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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
EWM
1176
Evercore Wealth Management
New York
$1.68M -$10.1K -100 -0.6%
HI
1177
Horizon Investments
North Carolina
$1.67M +$1.83M +17,996 New
LSV Asset Management
1178
LSV Asset Management
Illinois
$1.66M
WDL
1179
Well Done LLC
Michigan
$1.65M +$1.25M +12,318 +363%
MHS
1180
M Holdings Securities
Oregon
$1.65M +$102K +1,008 +7%
PHIMC
1181
Private Harbour Investment Management & Counsel
Ohio
$1.64M -$6.29K -62 -0.4%
IAM
1182
Impax Asset Management
New Hampshire
$1.64M +$101K +1,000 +7%
DJSG
1183
D.J. St. Germain
Massachusetts
$1.63M +$78.3K +772 +5%
CIC
1184
Carnegie Investment Counsel
Ohio
$1.63M +$38.9K +384 +3%
FANJ
1185
Financial Architects (New Jersey)
New Jersey
$1.63M +$94K +927 +6%
KA
1186
Kovack Advisors
Florida
$1.62M -$56.5K -557 -3%
ACM
1187
Ativo Capital Management
Illinois
$1.6M -$71K -700 -4%
FPS
1188
Fieldpoint Private Securities
Connecticut
$1.59M +$432K +4,264 +39%
PAWC
1189
P.A.W. Capital
Connecticut
$1.58M -$304K -3,000 -17%
LD
1190
Lipe & Dalton
New York
$1.58M -$5.07K -50 -0.3%
FFA
1191
Fragasso Financial Advisors
Pennsylvania
$1.57M -$93.1K -918 -6%
CAM
1192
Cypress Asset Management
Texas
$1.56M +$10.6K +105 +0.7%
PHS
1193
Pekin Hardy Strauss
Illinois
$1.55M +$28.9K +285 +2%
LPT
1194
Legacy Private Trust
Wisconsin
$1.55M -$314K -3,100 -17%
IP
1195
Investment Partners
Ohio
$1.55M +$101 +1 +0%
ZB
1196
Zions Bancorporation
Utah
$1.54M +$1.25M +12,309 +533%
SPIA
1197
Steward Partners Investment Advisory
New York
$1.53M +$686K +6,761 +87%
GIM
1198
Guardian Investment Management
California
$1.52M -$48.5K -478 -2%
CAM
1199
Covenant Asset Management
New Jersey
$1.52M -$26.7K -263 -2%
WI
1200
Wafra Inc
New York
$1.52M

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.