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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
MCM
1476
Manchester Capital Management
Vermont
$457K -$9.28K -100 -2%
ICM
1477
IMS Capital Management
Oregon
$457K +$4.46K +48 +1%
MWM
1478
Mission Wealth Management
California
$456K -$46.9K -505 -9%
NED
1479
Nancy E. Dempze
$456K
PNC
1480
Park National Corp
Ohio
$454K +$23.7K +255 +6%
FFA
1481
First Foundation Advisors
California
$450K -$275K -2,962 -38%
RGIA
1482
Rainier Group Investment Advisory
Washington
$446K
CIAS
1483
Capital Investment Advisory Services
North Carolina
$445K +$1.86K +20 +0.4%
BWM
1484
Bernicke Wealth Management
Wisconsin
$444K +$160K +1,728 +57%
WI
1485
Wedgewood Investors
Pennsylvania
$443K
CFA
1486
Capstone Financial Advisors
Illinois
$442K +$4.27K +46 +1%
KSA
1487
Ken Stern & Associates
California
$440K
JA
1488
JLB & Associates
Michigan
$432K +$428K +4,612 New
WP
1489
WealthSource Partners
California
$429K +$64.6K +696 +18%
LBA
1490
Letko, Brosseau & Associates
Quebec, Canada
$428K
PWAG
1491
Polaris Wealth Advisory Group
California
$428K +$162K +1,741 +62%
WG
1492
Winton Group
United Kingdom
$427K +$56.4K +608 +15%
HA
1493
Harfst & Associates
Wyoming
$425K -$106K -1,147 -20%
HT
1494
Heritage Trust
Oklahoma
$424K +$142K +1,535 +51%
MCM
1495
MV Capital Management
Maryland
$421K -$18.2K -196 -4%
FC
1496
Fayerweather Charles
$421K
ACA
1497
Ackerman Capital Advisors
Texas
$421K +$417K +4,492 New
BO
1498
BRR OpCo
Ohio
$419K
ITIM
1499
Indiana Trust & Investment Management
Indiana
$419K
MCM
1500
Maryland Capital Management
Maryland
$418K +$85.3K +919 +26%

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.