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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
SAM
826
Symphony Asset Management
California
$1.97M +$47.9K +724 +2%
SAMC
827
Shinko Asset Management Company
Japan
$1.97M +$155K +2,340 +8%
BBA
828
BLB&B Advisors
Pennsylvania
$1.97M +$894K +13,526 +82%
UR
829
USCA RIA
Texas
$1.97M +$159K +2,404 +9%
FBT
830
First Bankers Trust
Kentucky
$1.94M +$705K +10,658 +56%
PAMG
831
Patton Albertson Miller Group
Tennessee
$1.94M +$565K +8,544 +41%
BIM
832
Baldwin Investment Management
Pennsylvania
$1.93M +$41.3K +624 +2%
GL
833
Globe Life
Texas
$1.9M +$1.39M +21,000 +263%
FIM
834
Fernwood Investment Management
Massachusetts
$1.89M -$278K -4,200 -13%
EFS
835
Essex Financial Services
Connecticut
$1.88M +$105K +1,595 +6%
TCM
836
Texan Capital Management
Texas
$1.87M +$1.89M +28,604 New
SAG
837
Sterne Agee Group
Alabama
$1.87M +$1.89M +28,538 New
Fuller & Thaler Asset Management
838
Fuller & Thaler Asset Management
California
$1.86M -$661K -10,000 -26%
SACTSONJ
839
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.85M
WSCM
840
Wellington Shields Capital Management
New York
$1.82M +$165K +2,500 +10%
CFA
841
CT Financial Advisors
Pennsylvania
$1.82M -$12.4K -188 -0.7%
SFU
842
Stonehage Fleming (UK)
United Kingdom
$1.79M +$396K +5,988 +28%
SI
843
Scharf Investments
California
$1.79M
CIM
844
CIM Investment Management
Pennsylvania
$1.78M
BCFS
845
Butensky & Cohen Financial Security
Florida
$1.77M -$48.4K -732 -3%
CI
846
CAZ Investments
Texas
$1.76M +$7.27K +110 +0.4%
FSC
847
Fiduciary Services Corp
Georgia
$1.76M +$4.96K +75 +0.3%
LSCM
848
LaSalle Street Capital Management
Illinois
$1.75M
IB
849
Intrust Bank
Kansas
$1.74M +$69.5K +1,051 +4%
AP
850
Advisor Partners
California
$1.74M -$44.8K -678 -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.