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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
FNT
1926
First Nebraska Trust
Nebraska
$204K -$10.7K -88 -5%
BWM
1927
BigSur Wealth Management
Florida
$202K +$204K +1,685 New
BMCM
1928
Bryn Mawr Capital Management
Pennsylvania
$202K +$205K +1,689 New
NCM
1929
Noesis Capital Mangement
Florida
$201K -$41.5K -342 -17%
CHA
1930
Carmichael Hill & Associates
Maryland
$201K -$15K -124 -7%
VNA
1931
VNBTrust National Association
Virginia
$201K +$203K +1,678 New
DHFB
1932
Dixon Hubard Feinour & Brown
Virginia
$200K -$45.4K -375 -18%
LF
1933
Lee Financial
Texas
$197K +$10.3K +85 +5%
BCP
1934
Blackhawk Capital Partners
Wisconsin
$192K -$34.5K -285 -15%
Parallax Volatility Advisers
1935
Parallax Volatility Advisers
California
$187K -$4.94M -40,800 -96%
BWA
1936
Burt Wealth Advisors
Maryland
$180K
WIM
1937
Westside Investment Management
California
$180K -$12.1K -100 -6%
FCMT
1938
Founders Capital Management (Texas)
Texas
$179K -$24.2K -200 -12%
BFC
1939
Bedel Financial Consulting
Indiana
$176K +$178K +1,469 New
WPA
1940
West Paces Advisors
Georgia
$172K -$91.1K -752 -34%
BWM
1941
Baystate Wealth Management
Massachusetts
$168K +$68K +561 +71%
BBA
1942
Braun-Bostich & Associates
Pennsylvania
$166K -$223K -1,838 -57%
Capstone Investment Advisors
1943
Capstone Investment Advisors
New York
$163K +$165K +1,364 New
IDBONY
1944
Israel Discount Bank of New York
New York
$161K
ACM
1945
AUA Capital Management
Pennsylvania
$160K
LJHT
1946
Laurie J. Hall Trustee
$160K
MCA
1947
Mercer Capital Advisers
New Jersey
$156K +$6.06K +50 +4%
RCG
1948
Ruggie Capital Group
Florida
$148K
BWA
1949
BDO Wealth Advisors
Florida
$147K +$26.5K +219 +22%
THWM
1950
Taylor Hoffman Wealth Management
Virginia
$142K +$48.5K +400 +51%

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.