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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
CA
1226
Crewe Advisors
Utah
$2.08M
WCM
1227
Wunderlich Capital Managemnt
Tennessee
$2.07M -$42.5K -351 -2%
BSA
1228
Braun Stacey Associates
New York
$2.06M -$121K -1,000 -5%
VLKIM
1229
Van Lanschot Kempen Investment Management
Netherlands
$2.06M -$37.6K -310 -2%
SS
1230
Sunbelt Securities
Texas
$2.05M +$594K +4,901 +40%
JAM
1231
JCIC Asset Management
Ontario, Canada
$2.05M -$2.06K -17 -0.1%
CT
1232
Coastline Trust
Rhode Island
$2.05M +$53.3K +440 +3%
BFEC
1233
Benjamin F. Edwards & Company
Missouri
$2.02M -$110K -911 -5%
KWM
1234
Kingsview Wealth Management
Oregon
$2.01M +$53.6K +442 +3%
JIC
1235
Johnson Investment Counsel
Ohio
$2M +$102K +838 +5%
TCM
1236
Telos Capital Management
California
$1.99M -$82.7K -682 -4%
1SB
1237
1ST Source Bank
Indiana
$1.99M +$6.18K +51 +0.3%
RIM
1238
Regent Investment Management
Kentucky
$1.99M
EWM
1239
Evercore Wealth Management
New York
$1.98M -$10.5K -87 -0.5%
PFT
1240
Providence First Trust
Arizona
$1.97M +$1.28M +10,560 +178%
GCM
1241
Gables Capital Management
Florida
$1.96M +$1.98M +16,354 New
EWA
1242
Exencial Wealth Advisors
Oklahoma
$1.95M -$6.18K -51 -0.3%
CA
1243
Cornerstone Advisory
Maryland
$1.95M -$237K -1,958 -11%
SNB
1244
Security National Bank
Nebraska
$1.94M -$164K -1,352 -8%
O
1245
OppenheimerFunds
New York
$1.93M -$1.97M -16,250 -50%
BFA
1246
Benedict Financial Advisors
Georgia
$1.93M -$90.2K -744 -4%
NA
1247
NewEdge Advisors
Louisiana
$1.92M +$516K +4,260 +36%
GFPC
1248
Global Financial Private Capital
Florida
$1.92M +$846K +6,983 +77%
FFA
1249
Fragasso Financial Advisors
Pennsylvania
$1.91M -$22.9K -189 -1%
BCWM
1250
Blue Chip Wealth Management
Florida
$1.91M +$1.93M +15,954 New

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.