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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
CCFCSB
1151
Cape Cod Five Cents Savings Bank
Massachusetts
$267K
PSC
1152
Prentiss Smith & Co
Vermont
$267K
BCM
1153
BTC Capital Management
Iowa
$264K -$26.2K -396 -9%
NDSI
1154
Newman Dignan & Sheerar Inc
Rhode Island
$263K -$25.1K -380 -9%
SCA
1155
Strategic Capital Alternatives
United States
$263K +$266K +4,018 New
PRC
1156
Platte River Capital
Colorado
$262K
BGA
1157
Belmont Global Advisors
Texas
$262K +$264K +4,000 New
SHWM
1158
Smith & Howard Wealth Management
Georgia
$262K +$264K +4,000 New
RCM
1159
RNC Capital Management
California
$261K +$59.5K +900 +29%
SIG
1160
Stanford Investment Group
California
$260K -$6.08K -92 -2%
FWIA
1161
Fort Washington Investment Advisors
Ohio
$259K +$262K +3,965 New
ACA
1162
Anchor Capital Advisors
Massachusetts
$257K
AWA
1163
Arete Wealth Advisors
Illinois
$256K
CNFG
1164
Creegan & Nassoura Financial Group
New Hampshire
$255K
KA
1165
Kovack Advisors
Florida
$253K +$25.7K +388 +11%
NEAM
1166
New England Asset Management
Connecticut
$249K
LWM
1167
Lenox Wealth Management
Ohio
$245K -$285K -4,304 -54%
TCM
1168
Tran Capital Management
California
$245K
RC
1169
Roundview Capital
New Jersey
$244K
CSIC
1170
Clifford Swan Investment Counsel
California
$243K -$6.61K -100 -3%
RC
1171
RegentAtlantic Capital
New Jersey
$242K -$9.79K -148 -4%
MCM
1172
MV Capital Management
Maryland
$242K
CC
1173
Courier Capital
New York
$241K -$17.2K -260 -7%
IIC
1174
Ironwood Investment Counsel
Arizona
$241K -$66 -1 -0%
PFA
1175
Paradigm Financial Advisors
Missouri
$240K

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.