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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
BFEC
1176
Benjamin F. Edwards & Company
Missouri
$237K +$149K +2,251 +164%
MJP
1177
Michael J. Puzo
$236K
SCA
1178
Sippican Capital Advisors
Massachusetts
$235K
AT
1179
Argent Trust
Texas
$234K +$19.3K +292 +9%
IC
1180
Intersect Capital
California
$234K +$130K +1,964 +125%
CWM
1181
Confluence Wealth Management
Oregon
$234K +$237K +3,584 New
MPWT
1182
MassMutual Private Wealth & Trust
Connecticut
$232K +$3.97K +60 +2%
GG
1183
Gofen & Glossberg
Illinois
$230K
PCM
1184
Prelude Capital Management
New York
$229K
EMG
1185
Ellington Management Group
Connecticut
$229K +$231K +3,500 New
PHAM
1186
Palisades Hudson Asset Management
Florida
$228K
HCM
1187
Harvest Capital Management
New Hampshire
$227K
WEC
1188
Winslow Evans & Crocker
Massachusetts
$225K -$7.14K -108 -3%
MWP
1189
MYCIO Wealth Partners
Pennsylvania
$223K +$5.22K +79 +2%
BL
1190
Balentine LLC
Georgia
$220K +$223K +3,366 New
SAM
1191
Silvercrest Asset Management
New York
$218K
TTWM
1192
TCV Trust & Wealth Management
Virginia
$217K
GIP
1193
Greatmark Investment Partners
Georgia
$216K
SCP
1194
Syntal Capital Partners
Texas
$215K -$1.32K -20 -0.6%
LNC
1195
Lincoln National Corp
Pennsylvania
$215K +$217K +3,288 New
CIC
1196
Carnegie Investment Counsel
Ohio
$214K
Manulife (Manufacturers Life Insurance)
1197
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$214K -$5.11M -77,229 -2%
WAM
1198
Weatherly Asset Management
California
$212K -$9.79K -148 -4%
MPIA
1199
Mountain Pacific Investment Advisers
Idaho
$211K +$5.82K +88 +3%
AW
1200
Alpha Windward
Massachusetts
$209K -$16.9K -256 -7%

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.