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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
SFA
1451
Sequoia Financial Advisors
Ohio
$609K -$89.8K -885 -13%
HFA
1452
High Falls Advisors
New York
$605K -$23.9K -236 -4%
BIMC
1453
Benson Investment Management Company
Virginia
$604K
CA
1454
Cambridge Advisors
Nebraska
$604K +$15.2K +150 +3%
SPWA
1455
SteelBridge Private Wealth Advisors
Florida
$603K -$29K -286 -5%
UIM
1456
Underhill Investment Management
California
$603K
BCM
1457
Brown Capital Management
Maryland
$601K -$6.08K -60 -1%
AssetMark Inc
1458
AssetMark Inc
California
$596K -$1.4M -13,841 -71%
LBC
1459
Lowe Brockenbrough & Co
Virginia
$593K -$26.4K -260 -4%
LWAC
1460
Laurel Wealth Advisors (California)
California
$589K +$4.67K +46 +0.8%
GIM
1461
Groesbeck Investment Management
New Jersey
$588K
GD
1462
Grandfield & Dodd
New York
$575K -$20.3K -200 -4%
BAM
1463
Berkshire Asset Management
Pennsylvania
$575K +$290K +2,858 +110%
BWM
1464
Bernicke Wealth Management
Wisconsin
$573K +$71.8K +708 +15%
GLA
1465
Good Life Advisors
Pennsylvania
$570K +$102K +1,004 +23%
WP
1466
WealthPLAN Partners
Nebraska
$568K -$67.9K -669 -11%
LC
1467
Lourd Capital
California
$566K +$1.12K +11 +0.2%
GP
1468
Geneva Partners
Wisconsin
$564K +$544K +5,359 New
SWA
1469
Sutton Wealth Advisors
Florida
$560K
UBWV
1470
United Bank (West Virginia)
West Virginia
$554K -$27.2K -268 -5%
GEA
1471
Glen Eagle Advisors
New Jersey
$553K -$159K -1,565 -23%
HTHT
1472
Hemenway Trust Hemenway Trust
New Hampshire
$550K -$10.1K -100 -2%
GWCM
1473
Godshalk Welsh Capital Management
Pennsylvania
$547K -$81.1K -800 -13%
AIM
1474
Acropolis Investment Management
Missouri
$539K -$131K -1,294 -20%
RC
1475
RBO & Co
California
$539K

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.