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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
PFA
1026
Paradigm Financial Advisors
Missouri
$2.62M +$30.4K +300 +1%
HW
1027
Hedeker Wealth
Illinois
$2.62M +$312K +3,075 +14%
BFG
1028
Beacon Financial Group
Texas
$2.62M +$68.4K +674 +3%
RWA
1029
River Wealth Advisors
Pennsylvania
$2.62M +$305K +3,010 +14%
BIM
1030
Beach Investment Management
Pennsylvania
$2.61M -$119K -1,170 -5%
NAM
1031
NTV Asset Management
West Virginia
$2.6M -$122K -1,200 -5%
ICRM
1032
Insight Capital Research & Management
California
$2.59M -$54.8K -540 -2%
IMOV
1033
Investment Management of Virginia
Virginia
$2.58M -$20K -197 -0.8%
SAM
1034
Security Asset Management
New York
$2.57M -$249K -2,453 -9%
CA
1035
Cetera Advisors
Colorado
$2.55M -$269K -2,653 -10%
SLF
1036
Sun Life Financial
Ontario, Canada
$2.54M -$155K -1,526 -6%
SACTSONJ
1037
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.53M -$609K -6,000 -20%
SNT
1038
Security National Trust
West Virginia
$2.52M -$29.3K -289 -1%
FA
1039
FMA Advisory
Pennsylvania
$2.51M -$84.9K -837 -3%
FMTCOCP
1040
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.51M +$38K +375 +2%
APP
1041
Avantax Planning Partners
Iowa
$2.51M +$218K +2,151 +10%
CWM
1042
Concentric Wealth Management
California
$2.5M +$13.9K +137 +0.6%
OMCS
1043
Old Mutual Customised Solutions
South Africa
$2.5M
LOAMS
1044
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.49M -$101K -1,000 -4%
SCM
1045
Shelton Capital Management
Colorado
$2.48M +$90.3K +890 +4%
HCA
1046
Harbour Capital Advisors
Virginia
$2.48M +$657K +6,475 +38%
TSWM
1047
Triangle Securities Wealth Management
North Carolina
$2.47M -$17.2K -170 -0.7%
Alyeska Investment Group
1048
Alyeska Investment Group
Illinois
$2.47M -$395K -3,890 -14%
CB
1049
Chemical Bank
Michigan
$2.46M -$634K -6,252 -21%
RIA
1050
Regal Investment Advisors
Michigan
$2.46M -$409K -4,030 -15%

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.