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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
GWA
2051
Guidant Wealth Advisors
Illinois
$14K +$2.67K +22 +22%
KTC
2052
Kistler-Tiffany Companies
Pennsylvania
$12K
TJHA
2053
Thomas J. Herzfeld Advisors
Florida
$11K +$1.82K +15 +19%
SIAP
2054
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$10K +$242 +2 +1%
VNA
2055
Valley National Advisers
Pennsylvania
$8K +$2.18K +18 +36%
CAGAS
2056
Capital Advisory Group Advisory Services
Minnesota
$8K +$7.76K +64 New
SIS
2057
Sound Income Strategies
Florida
$7K -$3.88K -32 -34%
FMP
2058
Financial Management Professionals
Texas
$7K
DWA
2059
Divergent Wealth Advisors
Utah
$7K +$6.67K +55 New
AP
2060
Arlington Partners
Alabama
$7K +$7.27K +60 New
MFT
2061
Moisand Fitzgerald Tamayo
Florida
$6K
KCPG
2062
Kavar Capital Partners Group
Kansas
$6K +$6.06K +50 New
FA
2063
Fagan Associates
New York
$5.93K -$68.4K -564 -1%
SHJ
2064
Sharkey, Howes & Javer
Colorado
$5K
LFG
2065
LifePlan Financial Group
Ohio
$5K +$5.21K +43 New
MIM
2066
Macroview Investment Management
Maryland
$4K +$4K +33 New
OBWP
2067
O'Brien Wealth Partners
Massachusetts
$4K +$4.24K +35 New
RFM
2068
Royal Fund Management
Florida
$3K -$10.3K -85 -74%
HWM
2069
Holloway Wealth Management
Florida
$3K
SMG
2070
Spectrum Management Group
Indiana
$3K
SA
2071
SRH Advisors
Kansas
$3K
OSAM
2072
O'Shaughnessy Asset Management
Connecticut
$3K +$2.54K +21 New
TI
2073
Truepoint Inc
Ohio
$2.55K +$37K +305 New
HIM
2074
Hillsdale Investment Management
Ontario, Canada
$2K -$1.82K -15 -43%
CA
2075
Centerpoint Advisors
Massachusetts
$2K +$1.94K +16 New

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.