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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
MCM
1126
Maryland Capital Management
Maryland
$309K +$53.9K +815 +21%
WCF
1127
West Coast Financial
California
$308K +$26.4K +400 +9%
OIA
1128
Optimum Investment Advisors
Illinois
$306K +$79.3K +1,200 +34%
MIM
1129
Miller Investment Management
Pennsylvania
$305K +$308K +4,664 New
TCM
1130
Tradewinds Capital Management
Washington
$302K
LIC
1131
Lodestar Investment Counsel
Illinois
$301K +$30.6K +463 +11%
BEAM
1132
Baker Ellis Asset Management
Washington
$300K +$105K +1,584 +53%
WI
1133
Wedgewood Investors
Pennsylvania
$299K +$2.65K +40 +0.9%
LBA
1134
Letko, Brosseau & Associates
Quebec, Canada
$298K +$302K +4,560 New
CA
1135
Callahan Advisors
Texas
$296K
EA
1136
Emerald Advisers
Pennsylvania
$296K
GEM
1137
Global Endowment Management
North Carolina
$296K
ITIM
1138
Indiana Trust & Investment Management
Indiana
$295K -$3.97K -60 -1%
RCWMU
1139
Rothschild & Co Wealth Management (UK)
United Kingdom
$288K +$291K +4,400 New
AIM
1140
Assured Investment Management
New York
$286K +$289K +4,376 New
KFS
1141
Kurt F. Somerville
$285K
HAIM
1142
Hunter Associates Investment Management
Pennsylvania
$284K -$39.7K -600 -12%
VHAM
1143
Van Hulzen Asset Management
California
$282K
FNB
1144
First Niagara Bank
New York
$277K +$23.4K +354 +9%
SFSG
1145
Stearns Financial Services Group
North Carolina
$275K +$278K +4,199 New
ED
1146
Exane Derivatives
France
$274K +$277K +4,196 New
TCB
1147
Texas Capital Bancshares
Texas
$273K -$5.03K -76 -2%
JIC
1148
Joel Isaacson & Co
New York
$272K
PWMAG
1149
Pinnacle Wealth Management Advisory Group
New Jersey
$271K -$124K -1,875 -31%
NPIT
1150
National Penn Investors Trust
Pennsylvania
$269K +$7.41K +112 +3%

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.