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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
PA
1726
Probity Advisors
Texas
$385K
IC
1727
InterOcean Capital
Illinois
$384K -$15.8K -130 -4%
MIM
1728
Marco Investment Management
Georgia
$382K
MFW
1729
Mosaic Family Wealth
Missouri
$380K -$97.4K -804 -20%
VCWA
1730
Vanguard Capital Wealth Advisors
Colorado
$379K -$91.7K -757 -19%
MF
1731
Magnetar Financial
Illinois
$377K +$382K +3,153 New
LFA
1732
Legacy Financial Advisors
Kentucky
$375K +$6.79K +56 +2%
DAM
1733
Delta Asset Management
Tennessee
$374K +$72.7K +600 +24%
BL
1734
BFSG LLC
California
$371K +$16.6K +137 +5%
CIP
1735
Convergence Investment Partners
Florida
$371K +$32.5K +268 +9%
CFA
1736
Capstone Financial Advisors
Illinois
$370K -$183K -1,507 -33%
PWAG
1737
Polaris Wealth Advisory Group
California
$370K -$182K -1,502 -33%
HIC
1738
Harvey Investment Company
Kentucky
$370K +$51.5K +425 +16%
WOC
1739
West Oak Capital
California
$369K
DWM
1740
Destination Wealth Management
California
$367K -$12K -99 -3%
DMC
1741
Drexel Morgan & Co
Pennsylvania
$367K
DFIG
1742
Dragon Financial & Investment Group
California
$367K +$11.9K +98 +3%
CAG
1743
Csenge Advisory Group
Florida
$367K +$85.2K +703 +30%
SAM
1744
SignalPoint Asset Management
Missouri
$365K +$13.7K +113 +4%
DAC
1745
Dividend Assets Capital
South Carolina
$364K -$3.03K -25 -0.8%
DWM
1746
Darwin Wealth Management
Florida
$362K -$61.3K -506 -14%
1IA
1747
1834 Investment Advisors
Wisconsin
$362K
MMHP
1748
Murphy Middleton Hinkle & Parker
Georgia
$361K
PGWM
1749
Parisi Gray Wealth Management
New Jersey
$359K -$17.6K -145 -5%
MLIC
1750
Mandatum Life Insurance Company
Finland
$359K

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.