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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
IRS
1326
Invictus RG (Singapore)
Singapore
$31K -$159K -2,343 -83%
GXMC
1327
Global X Management Company
New York
$29K +$5.49K +81 +24%
AP
1328
Atwood & Palmer
Missouri
$29K +$10.3K +152 +55%
AA
1329
Apriem Advisors
California
$27K
FI
1330
FCM Investments
Texas
$27K
HDIM
1331
Hanson & Doremus Investment Management
Vermont
$27K
MCA
1332
Mercer Capital Advisers
New Jersey
$27K
NSIM
1333
North Star Investment Management
Illinois
$27K
PSI
1334
Pinnacle Summer Investments
Virginia
$26K -$132K -1,945 -84%
LFR
1335
Lehman Financial Resources
Pennsylvania
$26K
RA
1336
Rational Advisors
New York
$26K
CFG
1337
CKW Financial Group
Hawaii
$25K
GWA
1338
Genesis Wealth Advisors
Massachusetts
$25K +$18.4K +272 +272%
IFA
1339
Interactive Financial Advisors
Illinois
$23K
CFA
1340
Camarda Financial Advisors
Florida
$21K
HI
1341
Hudock Inc
Pennsylvania
$21K +$68 +1 +0.3%
QAM
1342
QCI Asset Management
New York
$20K -$1.63K -24 -7%
MA
1343
MCF Advisors
Kentucky
$20K
RCG
1344
Ruggie Capital Group
Florida
$20K
AIM
1345
Arcadia Investment Management
Michigan
$20K +$20.3K +300 New
CHP
1346
Cable Hill Partners
Oregon
$19K
HFM
1347
Hartford Financial Management
Connecticut
$19K +$19.3K +285 New
AC
1348
Alexandria Capital
Virginia
$15K -$339 -5 -2%
AF
1349
Allworth Financial
California
$15K
AH
1350
Achievement Holdings
Illinois
$14.9K +$15M +222,000 New

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.