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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
WAS
1426
Winch Advisory Services
Wisconsin
$661K +$634K +6,254 New
BEAM
1427
Baker Ellis Asset Management
Washington
$659K
SFG
1428
Summit Financial Group
West Virginia
$658K +$122K +1,200 +24%
CPIG
1429
Chicago Partners Investment Group
Illinois
$648K +$400K +3,941 +178%
WCM
1430
Windsor Capital Management
Arizona
$647K
4IG
1431
440 Investment Group
Kansas
$646K -$80.1K -790 -11%
NB
1432
NBT Bank
New York
$645K +$96.8K +954 +18%
SCI
1433
S&CO Inc
Massachusetts
$642K
CFMC
1434
Curbstone Financial Management Corp
New Hampshire
$642K +$290K +2,860 +88%
AA
1435
ALPS Advisors
Colorado
$642K +$619K +6,102 New
PAS
1436
Park Avenue Securities
New York
$641K +$53.5K +527 +9%
WCF
1437
West Coast Financial
California
$633K +$54.9K +541 +10%
GCP
1438
GSA Capital Partners
United Kingdom
$629K -$364K -3,587 -37%
PCIG
1439
Partners Capital Investment Group
Massachusetts
$629K +$607K +5,980 New
HIIFS
1440
Harel Insurance Investments & Financial Services
Israel
$628K
PK
1441
Pflug Koory
Nebraska
$628K
AAM
1442
American Asset Management
Florida
$626K -$148K -1,460 -20%
RC
1443
RegentAtlantic Capital
New Jersey
$625K +$174K +1,720 +41%
DCM
1444
Driehaus Capital Management
Illinois
$625K +$603K +5,943 New
PFT
1445
Providence First Trust
Arizona
$623K
PFS
1446
Prospera Financial Services
Texas
$617K +$5.58K +55 +0.9%
SCP
1447
Syntal Capital Partners
Texas
$613K -$81.3K -802 -12%
SAM
1448
Summit Asset Management
Tennessee
$612K +$8.32K +82 +1%
HIC
1449
Holderness Investments Company
North Carolina
$610K
OMC
1450
Overbrook Management Corp
New York
$610K

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.