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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
CPM
1126
Crescent Park Management
California
$2.66M -$35M -288,944 -93%
TSWM
1127
Triangle Securities Wealth Management
North Carolina
$2.65M -$105K -869 -4%
OA
1128
Oxbow Advisors
Texas
$2.65M -$38.1K -314 -1%
MIA
1129
MainStreet Investment Advisors
Illinois
$2.64M +$175K +1,440 +7%
WPC
1130
White Pine Capital
Minnesota
$2.63M -$42.4K -350 -2%
SFM
1131
Soros Fund Management
New York
$2.62M
SCM
1132
Shelton Capital Management
Colorado
$2.62M -$140K -1,156 -5%
AFC
1133
AFT Forsyth & Company
Florida
$2.61M +$77.6K +640 +3%
TSW
1134
Thompson Siegel & Walmsley
Virginia
$2.6M -$164K -1,350 -6%
SWP
1135
Strategic Wealth Partners
Ohio
$2.57M -$87.6K -723 -3%
BIM
1136
Baldwin Investment Management
Pennsylvania
$2.55M -$36.4K -300 -1%
STA
1137
Summit Trail Advisors
New York
$2.54M -$25.9K -214 -1%
CIA
1138
Capital Investment Advisors
Georgia
$2.54M +$11.4K +94 +0.4%
RMCM
1139
Reynders McVeigh Capital Management
Massachusetts
$2.54M +$13.5K +111 +0.5%
CCA
1140
Checchi Capital Advisers
California
$2.53M -$80.8K -667 -3%
SEC
1141
Seven Eight Capital
New York
$2.52M +$1.93M +15,957 +311%
HAI
1142
Hennessy Advisors Inc
California
$2.51M -$863K -7,120 -25%
MLM
1143
Mount Lucas Management
Pennsylvania
$2.51M +$2.54M +20,998 New
MWM
1144
Marietta Wealth Management
Georgia
$2.5M -$108K -894 -4%
APP
1145
Avantax Planning Partners
Iowa
$2.5M +$9.09K +75 +0.4%
SI
1146
Shaker Investments
Ohio
$2.49M +$2.52M +20,815 New
MFAM
1147
Motley Fool Asset Management
Virginia
$2.49M +$2.52M +20,811 New
SMFG
1148
Sumitomo Mitsui Financial Group
Japan
$2.46M +$1.28M +10,582 +106%
FIM
1149
Fernwood Investment Management
Massachusetts
$2.46M -$327K -2,695 -12%
CA
1150
Corrado Advisors
New Jersey
$2.46M -$67.8K -559 -3%

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.