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1,772 hedge funds and large institutions have $162B invested in Visa in 2017 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 748 increasing their positions, 689 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

212% more call options, than puts

Call options by funds: $3.61B | Put options by funds: $1.16B

115% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 53

3% more funds holding

Funds holding: 1,7281,772 (+44)

9% more repeat investments, than reductions

Existing positions increased: 748 | Existing positions reduced: 689

5% more capital invested

Capital invested by funds: $155B → $162B (+$7.02B)

0.31% less ownership

Funds ownership: 93.83%93.52% (-0.31%)

1% less funds holding in top 10

Funds holding in top 10: 284281 (-3)

Holders
1,772
Holders Change
+44
Holders Change %
+2.55%
% of All Funds
44.17%
Holding in Top 10
281
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.06%
% of All Funds
7%
New
114
Increased
748
Reduced
689
Closed
53
Calls
$3.61B
Puts
$1.16B
Net Calls
+$2.46B
Net Calls Change
+$413M
Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
1351
Parkside Financial Bank & Trust
Missouri
$760K +$19.3K +208 +3%
MPI
1352
Mairs & Power Inc
Minnesota
$760K +$168K +1,808 +29%
UAS
1353
United Asset Strategies
New York
$757K +$359K +3,873 +92%
NDSI
1354
Newman Dignan & Sheerar Inc
Rhode Island
$750K +$102K +1,100 +16%
OIA
1355
Optimum Investment Advisors
Illinois
$747K +$122K +1,315 +20%
SCA
1356
Sage Capital Advisors
South Dakota
$746K +$738K +7,957 New
CAW
1357
Cornerstone Advisors (Washington)
Washington
$745K -$56.1K -605 -7%
NCMW
1358
Northern Capital Management (Wisconsin)
Wisconsin
$743K -$4.64K -50 -0.6%
MWM
1359
Meridian Wealth Management
Kentucky
$743K +$13.8K +149 +2%
RG
1360
Rikoon Group
New Mexico
$740K -$17.2K -185 -2%
SC
1361
Savant Capital
Illinois
$739K -$69.9K -753 -9%
RMAM
1362
Raab & Moskowitz Asset Management
New Jersey
$739K +$3.53K +38 +0.5%
WAM
1363
Weatherly Asset Management
California
$739K +$189K +2,038 +35%
DSC
1364
Duncker Streett & Co
Missouri
$737K +$586K +6,317 +412%
UBG
1365
United Bank (Georgia)
Georgia
$736K +$318K +3,431 +78%
JFGIW
1366
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$732K -$1.07M -11,571 -60%
VHAM
1367
Van Hulzen Asset Management
California
$730K -$116K -1,250 -14%
HCM
1368
Highbridge Capital Management
New York
$730K +$723K +7,788 New
SPIA
1369
Steward Partners Investment Advisory
New York
$729K +$34.9K +376 +5%
VWA
1370
V Wealth Advisors
Kansas
$721K -$204K -2,193 -22%
CWM
1371
Confluence Wealth Management
Oregon
$721K +$11.2K +121 +2%
PMFA
1372
Plante Moran Financial Advisors
Michigan
$720K -$2.32K -25 -0.3%
VF
1373
Virtu Financial
New York
$717K +$709K +7,641 New
TPW
1374
Tiller Private Wealth
Pennsylvania
$709K -$15.7K -169 -2%
FHC
1375
First Heartland Consultants
Missouri
$709K +$74.6K +804 +12%

V Hedge Fund Activity: Q2 2017 in Review

1,772 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Visa (V) for Q2 2017, worth a combined $162B — up 4.5% from $155B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new V positions and 53 closed out — a net gain of 61 holders — while 748 added to existing stakes and 689 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $554M. The largest seller was Lone Pine Capital, exiting entirely with an estimated $548M sold.

  • 1,772 institutional investors held Visa (V) as of Q2 2017, up from 1,728 in Q1 2017.
  • Funds reported $162B of Visa stock for Q2 2017, up 4.5% quarter-over-quarter.
  • 114 funds opened new Visa positions in Q2 2017 and 53 closed out, a net change of +61 holders.
  • The largest Visa buyer in Q2 2017 was Janus Henderson Group, an estimated $554M added.
  • The largest Visa seller in Q2 2017 was Lone Pine Capital, an estimated $548M sold.

Based on aggregated 13F filings for Q2 2017.