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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
PL
1851
Plancorp LLC
Missouri
$258K -$57.4K -474 -18%
SMH
1852
Sanders Morris Harris
Texas
$258K -$5.21K -43 -2%
FA
1853
Fortis Advisors
Pennsylvania
$258K +$18.5K +153 +8%
BWL
1854
Bogart Wealth LLC
Virginia
$255K +$49K +404 +24%
EWM
1855
Empirical Wealth Management
Washington
$254K -$30.3K -250 -11%
OWA
1856
One Wealth Advisors
California
$254K
WCM
1857
Wedge Capital Management
North Carolina
$254K +$5.21K +43 +2%
IWA
1858
Inspirion Wealth Advisors
Illinois
$253K
WWMSC
1859
Wagner Wealth Management (South Carolina)
South Carolina
$252K +$121 +1 +0%
AR
1860
Advisory Research
Illinois
$251K -$190K -1,566 -43%
SIM
1861
Sterling Investment Management
Arizona
$250K -$36.4K -300 -13%
DWM
1862
Doyle Wealth Management
Florida
$250K -$27.1K -224 -10%
AIP
1863
Almanack Investment Partners
Pennsylvania
$248K +$27.3K +225 +12%
BC
1864
Barnett & Company
Tennessee
$247K -$90.2K -744 -26%
CCM
1865
Cadence Capital Management
Massachusetts
$247K -$13.7K -113 -5%
EWF
1866
Epstein & White Financial
California
$246K +$16K +132 +7%
ATC
1867
Adirondack Trust Company
New York
$245K -$16.5K -136 -7%
SGA
1868
Strategic Global Advisors
California
$244K
WC
1869
Weil Company
California
$244K +$12.1K +100 +5%
PFGIA
1870
Patriot Financial Group Insurance Agency
Massachusetts
$244K +$39K +322 +19%
AMCA
1871
Arthur M. Cohen & Associates
Illinois
$243K -$11.4K -94 -4%
CS
1872
Cannell & Spears
New York
$243K
RAM
1873
Roanoke Asset Management
New Jersey
$243K
TDC
1874
Thompson Davis & Co
Virginia
$242K +$41.1K +339 +20%
BFG
1875
Barber Financial Group
Kansas
$241K -$7.27K -60 -3%

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.