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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
PFA
1951
Pathway Financial Advisors
Vermont
$138K -$4.24K -35 -3%
JGIA
1952
Jackson Grant Investment Advisers
Connecticut
$138K +$20K +165 +17%
SC
1953
Slow Capital
California
$137K -$1.58K -13 -1%
AIM
1954
ARK Investment Management
Florida
$136K +$64.7K +534 +89%
RPG
1955
Risk Paradigm Group
Texas
$135K -$52.1K -430 -28%
ABA
1956
American Beacon Advisors
Texas
$131K +$5.45K +45 +4%
LA
1957
Legacy Advisors
Pennsylvania
$131K +$90.9K +750 +223%
WC
1958
Whitnell & Co
Illinois
$128K +$8.48K +70 +7%
RBC
1959
Roble Belko & Company
Pennsylvania
$124K +$18.7K +154 +18%
NIM
1960
NuWave Investment Management
New Jersey
$123K +$75.9K +626 +149%
MSA
1961
Marino Stram & Associates
Massachusetts
$122K +$242 +2 +0.2%
LWM
1962
Lenox Wealth Management
Ohio
$121K +$6.3K +52 +5%
CFN
1963
Cordasco Financial Network
Florida
$120K
AI
1964
ArchPoint Investors
Florida
$120K +$60.6K +500 +100%
SEIA
1965
Signature Estate & Investment Advisors
California
$119K -$95.5K -788 -44%
CLM
1966
ClearBridge LLC (Maryland)
Maryland
$119K
HDIM
1967
Hanson & Doremus Investment Management
Vermont
$117K
HCM
1968
Highlander Capital Management
New Jersey
$117K
ECM
1969
EII Capital Management
New York
$117K +$119K +978 New
FFW
1970
Fusion Family Wealth
New York
$114K
FGC
1971
Financial Gravity Companies
Texas
$110K -$3.27K -27 -3%
FGAM
1972
Financial Gravity Asset Management
Texas
$110K +$105K +868 New
GBBWRPM
1973
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$108K -$6.42K -53 -6%
ML
1974
McAdam LLC
Pennsylvania
$106K +$107K +885 New
EARNEST Partners
1975
EARNEST Partners
Georgia
$105K

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.