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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
PWM
1051
Perigon Wealth Management
California
$530K -$13K -196 -2%
MPI
1052
Mairs & Power Inc
Minnesota
$527K -$4.5K -68 -0.8%
TYCC
1053
Texas Yale Capital Corp
Florida
$527K
CDH
1054
Charles D. Hyman
$523K -$39.7K -600 -7%
MGIA
1055
Moneta Group Investment Advisors
Missouri
$523K
LCP
1056
LGT Capital Partners
Switzerland
$523K +$529K +8,000 New
MGAM
1057
McGowan Group Asset Management
Texas
$502K -$132 -2 -0%
GWCM
1058
Godshalk Welsh Capital Management
Pennsylvania
$497K -$13.2K -200 -3%
Boston Partners
1059
Boston Partners
Massachusetts
$496K -$211K -3,184 -30%
PC
1060
Palo Capital
California
$489K +$218K +3,300 +79%
AAS
1061
Annex Advisory Services
Wisconsin
$486K +$138K +2,094 +39%
ACI
1062
Alpha Cubed Investments
California
$484K +$490K +7,403 New
CIA
1063
Capital Investment Advisors
Georgia
$475K -$19.3K -292 -4%
Dodge & Cox
1064
Dodge & Cox
California
$474K
WPW
1065
Waldron Private Wealth
Pennsylvania
$471K -$121K -1,836 -20%
CPA
1066
Capital Planning Advisors
California
$470K +$59K +892 +14%
Koshinski Asset Management
1067
Koshinski Asset Management
Illinois
$467K -$66 -1 -0%
CWM
1068
Concert Wealth Management
California
$461K -$354K -5,354 -20%
VanEck Associates
1069
VanEck Associates
New York
$460K +$220K +3,328 +90%
OMCS
1070
Old Mutual Customised Solutions
South Africa
$458K -$119K -1,800 -20%
SNT
1071
Security National Trust
West Virginia
$458K +$339K +5,120 +272%
HC
1072
Hillman Company
Pennsylvania
$449K
CL
1073
CPWM LLC
Washington
$449K +$3.97K +60 +0.9%
PCM
1074
Pointe Capital Management
Michigan
$431K +$436K +6,596 New
AWA
1075
ARS Wealth Advisors
Florida
$428K +$132 +2 +0%

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.