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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
GFPC
1376
Global Financial Private Capital
Florida
$794K +$766K +7,548 New
PMFA
1377
Plante Moran Financial Advisors
Michigan
$792K -$15.1K -149 -2%
ACM
1378
Aviance Capital Management
Florida
$791K +$763K +7,519 New
NB
1379
Nicolet Bankshares
Wisconsin
$790K -$68.2K -672 -8%
MMA
1380
Miracle Mile Advisors
California
$788K -$1.93K -19 -0.3%
GW
1381
GW & Wade
Massachusetts
$788K +$316K +3,112 +71%
SGI
1382
Summit Global Investments
Utah
$786K +$83.2K +820 +12%
SFSG
1383
Stearns Financial Services Group
North Carolina
$784K -$135K -1,329 -15%
CWM
1384
Confluence Wealth Management
Oregon
$783K -$24.8K -245 -3%
IWM
1385
IHT Wealth Management
Illinois
$780K -$20.9K -206 -3%
RWML
1386
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$775K
PCMM
1387
Private Capital Management (Minnesota)
Minnesota
$774K
RCM
1388
Radnor Capital Management
Pennsylvania
$773K
DBIA
1389
Dumont & Blake Investment Advisors
New Jersey
$772K -$507 -5 -0.1%
FAM
1390
Fortaleza Asset Management
Illinois
$768K
GHA
1391
Garcia Hamilton & Associates
Texas
$762K -$1.21M -11,965 -62%
ECM
1392
Estabrook Capital Management
New York
$761K -$153K -1,510 -17%
WTB
1393
Washington Trust Bank
Washington
$760K +$337K +3,324 +85%
SMC
1394
Smith, Moore & Co
Missouri
$756K +$167K +1,646 +30%
JIP
1395
Jaffetilchin Investment Partners
Florida
$756K +$220K +2,174 +43%
GI
1396
Gradient Investments
Minnesota
$751K +$2.33K +23 +0.3%
PCM
1397
Penserra Capital Management
California
$749K +$220K +2,173 +44%
LMAM
1398
Legg Mason Asset Management
Japan
$748K +$720K +7,100 New
ACM
1399
AlphaStar Capital Management
North Carolina
$747K +$720K +7,096 New
NCMW
1400
Northern Capital Management (Wisconsin)
Wisconsin
$744K -$86.2K -850 -11%

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.