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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
VEA
2001
Virtus ETF Advisers
New York
$51K
HI
2002
Hudock Inc
Pennsylvania
$50K
AAC
2003
Asset Advisors Corp
Georgia
$48K
EWM
2004
Elmwood Wealth Management
California
$47.8K +$48.5K +400 New
JWA
2005
JFS Wealth Advisors
Pennsylvania
$47K -$6.3K -52 -12%
MA
2006
MCF Advisors
Kentucky
$47K +$11.2K +92 +31%
PO
2007
Private Ocean
California
$47K +$48.5K +400 New
FWM
2008
Focused Wealth Management
New York
$42K
KPCM
2009
Kings Point Capital Management
New York
$42K
AWM
2010
AllSquare Wealth Management
New York
$42K +$6.67K +55 +18%
EAM
2011
Exane Asset Management
France
$40.6K +$41.1K +339 New
CFA
2012
Camarda Financial Advisors
Florida
$40K
CIM
2013
Contravisory Investment Management
Massachusetts
$37K +$21.7K +179 +139%
PFO
2014
Pathstone Family Office
New Jersey
$37K +$36.6K +302 New
CWM
2015
Cedar Wealth Management
California
$36K
SJIM
2016
St. Johns Investment Management
Florida
$36K +$36.4K +300 New
HH
2017
HWG Holdings
Texas
$35K
IFA
2018
Interactive Financial Advisors
Illinois
$35K
PCA
2019
Providence Capital Advisors
North Carolina
$34K
GSC
2020
G&S Capital
Colorado
$33K
T2I
2021
Turim 21 Investimentos
Brazil
$33K
MGI
2022
MayTech Global Investments
New York
$33K +$33.3K +275 New
AP
2023
Atwood & Palmer
Missouri
$32K
HRC
2024
Hoertkorn Richard Charles
$32K
HL
2025
Harding Loevner
New Jersey
$31K

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.