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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
BHBT
1876
Burke & Herbert Bank & Trust
Virginia
$241K
FC
1877
Fulcrum Capital
Washington
$241K
HBT
1878
Hills Bank & Trust
Iowa
$241K +$12.1K +100 +5%
GFP
1879
Gryphon Financial Partners
Ohio
$239K -$13.3K -110 -5%
BFIM
1880
Beese Fulmer Investment Management
Ohio
$239K
CT
1881
CPF Texas
Texas
$239K
FBC
1882
Fairfield, Bush & Co
Connecticut
$239K
BRF
1883
B. Riley Financial
California
$239K +$242K +1,998 New
HIS
1884
Horizon Investment Services
Indiana
$238K
STMM
1885
South Texas Money Management
Texas
$236K -$11.8K -97 -5%
WA
1886
WealthTrust-Arizona
Arizona
$235K -$13.8K -114 -5%
Carson Wealth (CWM LLC)
1887
Carson Wealth (CWM LLC)
Nebraska
$234K -$16.8K -139 -7%
FFC
1888
First Financial Corp
Indiana
$234K -$16.1K -133 -6%
ESBC
1889
E.S. Barr & Co
Kentucky
$233K +$9.09K +75 +4%
PP
1890
PagnatoKarp Partners
Virginia
$233K -$340K -2,802 -59%
PWSG
1891
Pacific Wealth Strategies Group
California
$232K -$22.5K -186 -9%
TF
1892
Tompkins Financial
New York
$232K +$1.33K +11 +0.6%
Diamond Hill Capital Management
1893
Diamond Hill Capital Management
Ohio
$232K +$235K +1,943 New
AB
1894
AT Bancorp
Iowa
$231K +$234K +1,930 New
VAM
1895
Verity Asset Management
North Carolina
$229K
ZF
1896
Zhang Financial
Michigan
$228K
FWCM
1897
First Western Capital Management
California
$227K -$5.4M -44,525 -96%
CVM
1898
Cheviot Value Management
California
$223K +$226K +1,866 New
CF
1899
Corrigan Financial
Rhode Island
$222K +$225K +1,860 New
GKWIM
1900
Gerber Kawasaki Wealth & Investment Management
California
$222K -$73.6K -607 -25%

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.