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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
BLAM
1301
Bourne Lent Asset Management
New York
$1.02M
OWP
1302
Obermeyer Wealth Partners
Colorado
$1.02M -$63.9K -630 -6%
MNBTD
1303
Moody National Bank Trust Division
Texas
$1.02M -$297K -2,930 -23%
ST
1304
Smithfield Trust
Pennsylvania
$1.01M +$12.9K +127 +1%
CIM
1305
CenturyLink Investment Management
Colorado
$1.01M
SAMC
1306
Spectrum Asset Management (California)
California
$1M +$965K +9,510 New
OA
1307
Oak Associates
Ohio
$1M
HW
1308
Hancock Whitney
Mississippi
$999K +$963K +9,492 New
SS
1309
Sunbelt Securities
Texas
$995K +$959K +9,456 New
FNBOH
1310
First National Bank of Hutchinson
Kansas
$993K -$30.4K -300 -3%
LPIC
1311
LeJeune Puetz Investment Counsel
Michigan
$987K -$20.3K -200 -2%
RC
1312
Roundview Capital
New Jersey
$981K -$261K -2,575 -22%
NDSI
1313
Newman Dignan & Sheerar Inc
Rhode Island
$978K +$132K +1,300 +16%
AIM
1314
Aspen Investment Management
Michigan
$976K
WAS
1315
WESPAC Advisors SoCal
California
$973K -$17.7K -175 -2%
KFS
1316
Kurt F. Somerville
$973K
ANRIA
1317
American National Registered Investment Advisor
Texas
$966K -$304K -3,000 -25%
Lido Advisors
1318
Lido Advisors
California
$965K +$44.3K +437 +5%
CA
1319
Continuum Advisory
Idaho
$962K +$73.1K +721 +9%
FMWA
1320
Forvis Mazars Wealth Advisors
Missouri
$953K -$92.9K -916 -9%
WIS
1321
Wright Investors Service
Connecticut
$953K +$413K +4,072 +82%
IIC
1322
Ironwood Investment Counsel
Arizona
$951K -$39.6K -390 -4%
LCM
1323
Lee Capital Management
New York
$947K -$1.36M -13,410 -60%
AAS
1324
Annex Advisory Services
Wisconsin
$941K +$36.8K +363 +4%
BCM
1325
Brookstone Capital Management
Illinois
$938K +$22.1K +218 +3%

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.