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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
CHA
1326
Cedar Hill Associates
Illinois
$1.5M +$76.1K +628 +5%
PRS
1327
Pinkerton Retirement Specialists
Idaho
$1.5M +$1.52M +12,573 New
AWA
1328
AmeriServ Wealth Advisors
Pennsylvania
$1.5M +$30.7K +253 +2%
LPT
1329
Legacy Private Trust
Wisconsin
$1.5M -$201K -1,655 -12%
Lido Advisors
1330
Lido Advisors
California
$1.49M +$197K +1,624 +15%
SB
1331
Simmons Bank
Arkansas
$1.48M +$685K +5,651 +84%
WAM
1332
Wolverine Asset Management
Illinois
$1.47M +$1.49M +12,324 New
GIA
1333
GHP Investment Advisors
Colorado
$1.47M -$32.8K -271 -2%
RCA
1334
Rowland Carmichael Advisors
Arizona
$1.46M -$477K -3,936 -24%
SCA
1335
Sage Capital Advisors
South Dakota
$1.46M -$1.45K -12 -0.1%
SWA
1336
SFMG Wealth Advisors
Texas
$1.46M +$78.8K +650 +6%
AC
1337
Argentiere Capital
Switzerland
$1.46M +$1.48M +12,180 New
FRA
1338
Front Row Advisors
California
$1.46M +$104K +855 +8%
MWVC
1339
Morgens Waterfall Vintiadis & Co
New York
$1.45M -$2.18M -18,000 -60%
FCFC
1340
First Commonwealth Financial Corp
Pennsylvania
$1.45M -$83.5K -689 -5%
TH
1341
TCTC Holdings
Texas
$1.44M -$32.7K -270 -2%
WAS
1342
WESPAC Advisors SoCal
California
$1.44M +$15.3K +126 +1%
KP
1343
Keel Point
Alabama
$1.44M +$15.8K +130 +1%
RCAG
1344
Rehmann Capital Advisory Group
Michigan
$1.43M -$99.3K -819 -6%
CHC
1345
City Holding Co
West Virginia
$1.43M +$46.7K +385 +3%
PWPS
1346
Pinnacle Wealth Planning Services
Ohio
$1.43M +$905K +7,471 +167%
EM
1347
Excalibur Management
Massachusetts
$1.43M +$115K +950 +9%
SLT
1348
St Louis Trust
Missouri
$1.42M +$1.04M +8,620 +266%
SFS
1349
Sowell Financial Services
Arkansas
$1.41M -$235K -1,942 -15%
UAS
1350
United Asset Strategies
New York
$1.4M +$17K +140 +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.