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
DI
951
Diligent Investors
California
$4.46M -$27.1K -224 -0.6%
ACC
952
Accident Compensation Corp
New Zealand
$4.44M -$182K -1,500 -4%
FG
953
Fiduciary Group
Georgia
$4.43M -$32.2K -266 -0.7%
RSVP
954
Ramsay Stattman Vela & Price
Colorado
$4.42M +$171K +1,415 +4%
SCM
955
Sterling Capital Management
North Carolina
$4.4M -$33.8K -279 -0.8%
RCP
956
Rothschild Capital Partners
New York
$4.32M -$14.5K -120 -0.3%
CPA
957
Capital Planning Advisors
California
$4.28M -$154K -1,270 -3%
CAL
958
Capital Analysts LLC
Pennsylvania
$4.24M +$49.1K +405 +1%
TIM
959
Thompson Investment Management
Wisconsin
$4.22M -$222K -1,828 -5%
APA
960
American Portfolios Advisors
New York
$4.2M +$1.7M +14,001 +66%
LCM
961
Lee Capital Management
New York
$4.19M +$1.33M +11,000 +46%
KFBMI
962
Kentucky Farm Bureau Mutual Insurance
Kentucky
$4.19M
SWM
963
Segment Wealth Management
Texas
$4.18M +$265K +2,186 +7%
GH
964
GAM Holding
Switzerland
$4.18M -$4.29M -35,386 -50%
AIM
965
Arcadia Investment Management
Michigan
$4.18M -$116K -960 -3%
UB
966
UMB Bank
Missouri
$4.17M -$276K -2,275 -6%
WA
967
Winfield Associates
Ohio
$4.14M -$164K -1,356 -4%
FWM
968
Frontier Wealth Management
Missouri
$4.11M -$2.18K -18 -0.1%
AT
969
Argent Trust
Texas
$4.1M -$50.9K -420 -1%
CT
970
Clearstead Trust
Maine
$4.09M +$94K +776 +2%
FMBTD
971
First Midwest Bank Trust Division
Illinois
$4.08M -$503K -4,154 -11%
ICP
972
Ironvine Capital Partners
Nebraska
$4.07M +$274K +2,258 +7%
DCM
973
Donaldson Capital Management
Indiana
$4.07M +$187K +1,547 +5%
FM
974
Family Management
New York
$4.04M -$361K -2,982 -8%
PFM
975
Premier Fund Managers
United Kingdom
$4.03M

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.