We are live on ! Find out more

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
MWM
1351
Meridian Wealth Management
Kentucky
$1.4M +$459K +3,791 +48%
SFG
1352
SevenBridge Financial Group
Pennsylvania
$1.4M -$17K -140 -1%
CA
1353
Calton & Associates
Florida
$1.4M +$527K +4,345 +59%
IP
1354
Intellectus Partners
California
$1.39M -$110K -911 -7%
GRP
1355
Global Retirement Partners
California
$1.38M +$258K +2,132 +23%
SC
1356
Savant Capital
Illinois
$1.38M +$102K +840 +8%
DSI
1357
Daiwa SB Investments
Japan
$1.37M -$95.7K -790 -6%
VF
1358
Virtu Financial
New York
$1.35M -$1.52M -12,554 -53%
ST
1359
Smithfield Trust
Pennsylvania
$1.35M -$3.15K -26 -0.2%
TA
1360
Tiedemann Advisors
New York
$1.35M +$324K +2,676 +31%
AAP
1361
Aristotle Atlantic Partners
Florida
$1.34M +$276K +2,281 +26%
IBOK
1362
Independence Bank of Kentucky
Kentucky
$1.34M -$18.1K -149 -1%
BAM
1363
Bruderman Asset Management
New York
$1.34M +$283K +2,333 +26%
S
1364
SignatureFD
Georgia
$1.32M +$332K +2,739 +33%
WB
1365
WesBanco Bank
West Virginia
$1.31M +$8.97K +74 +0.7%
WIA
1366
Westbourne Investment Advisors
Maryland
$1.31M -$18.2K -150 -1%
SIC
1367
Salem Investment Counselors
North Carolina
$1.3M +$195K +1,613 +17%
RPC
1368
Rossmore Private Capital
Connecticut
$1.3M +$268K +2,210 +26%
SAMC
1369
Spectrum Asset Management (California)
California
$1.29M +$18.2K +150 +1%
AAMA
1370
Advanced Asset Management Advisors
Ohio
$1.29M
CL
1371
Choreo LLC
Illinois
$1.28M -$2.42K -20 -0.2%
WAP
1372
Wealthcare Advisory Partners
Pennsylvania
$1.28M +$6.67K +55 +0.5%
FPA
1373
First Pacific Advisors
California
$1.27M
REMPR
1374
Roof Eidam Maycock Peralta (REMP)
California
$1.27M +$28K +231 +2%
CDH
1375
Charles D. Hyman
$1.27M +$36.7K +303 +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.