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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
GCA
2126
Gideon Capital Advisors
New York
-$288K -2,530 Closed
ACP
2127
Arcus Capital Partners
Georgia
-$245K -2,152 Closed
PAG
2128
Private Advisory Group
Washington
-$228K -1,999 Closed
JFGLC
2129
Johnson Financial Group LLC (Colorado)
Colorado
-$223K -1,957 Closed
KJWM
2130
Kiley Juergens Wealth Management
Washington
-$213K -1,869 Closed
NFG
2131
NewFocus Financial Group
Washington
-$210K -1,842 Closed
FPC
2132
Falcon Point Capital
California
-$209K -1,836 Closed
BWP
2133
BSW Wealth Partners
Colorado
-$208K -1,822 Closed
LC
2134
Landaas & Company
Wisconsin
-$152K -1,332 Closed
FDS
2135
First Dallas Securities
Texas
-$125K -1,100 Closed
PWM
2136
Paulson Wealth Management
Illinois
-$117K -1,023 Closed
SPI
2137
Santori & Peters Inc
Pennsylvania
-$86K -742 Closed
FFG
2138
Ford Financial Group
California
-$80K -671 Closed
MIC
2139
MU Investments Company
Japan
-$54K -470 Closed
SFPIA
2140
Stevens First Principles Investment Advisors
California
-$12K -108 Closed
KTM
2141
Keeler Thomas Management
Utah
-$11K -100 Closed
SAM
2142
Shamrock Asset Management
Texas
-$4K -38 Closed
Financial Engines Advisors
2143
Financial Engines Advisors
California
-$3K -22 Closed

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.