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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
FNBSF
1226
First National Bank Sioux Falls
South Dakota
$146K
OC
1227
Oakworth Capital
Alabama
$143K
GAM
1228
Gemmer Asset Management
California
$140K +$15.9K +240 +13%
GWS
1229
Glassman Wealth Services
Virginia
$136K
TDC
1230
Thompson Davis & Co
Virginia
$133K -$34.9K -528 -21%
CCS
1231
Crosspoint Capital Strategies
California
$131K -$95.7K -1,448 -42%
FWC
1232
First Washington Corp
Washington
$131K
MWAN
1233
Mariner Wealth Advisors (NYC)
Kansas
$128K +$130K +1,963 New
WA
1234
Waverly Advisors
Alabama
$118K -$22.4K -339 -16%
SAC
1235
Smith Affiliated Capital
New York
$118K
NC
1236
NewSquare Capital
Pennsylvania
$109K -$66 -1 -0.1%
ATC
1237
Adirondack Trust Company
New York
$106K +$19.8K +300 +23%
LS
1238
Lupo Securities
Illinois
$106K +$107K +1,620 New
NYLIM
1239
New York Life Investment Management
New York
$105K
AIC
1240
Ayalon Insurance Company
Israel
$92K +$92.6K +1,400 New
GWM
1241
Gupta Wealth Management
California
$89K +$90.5K +1,368 New
DAM
1242
Delta Asset Management
Tennessee
$87K
CFA
1243
Carroll Financial Associates
North Carolina
$83K
AIM
1244
Advantage Investment Management
Iowa
$80K -$13.2K -200 -14%
AIM
1245
Acuity Investment Management
Ontario, Canada
$78K +$79.3K +1,200 New
KA
1246
Klingman & Associates
New York
$75K
TFO
1247
Tarbox Family Office
California
$75K +$198 +3 +0.3%
SIA
1248
Stancorp Investment Advisers
Oregon
$74K -$1.46K -22 -2%
FM
1249
Forward Management
California
$65K -$145K -2,200 -69%
NYLT
1250
New York Life Trust
New York
$63K +$2.12K +32 +3%

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.