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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
LWA
1276
Lenox Wealth Advisors
New York
$34K
JWA
1277
JFS Wealth Advisors
Pennsylvania
$33K +$264 +4 +0.8%
TWA
1278
TCI Wealth Advisors
Arizona
$32K -$5.55K -84 -15%
CTB
1279
Country Trust Bank
Illinois
$31K +$31.5K +477 New
CA
1280
CapWealth Advisors
Tennessee
$29K +$29.4K +444 New
FCCM
1281
First City Capital Management
Georgia
$26.2K +$26.4K +400 New
AA
1282
Apriem Advisors
California
$26K
FI
1283
FCM Investments
Texas
$26K
HDIM
1284
Hanson & Doremus Investment Management
Vermont
$26K
HCM
1285
Horrell Capital Management
Arkansas
$26K
LFR
1286
Lehman Financial Resources
Pennsylvania
$26K
MCA
1287
Mercer Capital Advisers
New Jersey
$26K
NSIM
1288
North Star Investment Management
Illinois
$26K
RA
1289
Rational Advisors
New York
$25K -$16.9K -256 -40%
CFG
1290
CKW Financial Group
Hawaii
$24K +$24.3K +368 New
GXMC
1291
Global X Management Company
New York
$23K -$2.65K -40 -10%
IFA
1292
Interactive Financial Advisors
Illinois
$22K
QAM
1293
QCI Asset Management
New York
$21K +$793 +12 +4%
RCG
1294
Ruggie Capital Group
Florida
$20K -$1.59K -24 -7%
MA
1295
MCF Advisors
Kentucky
$20K
HI
1296
Hudock Inc
Pennsylvania
$20K +$13.8K +208 +200%
CFA
1297
Camarda Financial Advisors
Florida
$20K +$20.4K +308 New
S
1298
SignatureFD
Georgia
$18K -$13.6K -205 -42%
AP
1299
Atwood & Palmer
Missouri
$18K
UFA
1300
US Financial Advisors
Massachusetts
$17K -$9.26K -140 -35%

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.