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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
SIMM
901
Stillwater Investment Management (Minnesota)
Minnesota
$5.25M +$5.32M +43,900 New
MMA
902
Miracle Mile Advisors
California
$5.24M +$4.06M +33,500 +326%
LNWWM
903
Laird Norton Wetherby Wealth Management
California
$5.23M +$123K +1,013 +2%
SCA
904
Snowden Capital Advisors
New York
$5.22M +$269K +2,217 +5%
IIM
905
Ipswich Investment Management
Massachusetts
$5.22M +$42.8K +353 +0.8%
DBT
906
Dubuque Bank & Trust
Iowa
$5.18M -$591K -4,873 -10%
LSA
907
L & S Advisors
California
$5.18M +$269K +2,222 +5%
FAT
908
First American Trust
California
$5.17M +$45.1K +372 +0.9%
IRF
909
IBM Retirement Fund
New York
$5.13M -$579K -4,777 -10%
SWP
910
Stratos Wealth Partners
Ohio
$5.1M +$205K +1,688 +4%
ATC
911
Argent Trust Co
Tennessee
$5.08M -$115K -949 -2%
NIM
912
Nicollet Investment Management
Minnesota
$5.08M +$89.7K +740 +2%
SCI
913
Stableford Capital II
Arizona
$5.06M -$1.55M -12,816 -23%
AP
914
Advisor Partners
California
$5.04M +$475K +3,920 +10%
RHFI
915
Reilly Herbert Faulkner III
$5.04M -$1.42M -11,737 -22%
BOIA
916
Bush ODonnell Investment Advisors
Missouri
$5.03M -$2.85M -23,487 -36%
KC
917
Kepos Capital
New York
$5.03M +$293K +2,414 +6%
PCM
918
Princeton Capital Management
New Jersey
$5.03M -$226K -1,862 -4%
HS
919
HighVista Strategies
Massachusetts
$5.02M -$3.53M -29,100 -41%
GI
920
GAMCO Investors
Connecticut
$5M -$26.3K -217 -0.5%
ASN
921
Advisory Services Network
Georgia
$4.96M +$229K +1,891 +5%
ZCA
922
Zeke Capital Advisors
Pennsylvania
$4.94M +$848K +6,999 +20%
KRSITF
923
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$4.94M -$835K -6,892 -14%
BIM
924
Bridgecreek Investment Management
Oklahoma
$4.92M +$81.8K +675 +2%
CCFCSB
925
Cape Cod Five Cents Savings Bank
Massachusetts
$4.92M -$133K -1,100 -3%

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.