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
JIC
951
Johnson Investment Counsel
Ohio
$462K -$14K -260 -3%
SGAM
952
Steinberg Global Asset Management
Florida
$462K
MCM
953
Manchester Capital Management
Vermont
$461K -$37.6K -700 -7%
RP
954
Reinhart Partners
Wisconsin
$460K
CDH
955
Charles D. Hyman
$459K
ASN
956
Advisory Services Network
Georgia
$458K -$75.2K -1,400 -14%
MFW
957
Meristem Family Wealth
Minnesota
$457K +$63.4K +1,180 +16%
VCAM
958
Valentine Capital Asset Management
California
$456K -$4.7M -87,448 -91%
CIC
959
Chilton Investment Company
Connecticut
$456K +$459K +8,540 New
WPW
960
Waldron Private Wealth
Pennsylvania
$449K -$27.1K -504 -6%
AIM
961
Aspen Investment Management
Michigan
$448K -$583K -10,840 -56%
PWM
962
Perigon Wealth Management
California
$442K -$29.5K -548 -6%
BWP
963
Baldwin Wealth Partners
Massachusetts
$433K
MPI
964
Mairs & Power Inc
Minnesota
$433K +$16.3K +304 +4%
TYCC
965
Texas Yale Capital Corp
Florida
$430K +$213K +3,964 +97%
RWML
966
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$430K +$2.15K +40 +0.5%
GL
967
Globe Life
Texas
$427K
MGIA
968
Moneta Group Investment Advisors
Missouri
$427K
ST
969
SpiderRock Trading
Illinois
$424K
FHA
970
First Horizon Advisors
Tennessee
$419K -$29.9K -556 -7%
FANJ
971
Financial Architects (New Jersey)
New Jersey
$419K +$215 +4 +0.1%
VFS
972
VSR Financial Services
Kansas
$418K +$176K +3,284 +72%
CT
973
Cambridge Trust
Massachusetts
$417K +$77.2K +1,436 +23%
SAMC
974
Shinko Asset Management Company
Japan
$416K +$21.5K +400 +5%
CIA
975
Capital Investment Advisors
Georgia
$403K -$5.37K -100 -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.