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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
ASN
926
Advisory Services Network
Georgia
$1.12M +$13.4K +202 +1%
BRWA
927
B. Riley Wealth Advisors
Florida
$1.12M -$646K -9,774 -36%
OA
928
OFI Advisors
Pennsylvania
$1.1M +$89.5K +1,353 +9%
CS
929
Comerica Securities
Michigan
$1.1M +$1.11M +16,859 New
PCM
930
Parsons Capital Management
Rhode Island
$1.09M +$18.5K +280 +2%
JFGIW
931
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.08M +$7.93K +120 +0.7%
SPC
932
Sigma Planning Corp
Michigan
$1.07M -$279K -4,218 -21%
TCM
933
Telos Capital Management
California
$1.07M -$17.9K -271 -2%
PCM
934
Palisade Capital Management
New Jersey
$1.06M +$14.5K +220 +1%
AGM
935
Alpine Global Management
New York
$1.05M -$1.92M -29,080 -64%
MHI
936
Miller Howard Investments
New York
$1.05M
SLG
937
Stanley-Laman Group
Pennsylvania
$1.05M +$2.91K +44 +0.3%
CTC
938
Central Trust Company
Missouri
$1.05M +$5.29K +80 +0.5%
SCM
939
Schnieders Capital Management
California
$1.05M -$112K -1,696 -10%
MHC
940
Meyer Handelman Company
New York
$1.05M
WB
941
WesBanco Bank
West Virginia
$1.04M +$63.1K +954 +6%
PLFAM
942
Pineno Levin & Ford Asset Management
Virginia
$1.03M +$842K +12,728 +411%
SGCA
943
Steel Grove Capital Advisors
Tennessee
$1.03M +$1.04M +15,688 New
PTC
944
Private Trust Company
Ohio
$1.01M +$542K +8,193 +112%
PH
945
Pinnacle Holdings
Oklahoma
$1.01M -$3.1M -46,818 -75%
HIMC
946
Heritage Investors Management Corp
Maryland
$1.01M +$14.4K +218 +1%
BHWM
947
Bar Harbor Wealth Management
New Hampshire
$1M +$81.2K +1,228 +9%
ECM
948
Estabrook Capital Management
New York
$971K +$672K +10,160 +217%
CCM
949
CrestPoint Capital Management
Missouri
$968K
CCA
950
Checchi Capital Advisers
California
$968K +$135K +2,037 +16%

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.