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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
MFW
1451
Meristem Family Wealth
Minnesota
$993K -$4.85K -40 -0.5%
ACH
1452
ArrowMark Colorado Holdings
Colorado
$992K
BMO
1453
Beck Mack & Oliver
New York
$991K -$218K -1,800 -18%
HR
1454
Howe & Rusling
New York
$988K +$8.48K +70 +0.9%
OAM
1455
Oak Asset Management
California
$987K -$12.1K -100 -1%
DBRC
1456
D.B. Root & Company
Pennsylvania
$980K +$993K +8,191 New
WI
1457
WrapManager Inc
California
$977K +$13.9K +115 +1%
DC
1458
DeDora Capital
California
$977K +$35.6K +294 +4%
DIA
1459
Denver Investment Advisors
Colorado
$974K -$200K -1,651 -17%
GCM
1460
Graham Capital Management
Connecticut
$973K -$102K -838 -9%
FMWA
1461
Forvis Mazars Wealth Advisors
Missouri
$973K -$67.5K -557 -6%
AWA
1462
ARS Wealth Advisors
Florida
$973K +$46.2K +381 +5%
NL
1463
NWAM LLC
Washington
$972K -$108K -895 -10%
HFM
1464
Hartford Financial Management
Connecticut
$972K +$54.7K +451 +6%
AWM
1465
AE Wealth Management
Kansas
$968K +$209K +1,726 +27%
NJBEST
1466
New Jersey Better Educational Savings Trust
New Jersey
$957K -$242K -2,000 -20%
RCM
1467
Radnor Capital Management
Pennsylvania
$957K -$29.1K -240 -3%
CA
1468
Callahan Advisors
Texas
$954K
CA
1469
Cynosure Advisors
Utah
$954K +$9.57K +79 +1%
Grantham, Mayo, Van Otterloo & Co (GMO)
1470
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$954K +$676K +5,577 +232%
WTB
1471
Washington Trust Bank
Washington
$953K +$13.6K +112 +1%
FCH
1472
Freestone Capital Holdings
Washington
$949K -$22.8K -188 -2%
DIM
1473
DC Investments Management
Virginia
$945K +$208K +1,718 +28%
OIA
1474
Optimum Investment Advisors
Illinois
$941K -$24.2K -200 -2%
RHAM
1475
Round Hill Asset Management
California
$936K -$48.5K -400 -5%

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.