%
TI
705
Turner Investments
Pennsylvania
$3.41M +$243K +3,680 +8%
IAM
706
Impax Asset Management
New Hampshire
$3.39M +$493K +7,457 +17%
FAM
707
Foothills Asset Management
Arizona
$3.39M +$50.8K +768 +2%
PIM
708
Penobscot Investment Management
Massachusetts
$3.38M +$70.8K +1,070 +2%
ECML
709
Eagle Capital Management (Louisiana)
Louisiana
$3.34M -$25.7K -389 -0.8%
RW
710
Rand Wealth
Maryland
$3.3M +$5.82K +88 +0.2%
RIL
711
Rothschild Investment LLC
Illinois
$3.28M +$23.8K +360 +0.7%
CA
712
Claar Advisors
New York
$3.27M +$3.31M +50,000 New
WIM
713
Waverton Investment Management
United Kingdom
$3.26M -$52.9K -800 -2%
BAM
714
Burnham Asset Management
New York
$3.24M +$3.28M +49,600 New
FNBOMD
715
First National Bank of Mount Dora
Florida
$3.24M -$474K -7,165 -13%
MAM
716
Martingale Asset Management
Massachusetts
$3.21M -$2.54M -38,380 -44%
WRM
717
Westport Resources Management
Connecticut
$3.2M +$441K +6,665 +16%
RJT
718
Raymond James Trust
Florida
$3.19M -$209K -3,162 -6%
HNB
719
Huntington National Bank
Ohio
$3.18M +$1.29M +19,553 +67%
FPTW
720
Franklin, Parlapiano, Turner & Welch
Texas
$3.17M +$60.9K +921 +2%
BCM
721
BlueMar Capital Management
Florida
$3.17M +$3.2M +48,381 New
IFB
722
iAB Financial Bank
Indiana
$3.11M -$36K -544 -1%
MA
723
MUFG Americas
New York
$3.1M +$30.4K +459 +1%
GHA
724
GW Henssler & Associates
Georgia
$3.08M +$3.12M +47,150 New
HC
725
Hendley & Co
Ohio
$3.08M -$4.5K -68 -0.1%

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.