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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
NP
1251
Ninepoint Partners
Ontario, Canada
$1.89M +$230K +1,900 +14%
CIP
1252
Cornerstone Investment Partners
Georgia
$1.88M -$2.42K -20 -0.1%
FIB
1253
First Interstate Bank
Montana
$1.88M -$134K -1,103 -7%
WA
1254
Wasatch Advisors
Utah
$1.88M
ADL
1255
Asset Dedication LLC
California
$1.86M +$192K +1,584 +11%
CAM
1256
Cypress Asset Management
Texas
$1.86M +$4.85K +40 +0.3%
SWM
1257
SeaCrest Wealth Management
New York
$1.86M +$38.7K +319 +2%
KIG
1258
Kessler Investment Group
Indiana
$1.86M -$81.9K -676 -4%
CG
1259
Caprock Group
Idaho
$1.85M -$13.8K -114 -0.7%
PP
1260
Paloma Partners
Connecticut
$1.84M -$1.84M -15,176 -50%
CAM
1261
Covenant Asset Management
New Jersey
$1.82M +$94.9K +783 +5%
MHS
1262
M Holdings Securities
Oregon
$1.79M -$87.5K -722 -5%
NFA
1263
Nuveen Fund Advisors
Illinois
$1.78M -$664K -5,475 -27%
SXL
1264
Summit X LLC
Missouri
$1.78M +$401K +3,309 +29%
PHIMC
1265
Private Harbour Investment Management & Counsel
Ohio
$1.77M -$78.8K -650 -4%
CC
1266
Cedar Capital
Illinois
$1.77M +$735K +6,061 +69%
WAM
1267
Weatherly Asset Management
California
$1.77M +$479K +3,951 +37%
AWM
1268
Avior Wealth Management
Nebraska
$1.76M -$340K -2,802 -16%
IP
1269
Investment Partners
Ohio
$1.76M +$121 +1 +0%
LSV Asset Management
1270
LSV Asset Management
Illinois
$1.76M
CCM
1271
Compton Capital Management
Rhode Island
$1.75M +$15.8K +130 +0.9%
TCM
1272
Tuttle Capital Management
Connecticut
$1.75M +$970K +8,006 +120%
PCM
1273
Prelude Capital Management
New York
$1.75M +$1.72M +14,151 +2,985%
PHS
1274
Pekin Hardy Strauss
Illinois
$1.74M +$6.06K +50 +0.3%
PIM
1275
Profit Investment Management
Maryland
$1.73M -$334K -2,757 -16%

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.