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
MM
976
Meridian Management
Arkansas
$4.01M +$364 +3 +0%
BRWA
977
B. Riley Wealth Advisors
Florida
$3.96M +$155K +1,282 +4%
SGAM
978
Steinberg Global Asset Management
Florida
$3.94M -$15.4K -127 -0.4%
QCM
979
Quadrant Capital Management
New Jersey
$3.93M -$64.2K -530 -2%
LW
980
Linscomb Wealth
Texas
$3.92M -$170K -1,402 -4%
AC
981
Avenir Corporation
Virginia
$3.91M -$4.46M -36,790 -53%
State Farm Mutual Automobile Insurance
982
State Farm Mutual Automobile Insurance
Illinois
$3.9M +$1.22M +10,056 +45%
WAM
983
Wealthspire Advisors (Maryland)
Maryland
$3.9M -$61.6K -508 -2%
VFA
984
Valeo Financial Advisors
Indiana
$3.88M +$142K +1,170 +4%
B
985
Bellecapital
Switzerland
$3.87M +$3.92M +32,370 New
PTC
986
Private Trust Company
Ohio
$3.86M +$111K +918 +3%
MBTD
987
Mechanics Bank - Trust Department
California
$3.85M +$485 +4 +0%
WGCA
988
Wolf Group Capital Advisors
Virginia
$3.84M +$639K +5,275 +20%
KCMRT
989
Kemper Corp Master Retirement Trust
Illinois
$3.84M
WCM
990
Whitener Capital Management
North Carolina
$3.84M +$57.6K +475 +2%
TCOV
991
Trust Company of Vermont
Vermont
$3.82M +$85.1K +702 +2%
AMM
992
American Money Management
California
$3.81M -$8.97K -74 -0.2%
CAMG
993
CWA Asset Management Group
Florida
$3.81M +$467K +3,855 +14%
GAMA
994
Graticule Asia Macro Advisors
New York
$3.81M -$1.41M -11,608 -27%
Tudor Investment Corp
995
Tudor Investment Corp
Connecticut
$3.79M +$1.59M +13,116 +71%
JCM
996
Jafra Capital Management
New York
$3.78M +$1.99M +16,413 +108%
HK
997
Horizon Kinetics
New York
$3.77M -$538K -4,439 -12%
MA
998
MUFG Americas
New York
$3.77M +$6.3K +52 +0.2%
WTFG
999
Wells Trecaso Financial Group
Ohio
$3.76M +$171K +1,408 +5%
Squarepoint
1000
Squarepoint
New York
$3.74M +$2.09M +17,284 +124%

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.