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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
AFP
1301
Ausdal Financial Partners
Iowa
$1.62M -$9.45K -78 -0.6%
MSAM
1302
Moloney Securities Asset Management
Missouri
$1.6M +$25.1K +207 +2%
FANJ
1303
Financial Architects (New Jersey)
New Jersey
$1.6M -$323K -2,666 -17%
KLI
1304
Kelman-Lazarov Inc
Tennessee
$1.59M -$53.2K -439 -3%
BWAM
1305
Boyd Watterson Asset Management
Ohio
$1.59M +$11.8K +97 +0.7%
CB
1306
Cadence Bank
Mississippi
$1.58M +$14.5K +120 +0.9%
ABC
1307
Associated Banc-Corp
Wisconsin
$1.58M -$439K -3,622 -21%
WDA
1308
Wendell David Associates
New Hampshire
$1.58M -$66.7K -550 -4%
WSTAM
1309
Wilbanks Smith & Thomas Asset Management
Virginia
$1.58M -$41.8K -345 -3%
CF
1310
Centaurus Financial
California
$1.58M +$171K +1,409 +12%
IFWM
1311
Institute for Wealth Management
Colorado
$1.57M +$95.7K +790 +7%
AI
1312
Amplify Investments
Illinois
$1.57M +$1.59M +13,104 New
IAM
1313
Integre Asset Management
New York
$1.56M
FPFS
1314
First Personal Financial Services
North Carolina
$1.56M -$376K -3,103 -19%
MBT
1315
Montecito Bank & Trust
California
$1.56M +$1.21K +10 +0.1%
BSW
1316
Buckingham Strategic Wealth
Missouri
$1.55M -$179K -1,475 -10%
WC
1317
Woodstock Corp
Massachusetts
$1.55M +$1.57M +12,962 New
NFG
1318
Next Financial Group
Texas
$1.55M +$370K +3,053 +31%
WA
1319
WBH Advisory
Maryland
$1.54M -$12.1K -100 -0.8%
CK
1320
Cohen Klingenstein
New York
$1.53M
VFPI
1321
Vantage Financial Partners (Illinois)
Illinois
$1.53M +$139K +1,150 +10%
GIM
1322
Guardian Investment Management
California
$1.53M +$74.5K +615 +2%
NCM
1323
Northside Capital Management
Oregon
$1.53M
CLCM
1324
Crawford Lake Capital Management
New Jersey
$1.52M +$1.54M +12,673 New
Cetera Investment Advisers
1325
Cetera Investment Advisers
Illinois
$1.51M -$4.24K -35 -0.3%

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.