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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
ANRIA
1426
American National Registered Investment Advisor
Texas
$1.07M -$24.2K -200 -2%
CWM
1427
Chesapeake Wealth Management
Virginia
$1.07M +$1.09M +8,954 New
DWT
1428
Dorsey & Whitney Trust
South Dakota
$1.07M -$107K -883 -9%
WI
1429
Wintrust Investments
Illinois
$1.07M +$8.48K +70 +0.8%
IWM
1430
IHT Wealth Management
Illinois
$1.06M +$41K +338 +4%
PMFA
1431
Plante Moran Financial Advisors
Michigan
$1.05M +$16.8K +139 +2%
MSU
1432
Mizuho Securities USA
New York
$1.05M -$1.18M -9,701 -52%
JCM
1433
Jacobi Capital Management
Pennsylvania
$1.05M -$28.2K -233 -3%
FHC
1434
First Heartland Consultants
Missouri
$1.05M +$14.9K +123 +1%
CFA
1435
Cahill Financial Advisors
Minnesota
$1.05M +$38.4K +317 +4%
PGIM
1436
Pacific Global Investment Management
California
$1.03M +$24.7K +204 +2%
Fuller & Thaler Asset Management
1437
Fuller & Thaler Asset Management
California
$1.03M -$182K -1,500 -15%
BA
1438
Birinyi Associates
Connecticut
$1.03M
PFBT
1439
Parkside Financial Bank & Trust
Missouri
$1.03M -$18.3K -151 -2%
NHC
1440
Nicholas Hoffman & Company
Georgia
$1.02M -$12.2K -101 -1%
ARMT
1441
Amica Retiree Medical Trust
Rhode Island
$1.02M -$261K -2,151 -20%
KWA
1442
KCS Wealth Advisory
California
$1.01M +$2.18K +18 +0.2%
GEA
1443
Glen Eagle Advisors
New Jersey
$1.01M +$278K +2,297 +37%
DA
1444
DSC Advisors
Illinois
$1.01M +$155K +1,282 +18%
NB
1445
Northwest Bancshares
Pennsylvania
$1.01M
SFI
1446
SPC Financial Inc
Maryland
$1.01M +$46.9K +387 +5%
CL
1447
CIM LLC
New York
$1.01M -$76.8K -634 -7%
TFS
1448
TrustCore Financial Services
Tennessee
$1.01M +$13K +107 +1%
PRHC
1449
P.R. Herzig & Co
New York
$1M
BPCA
1450
Bank Pictet & Cie (Asia)
Singapore
$993K -$181K -1,490 -15%

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.