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
BAM
1226
Bruderman Asset Management
New York
$1.38M +$7.1K +70 +0.5%
JG
1227
Jefferies Group
New York
$1.36M -$3.49M -34,396 -73%
CHA
1228
Cedar Hill Associates
Illinois
$1.36M +$1.31M +12,960 New
TCM
1229
Traynor Capital Management
Pennsylvania
$1.36M +$40.4K +398 +3%
WDA
1230
Wendell David Associates
New Hampshire
$1.35M +$172K +1,700 +15%
PAMG
1231
Patton Albertson Miller Group
Tennessee
$1.35M -$180K -1,777 -12%
CK
1232
Cohen Klingenstein
New York
$1.35M
NCM
1233
Northside Capital Management
Oregon
$1.34M
DSC
1234
Duncker Streett & Co
Missouri
$1.34M +$492K +4,851 +62%
MCTIC
1235
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$1.33M +$1.29M +12,685 New
IP
1236
Intellectus Partners
California
$1.33M -$303K -2,986 -19%
MSAM
1237
Moloney Securities Asset Management
Missouri
$1.33M +$27.7K +273 +2%
DSI
1238
Daiwa SB Investments
Japan
$1.31M -$61.9K -610 -5%
GIA
1239
GHP Investment Advisors
Colorado
$1.31M -$94.6K -933 -7%
MCP
1240
Mirador Capital Partners
California
$1.3M +$5.38K +53 +0.4%
PTB
1241
Pioneer Trust Bank
Oregon
$1.3M +$1.25M +12,309 New
TH
1242
TCTC Holdings
Texas
$1.29M -$13.8K -136 -1%
CT
1243
Coastline Trust
Rhode Island
$1.29M +$56.8K +560 +5%
BTNA
1244
Bremer Trust National Association
Minnesota
$1.28M -$30.6K -302 -2%
KP
1245
Keel Point
Alabama
$1.27M -$2.84K -28 -0.2%
IFWM
1246
Institute for Wealth Management
Colorado
$1.27M +$98.6K +972 +9%
NA
1247
NewEdge Advisors
Louisiana
$1.26M +$482K +4,749 +67%
SWA
1248
SFMG Wealth Advisors
Texas
$1.26M +$14K +138 +1%
RCAG
1249
Rehmann Capital Advisory Group
Michigan
$1.26M -$54.2K -534 -4%
KLI
1250
Kelman-Lazarov Inc
Tennessee
$1.25M +$862K +8,497 +254%

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.