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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
BWP
1026
Baldwin Wealth Partners
Massachusetts
$610K +$14.5K +220 +2%
W
1027
Wealthfront
California
$607K +$83.2K +1,258 +16%
DLHL
1028
Donald L. Hagan LLC
Florida
$603K +$112K +1,700 +23%
FC
1029
Farley Capital
New York
$602K -$26.4K -400 -4%
CC
1030
CQS Cayman
Cayman Islands
$600K +$607K +9,180 New
AIM
1031
Acropolis Investment Management
Missouri
$596K -$32.1K -485 -5%
PHK
1032
Point72 Hong Kong
Hong Kong
$593K +$518K +7,832 +638%
JIC
1033
Johnson Investment Counsel
Ohio
$591K +$33.1K +500 +6%
PMFA
1034
Plante Moran Financial Advisors
Michigan
$586K -$57.9K -876 -9%
GC
1035
Gratry & Company
Ohio
$585K +$591K +8,940 New
CIC
1036
Chilton Investment Company
Connecticut
$583K +$24.9K +376 +4%
GI
1037
Gradient Investments
Minnesota
$580K -$26.7K -404 -4%
FANJ
1038
Financial Architects (New Jersey)
New Jersey
$577K +$88.3K +1,336 +18%
WJA
1039
Williams Jones & Associates
New York
$571K
MC
1040
Moors & Cabot
Massachusetts
$561K +$282K +4,266 +99%
HSA
1041
HBK Sorce Advisory
Pennsylvania
$558K +$83K +1,256 +17%
AA
1042
ALPS Advisors
Colorado
$556K +$562K +8,501 New
GLI
1043
Guardian Life Insurance
New York
$555K -$175K -2,651 -24%
SGAM
1044
Steinberg Global Asset Management
Florida
$554K +$7.14K +108 +1%
SA
1045
Strategic Advisors
New York
$552K -$514K -7,780 -75%
FHA
1046
First Horizon Advisors
Tennessee
$552K +$6.35K +96 +1%
OWP
1047
Obermeyer Wealth Partners
Colorado
$552K +$13.2K +200 +2%
MBT
1048
Montecito Bank & Trust
California
$542K -$172K -2,604 -24%
MFW
1049
Meristem Family Wealth
Minnesota
$542K -$18.5K -280 -3%
DWT
1050
Dorsey & Whitney Trust
South Dakota
$538K -$48.1K -728 -8%

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.