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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
LBA
1626
Letko, Brosseau & Associates
Quebec, Canada
$545K
MWM
1627
Mission Wealth Management
California
$544K -$8.48K -70 -2%
LWA
1628
Lenox Wealth Advisors
New York
$543K +$546K +4,504 +12,511%
MCM
1629
MV Capital Management
Maryland
$542K +$60.8K +502 +12%
UC
1630
Unio Capital
New Jersey
$538K -$18.2K -150 -3%
AC
1631
Avestar Capital
New York
$538K +$11K +91 +2%
FCAG
1632
First Capital Advisors Group
New Jersey
$531K -$147K -1,215 -22%
AWA
1633
Arete Wealth Advisors
Illinois
$530K +$30.5K +252 +6%
AssetMark Inc
1634
AssetMark Inc
California
$519K -$698K -5,757 -57%
PCIA
1635
Prime Capital Investment Advisors
Kansas
$517K +$14.8K +122 +3%
USGIU
1636
U.S. Global Investors (USGI)
Texas
$514K -$109K -900 -17%
AF
1637
Aldebaran Financial
$511K
GIP
1638
Greatmark Investment Partners
Georgia
$509K
AHB
1639
Abner Herrman & Brock
New Jersey
$509K +$161K +1,326 +45%
CCMG
1640
Clark Capital Management Group
Pennsylvania
$509K +$167K +1,375 +48%
UBV
1641
United Bank (Virginia)
Virginia
$507K -$222K -1,832 -30%
MWP
1642
MYCIO Wealth Partners
Pennsylvania
$504K -$141K -1,166 -22%
BCM
1643
Brasada Capital Management
Texas
$504K +$111K +913 +28%
GIA
1644
Guyasuta Investment Advisors
Pennsylvania
$501K +$14.3K +118 +3%
HCM
1645
Hilton Capital Management
New York
$500K -$436K -3,600 -46%
ACA
1646
Ackerman Capital Advisors
Texas
$500K
GLI
1647
Guardian Life Insurance
New York
$499K -$212K -1,750 -30%
IIC
1648
Integrated Investment Consultants
Michigan
$497K +$504K +4,159 New
SIAS
1649
Shine Investment Advisory Services
Colorado
$496K
WP
1650
WealthSource Partners
California
$495K +$128K +1,059 +34%

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.