We are live on ! Find out more

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
HR
1351
Howe & Rusling
New York
$855K +$794K +7,826 +2,600%
BFM
1352
Boothbay Fund Management
New York
$852K -$935K -9,220 -53%
WI
1353
WrapManager Inc
California
$851K -$624K -6,156 -43%
GAG
1354
GM Advisory Group
New York
$851K -$1.62K -16 -0.2%
RS
1355
Robeco Schweiz
Switzerland
$849K +$489K +4,817 +146%
PFBT
1356
Parkside Financial Bank & Trust
Missouri
$848K -$4.46K -44 -0.5%
SFI
1357
SPC Financial Inc
Maryland
$845K -$33.6K -331 -4%
SCA
1358
Sage Capital Advisors
South Dakota
$845K +$7.4K +73 +0.9%
CA
1359
Callahan Advisors
Texas
$840K -$26.1K -257 -3%
MPI
1360
Mairs & Power Inc
Minnesota
$833K -$19.1K -188 -2%
MFW
1361
Mosaic Family Wealth
Missouri
$833K +$89.3K +880 +13%
GBT
1362
Grove Bank & Trust
Florida
$833K +$97K +956 +14%
UBG
1363
United Bank (Georgia)
Georgia
$830K +$3.14K +31 +0.4%
CFA
1364
Cahill Financial Advisors
Minnesota
$825K +$91.3K +900 +13%
WAM
1365
Weatherly Asset Management
California
$822K -$6.49K -64 -0.8%
DP
1366
Dearborn Partners
Illinois
$820K -$1.09M -10,742 -58%
MWM
1367
Meridian Wealth Management
Kentucky
$820K -$13.5K -133 -2%
RMAM
1368
Raab & Moskowitz Asset Management
New Jersey
$816K
AWA
1369
ARS Wealth Advisors
Florida
$816K +$55.6K +548 +8%
JFGIW
1370
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$812K -$8.82K -87 -1%
CAW
1371
Cornerstone Advisors (Washington)
Washington
$806K -$28.9K -285 -4%
SIC
1372
Salem Investment Counselors
North Carolina
$803K +$112K +1,100 +17%
CCP
1373
Corient Capital Partners
California
$799K -$215K -2,115 -22%
DA
1374
DSC Advisors
Illinois
$799K +$31.8K +314 +4%
HFM
1375
Hartford Financial Management
Connecticut
$797K +$113K +1,115 +17%

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.