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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
WA
1576
Waverly Advisors
Alabama
$646K -$1.75M -14,429 -73%
CCM
1577
Canal Capital Management
Virginia
$644K -$603K -4,977 -48%
FRM
1578
Fox Run Management
Connecticut
$641K +$332K +2,743 +105%
FI
1579
FormulaFolio Investments
Michigan
$639K +$83.6K +690 +15%
SWA
1580
Sutton Wealth Advisors
Florida
$639K +$848 +7 +0.1%
CCT
1581
Country Club Trust
Missouri
$638K -$168K -1,390 -21%
CIAS
1582
Capital Investment Advisory Services
North Carolina
$633K +$115K +946 +22%
GIM
1583
Groesbeck Investment Management
New Jersey
$632K -$36.4K -300 -5%
GLA
1584
Good Life Advisors
Pennsylvania
$616K -$21.2K -175 -3%
SFG
1585
SNS Financial Group
Minnesota
$615K -$67.3K -555 -10%
CWS
1586
Cypress Wealth Services
California
$613K -$23.6K -195 -4%
RC
1587
RBO & Co
California
$613K
PK
1588
Pflug Koory
Nebraska
$612K -$103K -850 -14%
CFA
1589
Carroll Financial Associates
North Carolina
$612K -$13.3K -110 -2%
EMG
1590
Ellington Management Group
Connecticut
$610K -$1.28M -10,600 -68%
GWCM
1591
Godshalk Welsh Capital Management
Pennsylvania
$610K -$12.1K -100 -2%
WG
1592
Welch Group
Alabama
$606K +$170K +1,402 +38%
GP
1593
Geneva Partners
Wisconsin
$605K -$30.3K -250 -5%
QCG
1594
Quadrant Capital Group
Ohio
$601K +$73.7K +608 +13%
BST
1595
Bath Savings Trust
Maine
$599K +$32.1K +265 +6%
JCP
1596
Jabre Capital Partners
Switzerland
$598K +$606K +5,000 New
MOS
1597
MGO One Seven
Ohio
$596K -$19K -157 -3%
ICM
1598
IMS Capital Management
Oregon
$596K
TCM
1599
Tradewinds Capital Management
Washington
$596K +$121 +1 +0%
MCM
1600
Manchester Capital Management
Vermont
$594K +$12.1K +100 +2%

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.