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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
ICM
1026
Ionic Capital Management
New York
$3.49M +$145K +1,200 +4%
BFS
1027
Bradley Foster & Sargent
Connecticut
$3.49M +$364 +3 +0%
WA1
1028
Wimmer Associates 1
California
$3.49M -$60.6K -500 -2%
CB
1029
Chemical Bank
Michigan
$3.48M +$343K +2,830 +11%
BA
1030
Bristlecone Advisors
Washington
$3.48M -$926K -7,643 -21%
HB
1031
Homrich & Berg
Georgia
$3.46M +$99.4K +820 +3%
IHL
1032
Investment House LLC
California
$3.46M +$278K +2,290 +9%
JFA
1033
Johanson Financial Advisors
California
$3.45M +$20.5K +169 +0.6%
ACS
1034
Archford Capital Strategies
Illinois
$3.44M
BP
1035
Broadleaf Partners
Ohio
$3.43M +$2.79K +23 +0.1%
EA
1036
Edge Advisors
Georgia
$3.43M +$135K +1,110 +4%
CCM
1037
Condor Capital Management
New Jersey
$3.4M -$91.1K -752 -3%
CCM
1038
Coldstream Capital Management
Washington
$3.4M -$6.54K -54 -0.2%
HF
1039
HRT Financial
New York
$3.4M +$3.44M +28,401 New
RWA
1040
River Wealth Advisors
Pennsylvania
$3.39M +$28.5K +235 +0.8%
CCG
1041
Ceeto Capital Group
Florida
$3.36M
YWP
1042
YorkBridge Wealth Partners
New York
$3.35M +$91.5K +755 +3%
CSA
1043
Cottage Street Advisors
Massachusetts
$3.34M -$121K -1,000 -3%
PTB
1044
Pioneer Trust Bank
Oregon
$3.31M +$1.11M +9,170 +50%
FCBT
1045
First Citizens Bank & Trust
North Carolina
$3.3M -$40.5K -334 -1%
SPC
1046
Sigma Planning Corp
Michigan
$3.3M +$280K +2,311 +9%
AIA
1047
Allegis Investment Advisors
Idaho
$3.28M -$349K -2,877 -9%
LMIM
1048
Lockheed Martin Investment Management
Maryland
$3.27M
WI
1049
WBI Investments
New Jersey
$3.27M +$3.31M +27,310 New
LOAMS
1050
Lombard Odier Asset Management (Switzerland)
Switzerland
$3.25M +$928K +7,657 +39%

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.