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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
CAM
776
Columbia Asset Management
Michigan
$2.57M -$283K -4,282 -10%
AssetMark Inc
777
AssetMark Inc
California
$2.54M +$87.7K +1,326 +4%
WS
778
Wedbush Securities
California
$2.52M +$878K +13,274 +53%
AW
779
ACG Wealth
Georgia
$2.51M +$141K +2,134 +6%
HHMI
780
Howard Hughes Medical Institute
Maryland
$2.5M +$234K +3,544 +10%
GLA
781
Great Lakes Advisors
Illinois
$2.49M -$47.9K -724 -2%
MTIM
782
Marathon Trading Investment Management
Pennsylvania
$2.47M +$2.5M +37,801 New
CCM
783
Cupps Capital Management
Illinois
$2.47M +$584K +8,836 +31%
TNB
784
Thomasville National Bank
Georgia
$2.45M +$139K +2,095 +6%
SBWIC
785
Schaper Benz & Wise Investment Counsel
Wisconsin
$2.43M +$52.9K +800 +2%
SIG
786
Schooner Investment Group
Pennsylvania
$2.41M -$860K -13,000 -26%
JG
787
Jefferies Group
New York
$2.37M +$1.49M +22,590 +165%
GVT
788
Genesee Valley Trust
New York
$2.35M +$17.5K +264 +0.7%
MMG
789
Monetary Management Group
Missouri
$2.34M +$635K +9,600 +37%
ROTUOC
790
Regents of the University of California
California
$2.33M +$79.3K +1,200 +3%
MFS
791
MSI Financial Services
Massachusetts
$2.32M +$752K +11,378 +47%
WPC
792
White Pine Capital
Minnesota
$2.32M -$864K -13,060 -27%
TWM
793
Torch Wealth Management
Ohio
$2.31M -$6.61K -100 -0.3%
KCP
794
KDI Capital Partners
North Carolina
$2.3M -$185K -2,800 -7%
LH
795
Lebenthal Holdings
New York
$2.3M +$1.82M +27,504 +360%
DPIM
796
Duff & Phelps Investment Management
Illinois
$2.29M -$124K -1,870 -5%
WCA
797
Whetstone Capital Advisors
Kansas
$2.29M
BWAM
798
Boyd Watterson Asset Management
Ohio
$2.27M +$41K +620 +2%
ATC
799
Argent Trust Co
Tennessee
$2.24M +$11.1K +168 +0.5%
WCM
800
Westend Capital Management
California
$2.22M -$320K -4,836 -13%

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.