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
VFCM
701
Valley Forge Capital Management
Florida
$9.81M
SCM
702
Stevens Capital Management
Pennsylvania
$9.8M +$8.86M +73,069 +825%
BII
703
Bainco International Investors
Massachusetts
$9.79M -$192K -1,588 -2%
HC
704
Hendley & Co
Ohio
$9.78M -$476K -3,929 -5%
WHG
705
Westwood Holdings Group
Texas
$9.78M +$3.49M +28,779 +54%
Hudson Bay Capital Management
706
Hudson Bay Capital Management
Connecticut
$9.76M -$14.6M -120,486 -60%
BOTW
707
Bank of the West
California
$9.72M -$69.7K -575 -0.7%
VW
708
Vantage Wealth
California
$9.67M -$1.94M -16,000 -17%
V
709
Veritable
Delaware
$9.67M +$770K +6,355 +9%
MCM
710
Maltese Capital Management
New York
$9.66M -$206K -1,700 -2%
CAPTRUST Financial Advisors
711
CAPTRUST Financial Advisors
North Carolina
$9.66M +$198K +1,636 +2%
LNB
712
Ledyard National Bank
$9.65M -$82.8K -683 -0.8%
GMI
713
Greystone Managed Investments
Saskatchewan, Canada
$9.64M -$1.57M -12,922 -14%
BC
714
Burney Company
Virginia
$9.63M +$110K +904 +1%
CBOA
715
Commonwealth Bank of Australia
Australia
$9.62M -$1.64M -13,495 -14%
PMG
716
ProVise Management Group
Florida
$9.46M -$1.64M -13,526 -15%
KCP
717
KDI Capital Partners
North Carolina
$9.46M -$929K -7,665 -9%
B
718
Bailard
California
$9.45M -$1.33M -10,971 -12%
NIT
719
NumerixS Investment Technologies
British Columbia, Canada
$9.33M -$7.79M -64,311 -45%
AIP
720
Ameritas Investment Partners
Nebraska
$9.32M +$2.94M +24,237 +45%
MCM
721
Mitchell Capital Management
Kansas
$9.3M -$669K -5,520 -7%
PFSC
722
Peoples Financial Services Corp
Pennsylvania
$9.29M -$3.03K -25 -0%
BPCE
723
Bank Pictet & Cie (Europe)
Germany
$9.29M +$171K +1,410 +2%
SIP
724
Stoneridge Investment Partners
Pennsylvania
$9.28M +$115K +950 +1%
CTB
725
Country Trust Bank
Illinois
$9.21M +$9.27M +76,507 +16,313%

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.