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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
AWA
1976
Acorn Wealth Advisors
Michigan
$101K +$121 +1 +0.1%
CCM
1977
Cribstone Capital Management
Maine
$99K +$1.45K +12 +1%
DOA
1978
D'Orazio & Associates
Virginia
$96K
WCAMG
1979
Woodard & Company Asset Management Group
North Carolina
$96K
OFW
1980
Omnia Family Wealth
Florida
$92K -$18.3K -151 -16%
SIM
1981
Sonora Investment Management
Arizona
$88.5K +$23.9K +197 +36%
CB
1982
CNB Bank
Pennsylvania
$88K
AF
1983
Allworth Financial
California
$86K -$364 -3 -0.4%
QAM
1984
QCI Asset Management
New York
$85K +$50.9K +420 +143%
FPB
1985
First PREMIER Bank
South Dakota
$84K
SFA
1986
Spectrum Financial Alliance
Kentucky
$84K +$85.3K +704 New
CHP
1987
Cable Hill Partners
Oregon
$82K -$75.5K -623 -47%
LGWM
1988
Litman Gregory Wealth Management
California
$81K +$81.8K +675 New
FCB
1989
First Command Bank
Texas
$76.4K +$4.36K +36 +6%
FCFS
1990
First Command Financial Services
Texas
$76K +$4.36K +36 +6%
WAM
1991
Watermark Asset Management
California
$75K
NWM
1992
Northwest Wealth Management
Iowa
$75K +$76.6K +632 New
RFWA
1993
RPg Family Wealth Advisory
Massachusetts
$73.3K +$52.1K +430 +235%
CFD
1994
Creative Financial Designs
Indiana
$73K -$4.12K -34 -5%
TC
1995
Trilogy Capital
California
$73K +$74.2K +612 New
CAL
1996
Capital Advisors Ltd
Ohio
$70K
Cohen & Steers
1997
Cohen & Steers
New York
$69K +$69.8K +576 New
MWM
1998
MinichMacGregor Wealth Management
New York
$53K -$727 -6 -1%
RWG
1999
Regal Wealth Group
California
$52K
PS
2000
Portfolio Strategies
New York
$51K

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.