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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
WRM
1776
Weybosset Research & Management
Rhode Island
$328K
PCM
1777
Pointe Capital Management
Michigan
$328K +$3.64K +30 +1%
AIS
1778
American Investment Services
Massachusetts
$324K -$26.7K -220 -8%
GAM
1779
Gemmer Asset Management
California
$323K +$145K +1,200 +80%
BCP
1780
Berkeley Capital Partners
Georgia
$322K -$1.33K -11 -0.4%
SCM
1781
SOL Capital Management
Maryland
$321K -$1.7K -14 -0.5%
SIG
1782
Sky Investment Group
Connecticut
$321K
WDL
1783
Well Done LLC
Michigan
$319K -$4.85K -40 -1%
HMS
1784
Hanseatic Management Services
New Mexico
$317K
BWM
1785
Buckley Wealth Management
Nevada
$316K
CBN
1786
Cadence Bank NA
Texas
$316K +$2.91K +24 +0.9%
AA
1787
ALPS Advisors
Colorado
$315K -$401K -3,309 -56%
CPC
1788
Cookson Peirce & Co
Pennsylvania
$315K +$17.7K +146 +6%
Kovitz Investment Group Partners
1789
Kovitz Investment Group Partners
Illinois
$313K -$69.8K -576 -18%
NFC
1790
Northeast Financial Consultants
Connecticut
$313K
CSM
1791
CAMG Solamere Management
North Carolina
$309K -$9.82K -81 -3%
BCM
1792
BTC Capital Management
Iowa
$309K
TIM
1793
Tikehau Investment Management
France
$308K +$312K +2,573 New
BCM
1794
Becker Capital Management
Oregon
$307K +$74.5K +615 +32%
PV
1795
Private Vista
Illinois
$307K +$311K +2,567 New
1WA
1796
180 Wealth Advisors
Washington
$306K -$11.6K -96 -4%
AAP
1797
Arax Advisory Partners
Colorado
$306K +$34.2K +282 +12%
WAM
1798
Winslow Asset Management
Ohio
$305K
HFP
1799
Holistic Financial Partners
Indiana
$302K
NEPWA
1800
New England Private Wealth Advisors
Massachusetts
$302K +$364 +3 +0.1%

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.