We are live on ! Find out more

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
PMG
651
ProVise Management Group
Florida
$3.03M +$3.06M +56,884 New
First Manhattan
652
First Manhattan
New York
$3.03M
LIM
653
Leavell Investment Management
Alabama
$3.02M
BMCMI
654
Bryn Mawr Capital Management Inc
Pennsylvania
$3M +$281K +5,220 +10%
CBU
655
CIBC Bank USA
Illinois
$2.98M -$144K -2,680 -5%
CAN
656
Cetera Advisor Networks
California
$2.98M +$114K +2,120 +4%
KFS
657
KMS Financial Services
Washington
$2.98M -$97.6K -1,816 -3%
MIM
658
Midwest Investment Management
Ohio
$2.93M -$40K -744 -1%
MA
659
MUFG Americas
New York
$2.91M -$469K -8,728 -14%
QI
660
Quotient Investors
New York
$2.9M +$43K +800 +1%
RIL
661
Rothschild Investment LLC
Illinois
$2.87M +$2.15K +40 +0.1%
MM
662
Meridian Management
Arkansas
$2.87M +$96.7K +1,800 +3%
PG
663
PEAK6 Group
Illinois
$2.83M -$1.5M -27,920 -34%
FAM
664
Foothills Asset Management
Arizona
$2.81M -$79.3K -1,476 -3%
TCOO
665
Trust Company of Oklahoma
Oklahoma
$2.76M -$110K -2,044 -4%
MB
666
Mizuho Bank
Japan
$2.75M
RJT
667
Raymond James Trust
Florida
$2.75M -$35.7K -664 -1%
ECAM
668
East Coast Asset Management
Massachusetts
$2.75M +$74.4K +1,384 +3%
ECML
669
Eagle Capital Management (Louisiana)
Louisiana
$2.71M -$51.4K -956 -2%
WIM
670
Waverton Investment Management
United Kingdom
$2.7M
WPC
671
White Pine Capital
Minnesota
$2.7M -$53.7K -1,000 -2%
PIM
672
Penobscot Investment Management
Massachusetts
$2.7M +$8.6K +160 +0.3%
FCI
673
Financial Counselors Inc
Kansas
$2.7M +$1.7M +31,552 +166%
TC
674
Telemus Capital
Michigan
$2.64M -$69.7K -1,296 -3%
RW
675
Rand Wealth
Maryland
$2.64M -$1.94K -36 -0.1%

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.