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1,829 hedge funds and large institutions have $180B invested in Visa in 2017 Q3 according to their latest regulatory filings, with 131 funds opening new positions, 707 increasing their positions, 773 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

187% more call options, than puts

Call options by funds: $3.92B | Put options by funds: $1.37B

126% more first-time investments, than exits

New positions opened: 131 | Existing positions closed: 58

11% more capital invested

Capital invested by funds: $162B → $180B (+$18B)

8% more funds holding in top 10

Funds holding in top 10: 281304 (+23)

3% more funds holding

Funds holding: 1,7721,829 (+57)

0.02% less ownership

Funds ownership: 93.52%93.5% (-0.02%)

9% less repeat investments, than reductions

Existing positions increased: 707 | Existing positions reduced: 773

Holders
1,829
Holders Change
+57
Holders Change %
+3.22%
% of All Funds
45.59%
Holding in Top 10
304
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+8.19%
% of All Funds
7.58%
New
131
Increased
707
Reduced
773
Closed
58
Calls
$3.92B
Puts
$1.37B
Net Calls
+$2.56B
Net Calls Change
+$101M
Name Holding Trade Value Shares
Change
Change in
Stake
MFS
976
Monetta Financial Services
Illinois
$3.16M +$3.04M +30,000 New
SBA
977
Seven Bridges Advisors
New York
$3.13M +$219K +2,163 +8%
BFC
978
Blue Fin Capital
Rhode Island
$3.11M +$118K +1,160 +4%
FCBT
979
First Citizens Bank & Trust
North Carolina
$3.11M -$63K -621 -2%
TCM
980
Texan Capital Management
Texas
$3.11M -$90.9K -896 -3%
DCM
981
Donaldson Capital Management
Indiana
$3.1M +$586K +5,773 +24%
BFS
982
Bradley Foster & Sargent
Connecticut
$3.1M +$106K +1,042 +4%
CCM
983
Condor Capital Management
New Jersey
$3.08M +$50.3K +496 +2%
Marshall Wace
984
Marshall Wace
United Kingdom
$3.07M -$3.65M -36,029 -55%
MA
985
MUFG Americas
New York
$3.07M -$2.13M -20,983 -42%
SGCA
986
Steel Grove Capital Advisors
Tennessee
$3.07M +$160K +1,582 +6%
BCA
987
Bray Capital Advisors
Florida
$3.05M -$87.2K -860 -3%
JFA
988
Johanson Financial Advisors
California
$3.04M +$97.7K +963 +3%
FG
989
FSI Group
Ohio
$3.04M +$2.93M +28,840 New
CSA
990
Cottage Street Advisors
Massachusetts
$2.99M -$34.5K -340 -1%
WAM
991
Wealthspire Advisors (Maryland)
Maryland
$2.98M -$117K -1,156 -4%
TCOV
992
Trust Company of Vermont
Vermont
$2.97M +$241K +2,379 +9%
KCM
993
Karp Capital Management
California
$2.96M -$406 -4 -0%
CCG
994
Ceeto Capital Group
Florida
$2.95M +$2.84M +28,050 New
FHA
995
Flagship Harbor Advisors
Massachusetts
$2.95M -$18K -177 -0.6%
CCM
996
Coldstream Capital Management
Washington
$2.94M +$68.4K +674 +2%
YWP
997
YorkBridge Wealth Partners
New York
$2.92M -$352K -3,467 -11%
LMIM
998
Lockheed Martin Investment Management
Maryland
$2.9M +$2.79M +27,515 New
TWM
999
Torch Wealth Management
Ohio
$2.89M -$76.1K -750 -3%
JFL
1000
Jarislowsky, Fraser Ltd
Quebec, Canada
$2.87M +$448K +4,414 +19%

V Hedge Fund Activity: Q3 2017 in Review

1,829 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Visa (V) for Q3 2017, worth a combined $180B — up 11% from $162B a quarter earlier.

Buyers outnumbered sellers: 131 funds opened new V positions and 58 closed out — a net gain of 73 holders — while 707 added to existing stakes and 773 trimmed.

The largest buyer was Bank of America, adding an estimated $439M. The largest seller was Citadel Advisors, cutting an estimated $548M.

  • 1,829 institutional investors held Visa (V) as of Q3 2017, up from 1,772 in Q2 2017.
  • Funds reported $180B of Visa stock for Q3 2017, up 11% quarter-over-quarter.
  • 131 funds opened new Visa positions in Q3 2017 and 58 closed out, a net change of +73 holders.
  • The largest Visa buyer in Q3 2017 was Bank of America, an estimated $439M added.
  • The largest Visa seller in Q3 2017 was Citadel Advisors, an estimated $548M sold.

Based on aggregated 13F filings for Q3 2017.