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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
BA
2026
Ballew Advisors
Mississippi
$30K +$30.8K +254 New
OGC
2027
Oak Grove Capital
New Hampshire
$29K -$577K -4,761 -95%
NC
2028
NewSquare Capital
Pennsylvania
$29K -$2.91K -24 -9%
RCWMU
2029
Rothschild & Co Wealth Management (UK)
United Kingdom
$28K -$250K -2,066 -90%
PW
2030
Price Wealth
Texas
$28K -$28.8K -238 -50%
MPPLM
2031
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$28K
SWMG
2032
Signature Wealth Management Group
Georgia
$28K
NSB
2033
Norway Savings Bank
Maine
$26K +$26.7K +220 New
ARMC
2034
American Research & Management Company
Massachusetts
$25K -$25.5K -210 -50%
Nomura Holdings
2035
Nomura Holdings
Japan
$24.9K -$1.88M -15,494 -7%
TCM
2036
TD Capital Management
Tennessee
$24K
CCA
2037
Clearwater Capital Advisors
Illinois
$22K +$21.8K +180 New
CFC
2038
Coyle Financial Counsel
Illinois
$22K +$22.8K +188 New
ST
2039
Sageworth Trust
Pennsylvania
$21K +$16K +132 +322%
SLF
2040
Sun Life Financial
Ontario, Canada
$19.2K -$1.51M -12,447 -84%
AIS
2041
Accurate Investment Solutions
Pennsylvania
$18K
AWM
2042
Avondale Wealth Management
Texas
$17K
TODC
2043
Trustees of Dartmouth College
New Hampshire
$17K
KC
2044
KHP Capital
Oklahoma
$17K +$17.1K +141 New
LWA
2045
Lowe Wealth Advisors
Maryland
$16K
JAM
2046
Jolley Asset Management
North Carolina
$16K +$2.54K +21 +19%
SCA
2047
Stuart Chaussee & Associates
California
$15K
SSA
2048
South Street Advisors
New York
$14.7K +$14.9M +123,035 New
AA
2049
AlphaMark Advisors
Kentucky
$14K
EWM
2050
Edge Wealth Management
New York
$14K

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.