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1,664 hedge funds and large institutions have $137B invested in Visa in 2016 Q4 according to their latest regulatory filings, with 208 funds opening new positions, 636 increasing their positions, 644 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more call options, than puts

Call options by funds: $2.41B | Put options by funds: $1.03B

112% more first-time investments, than exits

New positions opened: 208 | Existing positions closed: 98

6% more funds holding

Funds holding: 1,5771,664 (+87)

1.95% more ownership

Funds ownership: 92.62%94.58% (+2%)

1% less repeat investments, than reductions

Existing positions increased: 636 | Existing positions reduced: 644

4% less capital invested

Capital invested by funds: $143B → $137B (-$5.75B)

10% less funds holding in top 10

Funds holding in top 10: 264238 (-26)

Holders
1,664
Holders Change
+87
Holders Change %
+5.52%
% of All Funds
41.59%
Holding in Top 10
238
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-9.85%
% of All Funds
5.95%
New
208
Increased
636
Reduced
644
Closed
98
Calls
$2.41B
Puts
$1.03B
Net Calls
+$1.38B
Net Calls Change
-$69.2M
Name Holding Trade Value Shares
Change
Change in
Stake
FHAM
1351
Folger Hill Asset Management
New York
$474K +$489K +6,078 New
WAM
1352
Weatherly Asset Management
California
$469K +$8.44K +105 +2%
GWCM
1353
Godshalk Welsh Capital Management
Pennsylvania
$468K
SFA
1354
Sequoia Financial Advisors
Ohio
$466K -$15K -187 -3%
FCH
1355
Freestone Capital Holdings
Washington
$466K +$14.6K +181 +3%
VIA
1356
Vident Investment Advisory
Georgia
$465K -$142K -1,769 -34%
S
1357
SignatureFD
Georgia
$459K +$6.75K +84 +1%
GD
1358
Grandfield & Dodd
New York
$457K
HWA
1359
Heritage Wealth Advisors
Virginia
$454K +$29.4K +366 +7%
USGIU
1360
U.S. Global Investors (USGI)
Texas
$453K +$466K +5,800 New
RIA
1361
RPG Investment Advisory
California
$451K -$6.43K -80 -1%
ANB
1362
Amarillo National Bank
Texas
$451K
SIC
1363
Salem Investment Counselors
North Carolina
$449K +$172K +2,140 +59%
BIMC
1364
Benson Investment Management Company
Virginia
$448K +$461K +5,740 New
FHC
1365
First Heartland Consultants
Missouri
$446K -$56K -697 -11%
WEC
1366
Winslow Evans & Crocker
Massachusetts
$445K -$248K -3,088 -35%
FFWA
1367
FRG Family Wealth Advisors
Washington
$444K +$221K +2,750 +94%
SFS
1368
Sowell Financial Services
Arkansas
$436K +$404K +5,019 New
WPW
1369
Waldron Private Wealth
Pennsylvania
$432K -$16.1K -200 -3%
BWP
1370
Baldwin Wealth Partners
Massachusetts
$431K
HA
1371
Harfst & Associates
Wyoming
$431K +$46K +572 +12%
VFM
1372
Viking Fund Management
North Dakota
$429K +$442K +5,500 New
SCP
1373
Syntal Capital Partners
Texas
$428K +$441K +5,491 New
WCF
1374
West Coast Financial
California
$427K -$64.3K -800 -13%
HFA
1375
High Falls Advisors
New York
$427K -$28.5K -355 -6%

V Hedge Fund Activity: Q4 2016 in Review

1,664 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in Visa (V) for Q4 2016, worth a combined $137B — down 4% from $143B a quarter earlier.

Buyers outnumbered sellers: 208 funds opened new V positions and 98 closed out — a net gain of 110 holders — while 636 added to existing stakes and 644 trimmed.

The largest buyer was MUFG Securities EMEA, opening a new position worth an estimated $884M. The largest seller was Fidelity Investments, cutting an estimated $1.05B.

  • 1,664 institutional investors held Visa (V) as of Q4 2016, up from 1,577 in Q3 2016.
  • Funds reported $137B of Visa stock for Q4 2016, down 4% quarter-over-quarter.
  • 208 funds opened new Visa positions in Q4 2016 and 98 closed out, a net change of +110 holders.
  • The largest Visa buyer in Q4 2016 was MUFG Securities EMEA, an estimated $884M added.
  • The largest Visa seller in Q4 2016 was Fidelity Investments, an estimated $1.05B sold.

Based on aggregated 13F filings for Q4 2016.