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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
NWS
1801
Newport Wealth Strategies
California
$302K +$485 +4 +0.2%
RIA
1802
Regal Investment Advisors
Michigan
$301K -$2.13M -17,611 -87%
RFO
1803
RiverGlades Family Offices
Florida
$301K -$8.48K -70 -3%
SCA
1804
STALEY CAPITAL ADVISERS
Pennsylvania
$301K +$64.2K +530 +27%
TIM
1805
Tortoise Investment Management
New York
$300K
TRCT
1806
Tower Research Capital (TRC)
New York
$299K -$3.65M -30,101 -92%
SIM
1807
Sadoff Investment Management
Wisconsin
$298K
RT
1808
Rockland Trust
Massachusetts
$297K -$15.6K -129 -5%
CBA
1809
Coastal Bridge Advisors
Connecticut
$294K -$5.45K -45 -2%
PCM
1810
PenderFund Capital Management
British Columbia, Canada
$294K
WIP
1811
Wellesley Investment Partners
Massachusetts
$294K +$70.3K +580 +31%
EFSCE
1812
Enterprise Financial Services Corp (EFSC)
Missouri
$293K +$4.73K +39 +2%
IIA
1813
IPG Investment Advisors
California
$293K -$4K -33 -1%
ECM
1814
Element Capital Management
New York
$292K -$45.8M -377,542 -99%
LA
1815
LexAurum Advisors
Kansas
$291K -$31.4K -259 -10%
WIC
1816
Woodmont Investment Counsel
Tennessee
$291K
POIA
1817
Pin Oak Investment Advisors
Texas
$290K
HIIFS
1818
Harel Insurance Investments & Financial Services
Israel
$287K -$473K -3,900 -62%
ME
1819
McIlrath & Eck
Washington
$287K +$196K +1,620 +207%
CC
1820
Claybrook Capital
Massachusetts
$286K
LC
1821
LCNB Corp
Ohio
$285K -$33.3K -275 -10%
GWS
1822
Glassman Wealth Services
Virginia
$285K +$17.8K +147 +7%
AIP
1823
Ahrens Investment Partners
Louisiana
$284K -$42.2K -348 -13%
LCM
1824
Leisure Capital Management
California
$284K +$288K +2,373 New
RWM
1825
RKL Wealth Management
Pennsylvania
$283K -$11.4K -94 -4%

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.