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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
CCT
1176
Capital City Trust
Florida
$2.33M +$90.8K +749 +4%
CICI
1177
Capital Investment Counsel Inc
North Carolina
$2.33M -$43.6K -360 -2%
GWM
1178
Geneos Wealth Management
Colorado
$2.33M -$164K -1,355 -7%
PH
1179
Pinnacle Holdings
Oklahoma
$2.32M +$345K +2,849 +17%
JSL
1180
JT Stratford LLC
Georgia
$2.32M +$57.8K +477 +3%
HCM
1181
Hodges Capital Management
Texas
$2.32M +$223K +1,844 +10%
BHWM
1182
Bar Harbor Wealth Management
New Hampshire
$2.32M -$80.7K -666 -3%
CAS
1183
Cue Advisory Services
Arizona
$2.31M +$39.8K +328 +2%
WFG
1184
Wills Financial Group
Virginia
$2.31M -$8.36K -69 -0.4%
AA
1185
Altman Advisors
Illinois
$2.31M +$606 +5 +0%
BRC
1186
Bell Rock Capital
Delaware
$2.31M -$35.1K -290 -1%
SOAMC
1187
Spirit of America Management Corp
New York
$2.3M
WKWM
1188
Walter & Keenan Wealth Management
Indiana
$2.29M
EP
1189
Edgestream Partners
New Jersey
$2.29M -$5.11M -42,160 -69%
WF
1190
WealthTrust Fairport
Ohio
$2.28M +$4.24K +35 +0.2%
FIM
1191
Freedom Investment Management
Connecticut
$2.26M -$82.8K -683 -3%
KA
1192
Kovack Advisors
Florida
$2.26M +$265K +2,190 +13%
AWP
1193
Ascent Wealth Partners
New York
$2.25M -$1.33K -11 -0.1%
MCTIC
1194
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$2.24M +$170K +1,405 +8%
BCFS
1195
Butensky & Cohen Financial Security
Florida
$2.23M -$253K -2,089 -10%
CBU
1196
CIBC Bank USA
Illinois
$2.23M +$219K +1,803 +11%
CWM
1197
CMH Wealth Management
New Hampshire
$2.23M -$23K -190 -1%
GTAM
1198
Global Trust Asset Management
Florida
$2.23M -$727 -6 -0%
PLFAM
1199
Pineno Levin & Ford Asset Management
Virginia
$2.22M
SCA
1200
Stokes Capital Advisors
South Carolina
$2.19M +$1.01M +8,309 +83%

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.