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1,149 hedge funds and large institutions have $96B invested in Visa in 2014 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 448 increasing their positions, 481 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more funds holding in top 10

Funds holding in top 10: 108117 (+9)

2.01% more ownership

Funds ownership: 362.22%364.23% (+2%)

1% more capital invested

Capital invested by funds: $95.2B → $96B (+$793M)

1% less funds holding

Funds holding: 1,1601,149 (-11)

2% less first-time investments, than exits

New positions opened: 59 | Existing positions closed: 60

7% less repeat investments, than reductions

Existing positions increased: 448 | Existing positions reduced: 481

31% less call options, than puts

Call options by funds: $776M | Put options by funds: $1.12B

Holders
1,149
Holders Change
-11
Holders Change %
-0.95%
% of All Funds
33.32%
Holding in Top 10
117
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+8.33%
% of All Funds
3.39%
New
59
Increased
448
Reduced
481
Closed
60
Calls
$776M
Puts
$1.12B
Net Calls
-$345M
Net Calls Change
-$96M
Name Holding Trade Value Shares
Change
Change in
Stake
GJIC
576
Gamble Jones Investment Counsel
California
$4.36M +$43K +800 +1%
B
577
Barings
North Carolina
$4.33M -$3.29M -61,240 -43%
VC
578
Vestor Capital
Illinois
$4.29M -$20K -372 -0.5%
ST
579
Stifel Trust
Missouri
$4.27M -$165K -3,076 -4%
SM
580
Selkirk Management
New Jersey
$4.27M
BIC
581
Bridges Investment Counsel
Nebraska
$4.26M -$25.8K -480 -0.6%
TIC
582
Trees Investment Counsel
Illinois
$4.25M
RJA
583
Robshaw & Julian Associates
New York
$4.22M +$18.3K +340 +0.4%
PSUF
584
People's United Financial
Connecticut
$4.21M +$26.7K +496 +0.6%
BCM
585
BTR Capital Management
California
$4.18M +$481K +8,956 +13%
DCM
586
Dupont Capital Management
Delaware
$4.13M -$657K -12,224 -14%
PFSC
587
Peoples Financial Services Corp
Pennsylvania
$4.11M -$14K -260 -0.3%
LTFS
588
Ladenburg Thalmann Financial Services
Florida
$4.1M +$141K +2,620 +4%
SHGA
589
Sand Hill Global Advisors
California
$4.1M +$272K +5,056 +7%
HAI
590
Hennessy Advisors Inc
California
$4.05M -$215K -4,000 -5%
CTA
591
Chesley Taft & Associates
Illinois
$4.03M +$70.9K +1,320 +2%
KRSITF
592
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$4.02M +$71.6K +1,332 +2%
RJFSA
593
Raymond James Financial Services Advisors
Florida
$4.01M +$44.7K +832 +1%
CCM
594
Chickasaw Capital Management
Tennessee
$4M +$30.1K +560 +0.8%
Cambridge Investment Research Advisors
595
Cambridge Investment Research Advisors
Iowa
$4M -$176K -3,280 -4%
TI
596
Turner Investments
Pennsylvania
$4M +$2.14M +39,780 +113%
MYLI
597
Meiji Yasuda Life Insurance
Japan
$3.98M +$178K +3,316 +5%
BIM
598
Bridges Investment Management
Nebraska
$3.95M +$43K +800 +1%
MAM
599
Meeder Asset Management
Ohio
$3.94M +$3.97M +73,800 New
AAMU
600
AEGON Asset Management (UK)
United Kingdom
$3.93M -$20.2K -376 -0.5%

V Hedge Fund Activity: Q3 2014 in Review

1,149 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in Visa (V) for Q3 2014, worth a combined $96B — up 0.83% from $95.2B a quarter earlier.

Sellers outnumbered buyers: 60 funds closed out of V and 59 opened new positions — a net loss of 1 holder — while 481 trimmed existing stakes and 448 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $700M. The largest seller was Norges Bank, cutting an estimated $816M.

  • 1,149 institutional investors held Visa (V) as of Q3 2014, down from 1,160 in Q2 2014.
  • Funds reported $96B of Visa stock for Q3 2014, up 0.83% quarter-over-quarter.
  • 59 funds opened new Visa positions in Q3 2014 and 60 closed out, a net change of -1 holder.
  • The largest Visa buyer in Q3 2014 was T. Rowe Price Associates, an estimated $700M added.
  • The largest Visa seller in Q3 2014 was Norges Bank, an estimated $816M sold.

Based on aggregated 13F filings for Q3 2014.