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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
MHC
1151
Meyer Handelman Company
New York
$2.45M
HSA
1152
HBK Sorce Advisory
Pennsylvania
$2.44M +$43.9K +362 +2%
WWM
1153
Willingdon Wealth Management
North Carolina
$2.44M +$272K +2,242 +12%
EWM
1154
Endurance Wealth Management
Rhode Island
$2.44M
PAM
1155
Paradigm Asset Management
New York
$2.44M -$133K -1,100 -5%
BSB
1156
Bangor Savings Bank
Maine
$2.43M +$41.7K +344 +2%
SCM
1157
Schnieders Capital Management
California
$2.43M +$121K +1,000 +5%
CCM
1158
Catawba Capital Management
Virginia
$2.42M -$110K -905 -4%
FMTCOCP
1159
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.41M -$339K -2,800 -12%
RWA
1160
Ropes Wealth Advisors
Massachusetts
$2.41M
EHWM
1161
Eads & Heald Wealth Management
Georgia
$2.4M -$280K -2,314 -10%
DDC
1162
Daniel Devine & Co
Florida
$2.4M -$24.2K -200 -1%
SCP
1163
Syntal Capital Partners
Texas
$2.4M +$1.74M +14,321 +250%
GCM
1164
Glynn Capital Management
California
$2.39M
RCIM
1165
Russell Clark Investment Management
United Kingdom
$2.39M
GECH
1166
Garnet Equity Capital Holdings
New York
$2.39M +$2.42M +20,000 New
GCM
1167
Glaxis Capital Management
Florida
$2.39M +$2.42M +20,000 New
RFA
1168
Reilly Financial Advisors
California
$2.39M +$154K +1,273 +7%
CWP
1169
Capital Wealth Planning
Florida
$2.38M +$2.42M +19,935 New
DSC
1170
Duncker Streett & Co
Missouri
$2.38M +$51.1K +422 +2%
CS
1171
Comerica Securities
Michigan
$2.38M -$26.5K -219 -1%
AIL
1172
AGF Investments LLC
Ontario, Canada
$2.37M +$2.38M +19,662 +11,172%
Koshinski Asset Management
1173
Koshinski Asset Management
Illinois
$2.37M -$230K -1,894 -9%
DPIM
1174
Duff & Phelps Investment Management
Illinois
$2.35M -$57K -470 -2%
TVWM
1175
Tower View Wealth Management
Wisconsin
$2.34M -$25.9K -214 -1%

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.