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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
AAM
1551
American Asset Management
Florida
$694K -$6.06K -50 -0.9%
FPCP
1552
Fort Point Capital Partners
California
$694K +$436K +3,596 +163%
BCM
1553
Brown Capital Management
Maryland
$692K
BWM
1554
Brickley Wealth Management
California
$688K +$45.9K +379 +7%
VCM
1555
Virtue Capital Management
Tennessee
$687K -$58.3K -481 -8%
BIMC
1556
Benson Investment Management Company
Virginia
$687K
HT
1557
Heritage Trust
Oklahoma
$684K -$6.42K -53 -0.9%
GD
1558
Grandfield & Dodd
New York
$683K -$16.7K -138 -2%
UIM
1559
Underhill Investment Management
California
$683K +$76.5K +631 +12%
LBC
1560
Lowe Brockenbrough & Co
Virginia
$677K +$6.54K +54 +1%
SC
1561
Sawyer & Company
Massachusetts
$675K
CB
1562
Community Bank
New York
$671K +$24.2K +200 +4%
MA
1563
Mutual Advisors
Nebraska
$664K +$147K +1,217 +28%
SFA
1564
Sequoia Financial Advisors
Ohio
$663K -$18.9K -156 -3%
BWM
1565
Bernicke Wealth Management
Wisconsin
$661K -$38.5K -318 -5%
ITIM
1566
Indiana Trust & Investment Management
Indiana
$661K +$68.2K +563 +11%
CFMC
1567
Curbstone Financial Management Corp
New Hampshire
$661K +$325K +2,680 +94%
CA
1568
Continuum Advisory
Idaho
$659K -$457K -3,772 -41%
FC
1569
Ferris Capital
Massachusetts
$658K -$172K -1,420 -21%
Dodge & Cox
1570
Dodge & Cox
California
$658K -$46.1K -380 -6%
WCF
1571
West Coast Financial
California
$655K
DCM
1572
Driehaus Capital Management
Illinois
$654K -$13.3K -110 -2%
PCG
1573
Private Capital Group
Connecticut
$651K +$621K +5,122 +1,591%
LJAC
1574
L.J. Altfest & Co
New York
$648K -$167K -1,378 -20%
CCMW
1575
Cypress Capital Management (Wyoming)
Wyoming
$648K +$370K +3,055 +129%

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.