We are live on ! Find out more

1,664 hedge funds and large institutions have $137B invested in Visa in 2016 Q4 according to their latest regulatory filings, with 208 funds opening new positions, 636 increasing their positions, 644 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more call options, than puts

Call options by funds: $2.41B | Put options by funds: $1.03B

112% more first-time investments, than exits

New positions opened: 208 | Existing positions closed: 98

6% more funds holding

Funds holding: 1,5771,664 (+87)

1.95% more ownership

Funds ownership: 92.62%94.58% (+2%)

1% less repeat investments, than reductions

Existing positions increased: 636 | Existing positions reduced: 644

4% less capital invested

Capital invested by funds: $143B → $137B (-$5.75B)

10% less funds holding in top 10

Funds holding in top 10: 264238 (-26)

Holders
1,664
Holders Change
+87
Holders Change %
+5.52%
% of All Funds
41.59%
Holding in Top 10
238
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-9.85%
% of All Funds
5.95%
New
208
Increased
636
Reduced
644
Closed
98
Calls
$2.41B
Puts
$1.03B
Net Calls
+$1.38B
Net Calls Change
-$69.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
901
Covenant Asset Management
New Jersey
$2.86M +$2.95M +36,682 New
BWM
902
Braver Wealth Management
Massachusetts
$2.83M +$59.8K +744 +2%
LPT
903
Legacy Private Trust
Wisconsin
$2.82M -$481K -5,980 -14%
CM
904
Churchill Management
California
$2.82M -$141K -1,758 -5%
HT
905
HAP Trading
New York
$2.82M +$2.91M +36,161 New
EFS
906
Essex Financial Services
Connecticut
$2.82M +$296K +3,685 +11%
PCM
907
Palisade Capital Management
New Jersey
$2.82M +$53.1K +660 +2%
SA
908
Strategic Advisors
New York
$2.8M +$22.6K +281 +0.8%
W
909
Wealthfront
California
$2.79M -$1.08M -13,426 -27%
LNWWM
910
Laird Norton Wetherby Wealth Management
California
$2.79M +$39.7K +494 +1%
ST
911
Spinnaker Trust
Maine
$2.79M -$5.07K -63 -0.2%
DIA
912
Denver Investment Advisors
Colorado
$2.77M -$1.35M -16,782 -32%
MBTD
913
Mechanics Bank - Trust Department
California
$2.76M +$40.8K +507 +1%
WGCA
914
Wolf Group Capital Advisors
Virginia
$2.75M -$102K -1,269 -3%
CL
915
CPWM LLC
Washington
$2.72M -$58.8K -731 -2%
RIA
916
Regal Investment Advisors
Michigan
$2.72M -$81.3K -1,011 -3%
FCBT
917
First Citizens Bank & Trust
North Carolina
$2.7M -$852K -10,601 -23%
DDC
918
Daniel Devine & Co
Florida
$2.69M
LW
919
Linscomb Wealth
Texas
$2.67M +$29.1K +362 +1%
AT
920
Argent Trust
Texas
$2.67M +$182K +2,269 +7%
FNB
921
Farmers National Bank
Kentucky
$2.66M +$117K +1,460 +4%
LAM
922
Lebenthal Asset Management
New York
$2.64M -$27.3K -340 -1%
BCM
923
BlueCrest Capital Management
Jersey
$2.61M -$7.48M -92,985 -74%
WMC
924
Westwood Management Corporation
Illinois
$2.61M
TWM
925
Torch Wealth Management
Ohio
$2.6M -$76.4K -950 -3%

V Hedge Fund Activity: Q4 2016 in Review

1,664 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in Visa (V) for Q4 2016, worth a combined $137B — down 4% from $143B a quarter earlier.

Buyers outnumbered sellers: 208 funds opened new V positions and 98 closed out — a net gain of 110 holders — while 636 added to existing stakes and 644 trimmed.

The largest buyer was MUFG Securities EMEA, opening a new position worth an estimated $884M. The largest seller was Fidelity Investments, cutting an estimated $1.05B.

  • 1,664 institutional investors held Visa (V) as of Q4 2016, up from 1,577 in Q3 2016.
  • Funds reported $137B of Visa stock for Q4 2016, down 4% quarter-over-quarter.
  • 208 funds opened new Visa positions in Q4 2016 and 98 closed out, a net change of +110 holders.
  • The largest Visa buyer in Q4 2016 was MUFG Securities EMEA, an estimated $884M added.
  • The largest Visa seller in Q4 2016 was Fidelity Investments, an estimated $1.05B sold.

Based on aggregated 13F filings for Q4 2016.