We are live on ! Find out more

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
WHI
1001
William Harris Investors
Illinois
$728K
SI
1002
SII Investments
Wisconsin
$713K +$32.5K +492 +5%
TFF
1003
Timothy F. Fidgeon
$697K +$19.2K +290 +3%
CCM
1004
Compton Capital Management
Rhode Island
$692K
ST
1005
Smithfield Trust
Pennsylvania
$682K
NCMW
1006
Northern Capital Management (Wisconsin)
Wisconsin
$678K -$22.5K -340 -3%
RC
1007
RBO & Co
California
$671K
PRHC
1008
P.R. Herzig & Co
New York
$667K -$423K -6,400 -39%
HW
1009
Hedeker Wealth
Illinois
$666K
FPFS
1010
First Personal Financial Services
North Carolina
$655K
BLAM
1011
Bourne Lent Asset Management
New York
$654K +$661K +10,000 New
AIM
1012
Aspen Investment Management
Michigan
$652K +$135K +2,044 +26%
KIA
1013
KCM Investment Advisors
California
$649K +$48.9K +740 +8%
TFA
1014
Transamerica Financial Advisors
Florida
$646K +$3.04K +46 +0.5%
CA
1015
Cetera Advisors
Colorado
$645K +$47.4K +717 +8%
OPCM
1016
Osborne Partners Capital Management
California
$635K +$75.6K +1,143 +13%
GCA
1017
Gideon Capital Advisors
New York
$635K +$642K +9,703 New
BCI
1018
Brinker Capital Investments
Pennsylvania
$634K +$21.3K +322 +3%
LJAC
1019
L.J. Altfest & Co
New York
$632K -$9.85K -149 -2%
MC
1020
Miles Capital
Iowa
$631K -$470K -7,104 -42%
TRCT
1021
Tower Research Capital (TRC)
New York
$630K +$636K +9,623 New
AII
1022
AGF Investments Inc
Ontario, Canada
$628K +$529K +8,000 +500%
PAM
1023
Princeton Alpha Management
New Jersey
$616K +$623K +9,419 New
RWA
1024
River Wealth Advisors
Pennsylvania
$614K +$621K +9,394 New
JT
1025
Jump Trading
Illinois
$613K +$620K +9,370 New

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.