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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
CPIG
1351
Chicago Partners Investment Group
Illinois
$13K
BWA
1352
Burt Wealth Advisors
Maryland
$13K +$13.6K +200 New
CA
1353
CapWealth Advisors
Tennessee
$10K -$20.1K -296 -67%
OSAM
1354
O'Shaughnessy Asset Management
Connecticut
$10K -$7.46K -110 -43%
LWM
1355
LBA Wealth Management
Florida
$8K
SFWA
1356
Summit Financial Wealth Advisors
Louisiana
$8K
RBC
1357
Roble Belko & Company
Pennsylvania
$7K
VCM
1358
Vigilant Capital Management
Maine
$7K
CFSG
1359
Community Financial Services Group
Vermont
$6K -$12.2K -180 -68%
RIA
1360
Regal Investment Advisors
Michigan
$6K
EWM
1361
Edge Wealth Management
New York
$5K
PRS
1362
Pinkerton Retirement Specialists
Idaho
$5K +$4.61K +68 New
AT
1363
Arden Trust
Delaware
$4.04K -$176K -2,595 -4%
NC
1364
NewSquare Capital
Pennsylvania
$4K -$109K -1,607 -97%
LWA
1365
Lowe Wealth Advisors
Maryland
$4K
HR
1366
Howe & Rusling
New York
$4K +$3.79K +56 New
RWM
1367
Rezny Wealth Management
Florida
$4K +$4.61K +68 New
CFS
1368
Commonwealth Financial Services
West Virginia
$2K
MIM
1369
Macroview Investment Management
Maryland
$2K
SA
1370
SRH Advisors
Kansas
$2K
FMP
1371
Financial Management Professionals
Texas
$2K +$2.71K +40 New
Fiera Capital (Canada)
1372
Fiera Capital (Canada)
Quebec, Canada
$1.82K +$1.84M +27,128 New
WCM
1373
Wealthcare Capital Management
Virginia
$1K -$57.2K -844 -99%
AA
1374
AlphaMark Advisors
Kentucky
$1K +$1.02K +15 +750%
KCPG
1375
Kavar Capital Partners Group
Kansas
$1K +$1.76K +26 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.