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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
Baird Financial Group
201
Baird Financial Group
Wisconsin
$111M +$19.1M +157,796 +21%
MG
202
Markel Group
Virginia
$110M +$739K +6,100 +0.7%
JMPWA
203
JP Morgan Private Wealth Advisors
California
$108M +$5.58M +46,081 +5%
Teacher Retirement System of Texas
204
Teacher Retirement System of Texas
Texas
$108M -$21.3M -176,023 -16%
HCM
205
Hitchwood Capital Management
New York
$108M +$36.4M +300,000 +50%
CC
206
Carlson Capital
Texas
$107M +$14.6M +120,826 +16%
SDJVC
207
St. Denis J. Villere & Co
Louisiana
$103M -$7.13M -58,860 -6%
TPI
208
Tesco Pension Investment
United Kingdom
$102M
Victory Capital Management
209
Victory Capital Management
Texas
$101M -$375K -3,092 -0.4%
MAI
210
Marble Arch Investments
New York
$101M -$31.3M -258,400 -23%
WF
211
Welch & Forbes
Massachusetts
$100M +$618K +5,097 +0.6%
Federated Hermes
212
Federated Hermes
Pennsylvania
$100M -$2.26M -18,606 -2%
MMH
213
Menora Mivtachim Holdings
Israel
$99.2M -$7.25M -59,820 -7%
MIS
214
Morningstar Investment Services
Illinois
$99M -$9.7M -80,068 -9%
SB
215
Suntrust Banks
Georgia
$98M +$5.96M +49,215 +6%
CC
216
Capital Counsel
New York
$97.8M +$438K +3,616 +0.4%
WCM Investment Management
217
WCM Investment Management
California
$95.6M +$2.4M +19,786 +3%
Tiger Global Management
218
Tiger Global Management
New York
$94.9M
WIM
219
Weitz Investment Management
Nebraska
$93.6M -$842K -6,946 -0.9%
ProShare Advisors
220
ProShare Advisors
Maryland
$93.4M +$5.66M +46,686 +6%
BTW
221
Boston Trust Walden
Massachusetts
$92.7M -$1.01M -8,312 -1%
Comerica Bank
222
Comerica Bank
Texas
$92.4M -$2.4M -19,771 -3%
DnB Asset Management
223
DnB Asset Management
Norway
$92.1M -$40.9M -337,363 -30%
WPL
224
WINDACRE PARTNERSHIP LLC
Texas
$91.6M +$2.42M +20,000 +3%
WIM
225
Waverton Investment Management
United Kingdom
$91.6M -$3.83M -31,619 -4%

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.