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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
HCM
1126
Horrell Capital Management
Arkansas
$21K
LFR
1127
Lehman Financial Resources
Pennsylvania
$21K
NSIM
1128
North Star Investment Management
Illinois
$21K
S
1129
SignatureFD
Georgia
$19K +$12.9K +240 +222%
IFA
1130
Interactive Financial Advisors
Illinois
$18K
HCC
1131
Hirtle Callaghan & Co
Pennsylvania
$17K +$430 +8 +3%
QAM
1132
QCI Asset Management
New York
$17K +$1.94K +36 +13%
RIA
1133
Regal Investment Advisors
Michigan
$16K -$43K -800 -73%
GXMC
1134
Global X Management Company
New York
$16K -$4.73K -88 -23%
MA
1135
MCF Advisors
Kentucky
$16K
WOC
1136
West Oak Capital
California
$15.1K
CHC
1137
City Holding Co
West Virginia
$15K
AP
1138
Atwood & Palmer
Missouri
$15K +$14.8K +276 New
NG
1139
NatWest Group
United Kingdom
$14.6K +$250K +4,660 +2%
MUMSS
1140
Mitsubishi UFJ Morgan Stanley Securities
Japan
$13K -$2.15K -40 -14%
ACM
1141
Axel Capital Management
New York
$13K
AC
1142
Alexandria Capital
Virginia
$11K +$430 +8 +4%
CAL
1143
Capital Analysts LLC
Pennsylvania
$10.7K
CA
1144
CapWealth Advisors
Tennessee
$8K
OSAM
1145
O'Shaughnessy Asset Management
Connecticut
$7K
NIM
1146
NuWave Investment Management
New Jersey
$6K -$71.8K -1,336 -92%
HFM
1147
Hartford Financial Management
Connecticut
$6K
LWM
1148
LBA Wealth Management
Florida
$6K
EWM
1149
Edge Wealth Management
New York
$4K
HI
1150
Hudock Inc
Pennsylvania
$4K +$1.5K +28 +70%

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.