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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
KIA
1001
KCM Investment Advisors
California
$3.72M -$35.6K -294 -0.9%
PA
1002
Perennial Advisors
New York
$3.72M -$125K -1,028 -3%
GAM
1003
Griffin Asset Management
New York
$3.72M -$58.4K -482 -2%
BFC
1004
Blue Fin Capital
Rhode Island
$3.72M +$164K +1,355 +5%
ECML
1005
Eagle Capital Management (Louisiana)
Louisiana
$3.7M -$99.4K -820 -3%
CG
1006
Colony Group
Massachusetts
$3.69M -$13K -107 -0.3%
SBIA
1007
Sheaff Brock Investment Advisors
Indiana
$3.69M +$39K +322 +1%
LWS
1008
Lucia Wealth Services
California
$3.68M +$693K +5,720 +23%
TFA
1009
Toth Financial Advisory
Virginia
$3.67M -$241K -1,992 -6%
EAM
1010
Eagle Asset Management
Florida
$3.66M +$17.5K +144 +0.5%
GIM
1011
Goelzer Investment Management
Indiana
$3.65M -$277K -2,289 -7%
LCM
1012
Logan Capital Management
Pennsylvania
$3.65M +$36.8K +304 +1%
SSB
1013
Sandy Spring Bank
Maryland
$3.65M +$492K +4,063 +15%
RAM
1014
Redmond Asset Management
Virginia
$3.63M -$118K -970 -3%
PCM
1015
Parsons Capital Management
Rhode Island
$3.61M +$706K +5,825 +24%
GT
1016
Glenview Trust
Kentucky
$3.61M +$858K +7,080 +31%
FHA
1017
Flagship Harbor Advisors
Massachusetts
$3.61M +$187K +1,545 +5%
MFS
1018
Monetta Financial Services
Illinois
$3.59M
ECM
1019
ETrade Capital Management
Virginia
$3.57M +$297K +2,454 +9%
GFA
1020
Gifford Fong Associates
California
$3.56M +$3.61M +29,800 New
BG
1021
Bahl & Gaynor
Ohio
$3.56M +$65.8K +543 +2%
SFP
1022
Shepherd Financial Partners
Massachusetts
$3.55M -$285K -2,355 -7%
MPA
1023
Marvin & Palmer Associates
Delaware
$3.54M +$416K +3,435 +13%
BCA
1024
Bray Capital Advisors
Florida
$3.53M -$23.5K -194 -0.7%
FMLI
1025
Fukoku Mutual Life Insurance
Japan
$3.5M +$2.21M +18,200 +165%

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.