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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
IWC
1401
Integrated Wealth Concepts
Massachusetts
$1.18M +$94.4K +779 +8%
PPCM
1402
Pillar Pacific Capital Management
California
$1.17M -$31K -256 -3%
BLAM
1403
Bourne Lent Asset Management
New York
$1.16M
PAMG
1404
Patton Albertson Miller Group
Tennessee
$1.16M -$234K -1,932 -17%
EWG
1405
Executive Wealth Group
Washington
$1.15M +$121 +1 +0%
UBG
1406
United Bank (Georgia)
Georgia
$1.14M +$19K +157 +2%
OA
1407
Oak Associates
Ohio
$1.14M
NB
1408
NBT Bank
New York
$1.14M +$321K +2,650 +39%
CIM
1409
CenturyLink Investment Management
Colorado
$1.13M
MNBTD
1410
Moody National Bank Trust Division
Texas
$1.12M -$614K -5,065 -53%
RC
1411
Roundview Capital
New Jersey
$1.12M -$244K -2,012 -18%
AWM
1412
Aries Wealth Management
Maine
$1.11M +$239K +1,975 +27%
LIC
1413
Lodestar Investment Counsel
Illinois
$1.11M +$53.4K +441 +5%
AIM
1414
Aspen Investment Management
Michigan
$1.1M -$4.24K -35 -0.4%
IIC
1415
Ironwood Investment Counsel
Arizona
$1.1M +$121 +1 +0%
PAS
1416
Park Avenue Securities
New York
$1.1M +$236K +1,950 +27%
NDSI
1417
Newman Dignan & Sheerar Inc
Rhode Island
$1.1M -$61.2K -505 -5%
JA
1418
JOYN Advisors
Georgia
$1.09M -$216K -1,779 -16%
LPIC
1419
LeJeune Puetz Investment Counsel
Michigan
$1.09M -$18.2K -150 -2%
IIM
1420
Intact Investment Management
Quebec, Canada
$1.09M -$158K -1,300 -13%
GI
1421
Gradient Investments
Minnesota
$1.09M +$94K +776 +9%
HW
1422
Hancock Whitney
Mississippi
$1.08M -$50.9K -420 -4%
PCM
1423
Penserra Capital Management
California
$1.08M +$662K +5,462 +152%
TAMH
1424
Taikang Asset Management (HK)
Hong Kong
$1.08M +$660K +5,443 +152%
FNBOH
1425
First National Bank of Hutchinson
Kansas
$1.07M -$38.5K -318 -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.