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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
CWM
1651
Circle Wealth Management
New Jersey
$494K -$364 -3 -0.1%
FAM
1652
Flaharty Asset Management
Florida
$490K +$501K +4,137 New
WCWM
1653
Willow Creek Wealth Management
California
$489K +$495K +4,084 New
WF
1654
WoodTrust Financial
Wisconsin
$486K -$36.4K -300 -7%
CAC
1655
Certified Advisory Corp
Florida
$485K -$2.54K -21 -0.5%
AL
1656
Aspiriant LLC
California
$485K +$491K +4,052 New
CANC
1657
Culbertson A N & Co
Virginia
$484K +$72.1K +595 +17%
MUS
1658
Mitsubishi UFJ Securities
Japan
$483K +$290K +2,390 +145%
BB
1659
Busey Bank
Illinois
$479K +$70.7K +583 +17%
DWM
1660
Dakota Wealth Management
Florida
$479K +$145K +1,200 +43%
PSC
1661
Prentiss Smith & Co
Vermont
$478K -$133K -1,100 -22%
BMC
1662
Beaton Management Company
Massachusetts
$478K
LBG
1663
Lloyds Banking Group
United Kingdom
$478K +$348K +2,874 +101%
OIA
1664
OneDigital Investment Advisors
Kansas
$477K +$77.2K +637 +19%
WWM
1665
Windsor Wealth Management
Indiana
$474K -$3.52K -29 -0.7%
HHGA
1666
Halbert Hargrove Global Advisors
California
$474K +$61.9K +511 +15%
ST
1667
Sabal Trust
Florida
$473K +$258K +2,132 +117%
PIA
1668
Pinion Investment Advisors
Kansas
$471K +$477K +3,936 New
RGIA
1669
Rainier Group Investment Advisory
Washington
$470K -$81.4K -672 -15%
CNB
1670
Camden National Bank
Maine
$469K +$475K +3,919 New
GC
1671
Grimes & Company
Massachusetts
$467K +$213K +1,754 +82%
KFA
1672
Kabarec Financial Advisors
Illinois
$466K
SP
1673
SWS Partners
Ohio
$460K -$22.2K -183 -4%
AWM
1674
Altium Wealth Management
New York
$460K +$138K +1,138 +42%
MPIA
1675
Mountain Pacific Investment Advisers
Idaho
$455K -$10.7K -88 -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.