We are live on ! Find out more

1,374 hedge funds and large institutions have $120B invested in Visa in 2015 Q2 according to their latest regulatory filings, with 117 funds opening new positions, 561 increasing their positions, 514 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 54

4% more funds holding

Funds holding: 1,3261,374 (+48)

9% more repeat investments, than reductions

Existing positions increased: 561 | Existing positions reduced: 514

2% more capital invested

Capital invested by funds: $118B → $120B (+$2.62B)

0.36% more ownership

Funds ownership: 91.43%91.78% (+0.36%)

5% less funds holding in top 10

Funds holding in top 10: 165157 (-8)

23% less call options, than puts

Call options by funds: $578M | Put options by funds: $747M

Holders
1,374
Holders Change
+48
Holders Change %
+3.62%
% of All Funds
37.02%
Holding in Top 10
157
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-4.85%
% of All Funds
4.23%
New
117
Increased
561
Reduced
514
Closed
54
Calls
$578M
Puts
$747M
Net Calls
-$169M
Net Calls Change
+$250M
Name Holding Trade Value Shares
Change
Change in
Stake
RC
1201
RegentAtlantic Capital
New Jersey
$275K +$27.1K +400 +11%
PSC
1202
Prentiss Smith & Co
Vermont
$274K
GWM
1203
Gupta Wealth Management
California
$273K +$183K +2,703 +198%
CSIC
1204
Clifford Swan Investment Counsel
California
$272K +$23.7K +350 +9%
RCM
1205
RNC Capital Management
California
$271K +$3.05K +45 +1%
ALA
1206
Atherton Lane Advisers
California
$269K -$54.2K -800 -17%
BGA
1207
Belmont Global Advisors
Texas
$269K
PRC
1208
Platte River Capital
Colorado
$269K
SHWM
1209
Smith & Howard Wealth Management
Georgia
$269K
SIG
1210
Stanford Investment Group
California
$267K
BCM
1211
BTC Capital Management
Iowa
$266K -$5.69K -84 -2%
WG
1212
Welch Group
Alabama
$266K +$16.7K +246 +7%
SCA
1213
Strategic Capital Alternatives
United States
$265K
AWA
1214
Arete Wealth Advisors
Illinois
$264K +$271 +4 +0.1%
CNFG
1215
Creegan & Nassoura Financial Group
New Hampshire
$262K
ACA
1216
Anchor Capital Advisors
Massachusetts
$260K -$4.81K -71 -2%
CWM
1217
Confluence Wealth Management
Oregon
$259K +$18.2K +268 +7%
TC
1218
TradeLink Capital
Illinois
$258K +$261K +3,844 New
TCB
1219
Texas Capital Bancshares
Texas
$258K -$22.4K -330 -8%
GIP
1220
Greatmark Investment Partners
Georgia
$258K +$36.9K +544 +16%
FNYS
1221
First New York Securities
New York
$258K +$260K +3,841 New
Two Sigma Investments
1222
Two Sigma Investments
New York
$257K +$260K +3,830 New
TCM
1223
Tran Capital Management
California
$252K
RC
1224
Roundview Capital
New Jersey
$251K
IIC
1225
Ironwood Investment Counsel
Arizona
$248K +$68 +1 +0%

V Hedge Fund Activity: Q2 2015 in Review

1,374 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Visa (V) for Q2 2015, worth a combined $120B — up 2.2% from $118B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new V positions and 54 closed out — a net gain of 63 holders — while 561 added to existing stakes and 514 trimmed.

The largest buyer was Manning & Napier Advisors, adding an estimated $385M. The largest seller was State Street, cutting an estimated $267M.

  • 1,374 institutional investors held Visa (V) as of Q2 2015, up from 1,326 in Q1 2015.
  • Funds reported $120B of Visa stock for Q2 2015, up 2.2% quarter-over-quarter.
  • 117 funds opened new Visa positions in Q2 2015 and 54 closed out, a net change of +63 holders.
  • The largest Visa buyer in Q2 2015 was Manning & Napier Advisors, an estimated $385M added.
  • The largest Visa seller in Q2 2015 was State Street, an estimated $267M sold.

Based on aggregated 13F filings for Q2 2015.