We are live on ! Find out more

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
FIM
1101
Freedom Investment Management
Connecticut
$2.12M +$82.7K +815 +4%
HSA
1102
HBK Sorce Advisory
Pennsylvania
$2.11M +$173K +1,708 +9%
GCM
1103
Glynn Capital Management
California
$2.1M
RCIM
1104
Russell Clark Investment Management
United Kingdom
$2.1M
CS
1105
Comerica Securities
Michigan
$2.1M +$149K +1,470 +8%
LCM
1106
Logan Capital Management
Pennsylvania
$2.1M +$117K +1,150 +6%
QSS
1107
Quantitative Systematic Strategies
Florida
$2.08M -$68.2K -672 -3%
RFA
1108
Reilly Financial Advisors
California
$2.07M +$23K +227 +1%
SCM
1109
Schnieders Capital Management
California
$2.07M +$4.77K +47 +0.2%
CWM
1110
CMH Wealth Management
New Hampshire
$2.06M +$7.1K +70 +0.4%
WA
1111
Waverly Advisors
Alabama
$2.06M -$91.1K -898 -4%
AA
1112
Ancora Advisors
Ohio
$2.04M +$26.2K +258 +1%
CAS
1113
Cue Advisory Services
Arizona
$2.02M -$28.6K -282 -1%
AT
1114
Arden Trust
Delaware
$2.02M -$119K -1,178 -6%
SOAMC
1115
Spirit of America Management Corp
New York
$2.02M -$71K -700 -4%
WKWM
1116
Walter & Keenan Wealth Management
Indiana
$2.02M +$25.4K +250 +1%
PAAMCP
1117
Pacific Alternative Asset Management Company (PAAMCO)
California
$1.98M -$1.87M -18,443 -49%
PFS
1118
Physicians Financial Services
North Carolina
$1.98M -$20.3K -200 -1%
CPA
1119
Clear Perspective Advisors
Illinois
$1.98M -$116K -1,148 -6%
Squarepoint
1120
Squarepoint
New York
$1.97M +$1.58M +15,575 +499%
AWP
1121
Ascent Wealth Partners
New York
$1.96M -$612K -6,030 -24%
NEI
1122
Northwest & Ethical Investments
Ontario, Canada
$1.95M +$66.5K +656 +4%
GWM
1123
Geneos Wealth Management
Colorado
$1.95M +$158K +1,557 +9%
CIM
1124
CIM Investment Management
Pennsylvania
$1.95M -$91.8K -905 -5%
RG
1125
Rikoon Group
New Mexico
$1.94M +$1.07M +10,560 +134%

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.