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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
MCM
1601
Maryland Capital Management
Maryland
$592K +$24.1K +199 +4%
BMM
1602
Buffington Mohr McNeal
Idaho
$590K +$83K +685 +16%
ECM
1603
Evergreen Capital Management
Washington
$590K +$151K +1,242 +34%
AIS
1604
AlphaOne Investment Services
Pennsylvania
$590K +$483K +3,987 +421%
CWM
1605
Cornerstone Wealth Management
Missouri
$584K +$10.4K +86 +2%
HTHT
1606
Hemenway Trust Hemenway Trust
New Hampshire
$583K -$21.8K -180 -4%
WI
1607
Wedgewood Investors
Pennsylvania
$583K +$18.2K +150 +3%
NED
1608
Nancy E. Dempze
$582K -$11.6K -96 -2%
JFA
1609
JNBA Financial Advisors
Minnesota
$581K -$12.1K -100 -2%
HFA
1610
High Falls Advisors
New York
$578K -$102K -839 -15%
HA
1611
Harfst & Associates
Wyoming
$575K +$21.3K +176 +4%
VV
1612
Verity & Verity
South Carolina
$574K +$89.7K +740 +18%
VIMU
1613
Veritas Investment Management (UK)
United Kingdom
$574K +$582K +4,800 New
SBSB
1614
Sullivan, Bruyette, Speros & Blaney
Virginia
$569K
SHGA
1615
Sand Hill Global Advisors
California
$568K -$8.12M -67,028 -93%
CPSAC
1616
Chas P. Smith & Associates (CPS)
Florida
$566K -$16.8K -139 -3%
WIC
1617
Whitegate Investment Counselors
New Hampshire
$565K -$17.1K -141 -3%
LFR
1618
Lehman Financial Resources
Pennsylvania
$562K -$485K -4,000 -46%
CL
1619
CPWM LLC
Washington
$557K -$2.71M -22,344 -83%
IWP
1620
Icon Wealth Partners
Texas
$556K -$59.3K -489 -10%
WP
1621
WealthPLAN Partners
Nebraska
$553K +$15.4K +127 +3%
HAIM
1622
Hunter Associates Investment Management
Pennsylvania
$553K +$242K +2,000 +76%
TPW
1623
Tiller Private Wealth
Pennsylvania
$551K +$2.67K +22 +0.5%
KSA
1624
Ken Stern & Associates
California
$549K +$848 +7 +0.2%
JA
1625
JLB & Associates
Michigan
$546K -$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.