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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
AC
1676
Addison Capital
Pennsylvania
$454K +$460K +3,796 New
SCM
1677
Southport Capital Management
Tennessee
$452K -$5.45K -45 -1%
EGA
1678
Eagle Global Advisors
Texas
$452K +$94.2K +777 +26%
CSIC
1679
Clifford Swan Investment Counsel
California
$451K
FC
1680
Fayerweather Charles
$450K -$12.1K -100 -3%
VCA
1681
Verdence Capital Advisors
Maryland
$449K +$37.2K +307 +9%
BW
1682
Bison Wealth
Georgia
$449K +$107K +886 +31%
SIM
1683
SSI Investment Management
California
$448K -$5.94K -49 -1%
IA
1684
Independence Advisors
Pennsylvania
$448K
WAG
1685
Winthrop Advisory Group
Massachusetts
$447K +$54.2K +447 +14%
MIM
1686
Manitou Investment Management
Ontario, Canada
$446K -$4.85K -40 -1%
ID
1687
Integral Derivatives
New York
$445K -$2.08M -17,130 -82%
BOS
1688
Bingham Osborn & Scarborough
California
$440K +$60.6K +500 +16%
CPO
1689
Cerity Partners OCIO
New York
$438K +$130K +1,073 +37%
PHK
1690
Point72 Hong Kong
Hong Kong
$436K +$441K +3,641 New
HCM
1691
Harvest Capital Management
New Hampshire
$433K
SPWA
1692
SteelBridge Private Wealth Advisors
Florida
$431K -$244K -2,016 -36%
ACA
1693
Anchor Capital Advisors
Massachusetts
$431K -$15.2K -125 -3%
Boston Partners
1694
Boston Partners
Massachusetts
$431K
JIC
1695
Joel Isaacson & Co
New York
$429K -$44.8K -370 -9%
PC
1696
Permit Capital
Pennsylvania
$425K
VCM
1697
Versant Capital Management
Arizona
$423K -$413K -3,410 -49%
PL
1698
Perpetual Ltd
Australia
$418K
TIA
1699
Tiemann Investment Advisors
California
$418K +$24.2K +200 +6%
PHAM
1700
Palisades Hudson Asset Management
Florida
$417K

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.