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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
RW
1751
REDW Wealth
New Mexico
$359K
SKK
1752
Shepherd Kaplan Krochuk
Massachusetts
$359K
RP
1753
Rice Partnership
Hawaii
$356K
FHB
1754
First Hawaiian Bank
Hawaii
$354K -$3.03K -25 -0.8%
LK
1755
Lumbard & Kellner
New Hampshire
$352K
Aristotle Capital Management
1756
Aristotle Capital Management
California
$352K +$29.1K +240 +9%
RIA
1757
RPG Investment Advisory
California
$351K -$15.3K -126 -4%
TL
1758
TrueWealth LLC
Georgia
$349K -$188K -1,551 -35%
AF
1759
Advisornet Financial
Minnesota
$348K -$31.5K -260 -8%
BFPW
1760
BOK Financial Private Wealth
Colorado
$347K -$52.5K -433 -13%
SICM
1761
Sustainable Insight Capital Management
New York
$347K
TNBTD
1762
Trustmark National Bank Trust Department
Mississippi
$346K -$24.2K -200 -6%
LCS
1763
Levin Capital Strategies
New York
$345K
NCM
1764
Nelson Capital Management
California
$344K -$28.8K -238 -8%
XS
1765
XML Securities
Maryland
$344K +$3.88K +32 +1%
AEPG
1766
American Economic Planning Group
New Jersey
$343K -$27.9K -230 -7%
HCP
1767
Holt Capital Partners
Texas
$341K
CMBA
1768
C.M. Bidwell & Associates
Hawaii
$340K +$30.9K +255 +10%
NSIM
1769
North Star Investment Management
Illinois
$339K +$86.2K +711 +34%
MSS
1770
Mitchell Sinkler & Starr
Pennsylvania
$337K +$342K +2,819 New
SFM
1771
Signet Financial Management
New Jersey
$335K -$9.94K -82 -3%
SCA
1772
Sippican Capital Advisors
Massachusetts
$335K
SAA
1773
Southeast Asset Advisors
Georgia
$335K
TW
1774
Transform Wealth
Colorado
$330K -$5.45K -45 -2%
CWA
1775
Clarus Wealth Advisors
Arizona
$330K +$335K +2,760 New

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.