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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
PWMAG
1701
Pinnacle Wealth Management Advisory Group
New Jersey
$417K +$6.06K +50 +1%
BCA
1702
Berman Capital Advisors
Georgia
$417K +$194K +1,600 +85%
VWM
1703
Venturi Wealth Management
Texas
$413K -$69.6K -574 -14%
PGA
1704
Premia Global Advisors
Florida
$412K
BCWM
1705
Bartlett & Co Wealth Management
Ohio
$411K +$417K +3,438 New
BC
1706
Bartlett & Co
Ohio
$411K +$25.5K +210 +7%
GC
1707
Gratry & Company
Ohio
$409K -$80.6K -665 -16%
ECM
1708
Elgethun Capital Management
South Dakota
$408K
CCMD
1709
Cypress Capital Management (Delaware)
Delaware
$407K
HFM
1710
Harvest Fund Management
China
$407K
BFA
1711
Bragg Financial Advisors
North Carolina
$407K +$18.4K +152 +5%
TWA
1712
TCI Wealth Advisors
Arizona
$406K
BB
1713
Bell Bank
North Dakota
$406K +$25.1K +207 +6%
SFWA
1714
Summit Financial Wealth Advisors
Louisiana
$403K
SGK
1715
Steigerwald Gordon & Koch
Virginia
$402K +$28.5K +235 +8%
CCM
1716
CWH Capital Management
Washington
$401K -$15.5K -128 -4%
SHCM
1717
Stokes & Hubbell Capital Management
Louisiana
$399K +$121 +1 +0%
OC
1718
Oakworth Capital
Alabama
$399K +$21.5K +177 +6%
CCB
1719
Cutter & Co Brokerage
Missouri
$398K +$6.18K +51 +2%
MCWS
1720
McKinley Carter Wealth Services
West Virginia
$397K -$7.88K -65 -2%
EA
1721
Emerald Advisers
Pennsylvania
$397K +$97.6K +805 +32%
AWM
1722
Aevitas Wealth Management
Massachusetts
$395K +$121 +1 +0%
FNBOO
1723
First National Bank of Omaha
Nebraska
$393K -$18.1K -149 -4%
KI
1724
Koch Industries
Kansas
$392K +$397K +3,274 New
DIP
1725
DT Investment Partners
Pennsylvania
$386K

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.