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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
PCTC
1251
Perkins Coie Trust Company
Washington
$63K +$23.8K +360 +59%
KT
1252
Kanaly Trust
Texas
$60K +$13K +196 +27%
RPG
1253
Risk Paradigm Group
Texas
$59.9K +$60.6K +916 New
FA
1254
Financial Advantage
Maryland
$58K
YL
1255
YCG LLC
Texas
$57K
WOC
1256
West Oak Capital
California
$56.8K
WCM
1257
Wealthcare Capital Management
Virginia
$56K +$55.8K +844 +7,033%
MFBTD
1258
MB Financial Bank - Trust Department
Illinois
$54K -$222K -3,356 -80%
LOT
1259
Lombard Odier Transatlantic
Quebec, Canada
$52K -$974K -14,724 -95%
HF
1260
Hoxton Financial
West Virginia
$52K
JFA
1261
JNBA Financial Advisors
Minnesota
$52K
MSFP
1262
Mark Sheptoff Financial Planning
Connecticut
$52K +$26.4K +400 +100%
IMS
1263
Index Management Solutions
Pennsylvania
$47K +$2.58K +39 +6%
LNB
1264
Ledyard National Bank
$45K -$2.31K -35 -5%
DSC
1265
Duncker Streett & Co
Missouri
$44K
M
1266
MOTCO
Texas
$44K
RWA
1267
Ropes Wealth Advisors
Massachusetts
$43K +$43.4K +656 New
KPCM
1268
Kings Point Capital Management
New York
$42K
AWM
1269
AllSquare Wealth Management
New York
$41K +$1.85K +28 +5%
WP
1270
WealthPLAN Partners
Nebraska
$41K +$41.1K +621 New
CAL
1271
Capital Advisors Ltd
Ohio
$39K
DBT
1272
Dubuque Bank & Trust
Iowa
$39K
TIM
1273
Tortoise Investment Management
New York
$39K +$7.93K +120 +25%
TWMP
1274
Taylor Wealth Management Partners
Massachusetts
$39K +$39.7K +600 New
CP
1275
Corbenic Partners
Pennsylvania
$35K

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.