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1,772 hedge funds and large institutions have $162B invested in Visa in 2017 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 748 increasing their positions, 689 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

212% more call options, than puts

Call options by funds: $3.61B | Put options by funds: $1.16B

115% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 53

3% more funds holding

Funds holding: 1,7281,772 (+44)

9% more repeat investments, than reductions

Existing positions increased: 748 | Existing positions reduced: 689

5% more capital invested

Capital invested by funds: $155B → $162B (+$7.02B)

0.31% less ownership

Funds ownership: 93.83%93.52% (-0.31%)

1% less funds holding in top 10

Funds holding in top 10: 284281 (-3)

Holders
1,772
Holders Change
+44
Holders Change %
+2.55%
% of All Funds
44.17%
Holding in Top 10
281
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.06%
% of All Funds
7%
New
114
Increased
748
Reduced
689
Closed
53
Calls
$3.61B
Puts
$1.16B
Net Calls
+$2.46B
Net Calls Change
+$413M
Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
1101
Bar Harbor Wealth Management
New Hampshire
$1.88M -$4.55K -49 -0.2%
GCM
1102
Glynn Capital Management
California
$1.88M
RCIM
1103
Russell Clark Investment Management
United Kingdom
$1.88M +$1.86M +20,000 New
CPA
1104
Clear Perspective Advisors
Illinois
$1.87M -$23.2K -250 -1%
SOAMC
1105
Spirit of America Management Corp
New York
$1.87M +$102K +1,100 +6%
CA
1106
Cornerstone Advisory
Maryland
$1.87M +$1.39M +14,981 +305%
GT
1107
Glenview Trust
Kentucky
$1.85M +$22.3K +240 +1%
SCM
1108
Schnieders Capital Management
California
$1.84M +$32.7K +352 +2%
CWM
1109
CMH Wealth Management
New Hampshire
$1.84M +$47.4K +511 +3%
WFG
1110
Wills Financial Group
Virginia
$1.83M -$13.3K -143 -0.7%
CAS
1111
Cue Advisory Services
Arizona
$1.83M -$76.6K -825 -4%
AssetMark Inc
1112
AssetMark Inc
California
$1.83M -$2.54M -27,368 -58%
RFA
1113
Reilly Financial Advisors
California
$1.82M +$42.9K +462 +2%
CIM
1114
CIM Investment Management
Pennsylvania
$1.82M -$28.1K -303 -2%
RWA
1115
Ropes Wealth Advisors
Massachusetts
$1.82M -$1.02K -11 -0.1%
FIM
1116
Freedom Investment Management
Connecticut
$1.81M +$416K +4,480 +30%
HIMC
1117
Heritage Investors Management Corp
Maryland
$1.8M -$11K -118 -0.6%
GHA
1118
Garcia Hamilton & Associates
Texas
$1.8M -$1.18M -12,668 -40%
WSCM
1119
Wellington Shields Capital Management
New York
$1.8M
PBT
1120
Pictet Bank & Trust
Bahamas
$1.8M +$1.78M +19,170 New
AA
1121
Ancora Advisors
Ohio
$1.8M +$52.8K +569 +3%
SSB
1122
Sandy Spring Bank
Maryland
$1.8M +$110K +1,183 +7%
CCT
1123
Capital City Trust
Florida
$1.79M +$52.2K +562 +3%
BFA
1124
Benedict Financial Advisors
Georgia
$1.78M -$54.9K -591 -3%
PFS
1125
Physicians Financial Services
North Carolina
$1.78M

V Hedge Fund Activity: Q2 2017 in Review

1,772 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Visa (V) for Q2 2017, worth a combined $162B — up 4.5% from $155B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new V positions and 53 closed out — a net gain of 61 holders — while 748 added to existing stakes and 689 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $554M. The largest seller was Lone Pine Capital, exiting entirely with an estimated $548M sold.

  • 1,772 institutional investors held Visa (V) as of Q2 2017, up from 1,728 in Q1 2017.
  • Funds reported $162B of Visa stock for Q2 2017, up 4.5% quarter-over-quarter.
  • 114 funds opened new Visa positions in Q2 2017 and 53 closed out, a net change of +61 holders.
  • The largest Visa buyer in Q2 2017 was Janus Henderson Group, an estimated $554M added.
  • The largest Visa seller in Q2 2017 was Lone Pine Capital, an estimated $548M sold.

Based on aggregated 13F filings for Q2 2017.