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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
CHP
1301
Cable Hill Partners
Oregon
$17K
CFSG
1302
Community Financial Services Group
Vermont
$17K +$11.9K +180 +214%
OSAM
1303
O'Shaughnessy Asset Management
Connecticut
$17K +$16.4K +248 +3,100%
ACM
1304
Axel Capital Management
New York
$16K
AC
1305
Alexandria Capital
Virginia
$15K -$264 -4 -2%
AF
1306
Allworth Financial
California
$14K +$14.3K +216 New
CPIG
1307
Chicago Partners Investment Group
Illinois
$13K -$39.7K -600 -75%
IPC
1308
Independent Portfolio Consultants
Florida
$12K +$11.9K +180 New
CHC
1309
City Holding Co
West Virginia
$10K
LWM
1310
LBA Wealth Management
Florida
$8K
SFWA
1311
Summit Financial Wealth Advisors
Louisiana
$8K
RIA
1312
Regal Investment Advisors
Michigan
$7K
RBC
1313
Roble Belko & Company
Pennsylvania
$7K +$6.88K +104 New
VCM
1314
Vigilant Capital Management
Maine
$7K +$7.14K +108 New
GWA
1315
Genesis Wealth Advisors
Massachusetts
$6.52K
EWM
1316
Edge Wealth Management
New York
$5K +$529 +8 +12%
NMIS
1317
Northwestern Mutual Investment Services
Wisconsin
$5K +$4.76K +72 New
AT
1318
Arden Trust
Delaware
$4.11K +$1.25M +18,912 +43%
LWA
1319
Lowe Wealth Advisors
Maryland
$4K
SA
1320
SRH Advisors
Kansas
$2K
MIM
1321
Macroview Investment Management
Maryland
$2K +$1.98K +30 New
CFS
1322
Commonwealth Financial Services
West Virginia
$2K +$2.12K +32 New
SEC
1323
Seven Eight Capital
New York
$2K +$2.12K +32 New
WA
1324
WBH Advisory
Maryland
$1.13K +$107K +1,614 +10%
WG
1325
Welch Group
Alabama
$243 +$5.82K +88 +2%

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.