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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
WI
1276
Wafra Inc
New York
$1.73M
ACM
1277
Ativo Capital Management
Illinois
$1.72M
FPS
1278
Fieldpoint Private Securities
Connecticut
$1.72M +$1.25M +10,325 +257%
KHLMTHM
1279
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$1.72M +$1.6M +13,236 New
SV
1280
Sturgeon Ventures
United Kingdom
$1.71M +$236K +1,949 +16%
FFWA
1281
FRG Family Wealth Advisors
Washington
$1.7M +$282K +2,330 +20%
HCM
1282
Hollencrest Capital Management
California
$1.7M +$12.1K +100 +0.7%
TWI
1283
Thomas White International
Illinois
$1.69M -$274K -2,260 -14%
LD
1284
Lipe & Dalton
New York
$1.68M -$47.5K -392 -3%
VFM
1285
Viking Fund Management
North Dakota
$1.68M
MC
1286
Martin & Co
Tennessee
$1.67M +$1.69M +13,970 New
OFS
1287
Orrstown Financial Services
Pennsylvania
$1.67M -$90K -743 -5%
FFSOTS
1288
Fiduciary Financial Services of The Southwest
Texas
$1.67M +$91.6K +756 +6%
OPCM
1289
Osborne Partners Capital Management
California
$1.66M -$21.5K -177 -1%
RCM
1290
RB Capital Management
Nevada
$1.66M -$53K -437 -3%
NWP
1291
Northstar Wealth Partners
Connecticut
$1.66M +$422K +3,483 +34%
NPA
1292
Nichols & Pratt Advisers
Massachusetts
$1.65M
CANY
1293
Caxton Associates (New York)
New York
$1.65M -$228K -1,882 -12%
LSAG
1294
Lake Street Advisors Group
New Hampshire
$1.65M -$116K -960 -7%
MCP
1295
Mirador Capital Partners
California
$1.64M +$54.8K +452 +4%
BJL
1296
Brighton Jones LLC
Washington
$1.63M -$40.8K -337 -2%
Verition Fund Management
1297
Verition Fund Management
Connecticut
$1.63M +$1.65M +13,629 New
PWLP
1298
Prio Wealth Limited Partnership
Massachusetts
$1.63M +$218K +1,800 +15%
MC
1299
Marcus Capital
Illinois
$1.62M +$39.4K +325 +2%
IAS
1300
IMA Advisory Services
Colorado
$1.62M -$16.5K -136 -1%

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.