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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
SA
926
Strategic Advisors
New York
$559K
DIA
927
Dana Investment Advisors
Wisconsin
$557K +$21.1K +392 +4%
HHGA
928
Halbert Hargrove Global Advisors
California
$546K -$245K -4,568 -31%
GI
929
Gradient Investments
Minnesota
$545K -$6.02K -112 -1%
OMCS
930
Old Mutual Customised Solutions
South Africa
$533K -$301K -5,600 -36%
Fayez Sarofim & Co
931
Fayez Sarofim & Co
Texas
$532K -$97.8K -1,820 -15%
GGPS
932
Gary Goldberg Planning Services
New York
$532K -$46.6K -868 -8%
AIM
933
Acropolis Investment Management
Missouri
$527K +$7.52K +140 +1%
PRA
934
Parametric Risk Advisors
Connecticut
$524K +$140K +2,600 +36%
BSW
935
Buckingham Strategic Wealth
Missouri
$521K +$525K +9,760 New
FC
936
Farley Capital
New York
$512K -$2M -37,276 -80%
KIA
937
KCM Investment Advisors
California
$504K +$215 +4 +0%
CCM
938
Cupps Capital Management
Illinois
$501K -$182K -3,380 -26%
HCM
939
Hodges Capital Management
Texas
$499K
PMFA
940
Plante Moran Financial Advisors
Michigan
$499K +$29K +540 +6%
TFF
941
Timothy F. Fidgeon
$489K +$10.7K +200 +2%
LPT
942
Legacy Private Trust
Wisconsin
$483K +$230K +4,280 +90%
DWT
943
Dorsey & Whitney Trust
South Dakota
$479K -$52K -968 -10%
SC
944
Saiers Capital
New York
$473K -$1.22M -22,736 -72%
Dodge & Cox
945
Dodge & Cox
California
$472K +$476K +8,852 New
FHB
946
First Hawaiian Bank
Hawaii
$471K -$2.58K -48 -0.5%
FWCM
947
Ferguson Wellman Capital Management
Oregon
$466K -$26.2K -488 -5%
WJA
948
Williams Jones & Associates
New York
$466K +$69.9K +1,300 +17%
SI
949
SII Investments
Wisconsin
$463K +$22.6K +420 +5%
BC
950
Banced Corp
Illinois
$462K -$19.6K -364 -4%

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.