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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
NCGI
1051
Next Century Growth Investors
Minnesota
$3.25M
PFA
1052
Paradigm Financial Advisors
Missouri
$3.24M +$165K +1,363 +5%
JFL
1053
Jarislowsky, Fraser Ltd
Quebec, Canada
$3.24M -$42.3K -349 -1%
LWM
1054
Lyell Wealth Management
California
$3.24M +$311K +2,563 +10%
FT
1055
Fiduciary Trust
Massachusetts
$3.23M +$547K +4,516 +20%
BOS
1056
Bank of Stockton
California
$3.23M -$278K -2,295 -8%
GI
1057
GS Investments
Minnesota
$3.22M +$288K +2,380 +10%
HIMC
1058
Heritage Investors Management Corp
Maryland
$3.22M +$190K +1,571 +6%
MYIA
1059
Mount Yale Investment Advisors
Colorado
$3.21M +$3.25M +26,792 New
PCTC
1060
Perkins Coie Trust Company
Washington
$3.2M +$98.4K +812 +3%
CNBT
1061
Canandaigua National Bank & Trust
New York
$3.2M +$3.24M +26,723 New
BFG
1062
Beacon Financial Group
Texas
$3.19M +$190K +1,570 +6%
SSI
1063
Scott & Selber Inc
Texas
$3.18M -$46.9K -387 -1%
HW
1064
Hedeker Wealth
Illinois
$3.18M +$61.9K +511 +2%
GVT
1065
Genesee Valley Trust
New York
$3.18M +$228K +1,883 +8%
KCM
1066
Karp Capital Management
California
$3.17M -$46.5K -384 -1%
AIA
1067
Armor Investment Advisors
North Carolina
$3.16M -$37.5K -309 -1%
FAM
1068
Foresters Asset Management
Ontario, Canada
$3.15M +$2.62M +21,600 +304%
FA
1069
FMA Advisory
Pennsylvania
$3.15M -$9.21K -76 -0.3%
CC
1070
Cannell & Co
New York
$3.15M -$604K -4,980 -16%
FMB
1071
Field & Main Bank
Kentucky
$3.15M -$54.5K -450 -2%
PCIG
1072
Partners Capital Investment Group
Massachusetts
$3.15M +$1.75M +14,411 +121%
ECM
1073
EagleClaw Capital Management
Massachusetts
$3.15M -$218K -1,800 -6%
ACA
1074
Atlas Capital Advisors
Wyoming
$3.15M +$3.19M +26,300 New
JSA
1075
Jacobson & Schmitt Advisors
Wisconsin
$3.13M +$3.18M +26,197 New

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.