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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
FCAG
1476
First Capital Advisors Group
New Jersey
$538K -$170K -1,681 -25%
PSC
1477
Prentiss Smith & Co
Vermont
$537K
FRM
1478
Fox Run Management
Connecticut
$537K +$517K +5,100 New
VC
1479
Vicus Capital
Pennsylvania
$536K -$29.3K -289 -5%
RCM
1480
RNC Capital Management
California
$535K -$75.3K -742 -13%
ICM
1481
IMS Capital Management
Oregon
$535K +$20.5K +202 +4%
MIM
1482
Manitou Investment Management
Ontario, Canada
$534K -$40.6K -400 -7%
PNC
1483
Park National Corp
Ohio
$528K +$17.2K +170 +4%
USGIU
1484
U.S. Global Investors (USGI)
Texas
$526K +$507K +5,000 New
TCM
1485
Tradewinds Capital Management
Washington
$524K -$507 -5 -0.1%
CWP
1486
Capital Wealth Planning
Florida
$521K -$27.4M -270,378 -98%
JFA
1487
JNBA Financial Advisors
Minnesota
$521K
WIC
1488
Whitegate Investment Counselors
New Hampshire
$519K
MCM
1489
Manchester Capital Management
Vermont
$513K
WP
1490
WealthSource Partners
California
$513K +$29.6K +292 +6%
JA
1491
JLB & Associates
Michigan
$506K +$20.2K +199 +4%
MWM
1492
Mission Wealth Management
California
$503K -$8.32K -82 -2%
MC
1493
Menta Capital
California
$501K +$483K +4,765 New
MCM
1494
Maryland Capital Management
Maryland
$500K +$30.4K +300 +7%
WI
1495
Wedgewood Investors
Pennsylvania
$497K
SS
1496
Simplicity Solutions
Minnesota
$493K -$1.68M -16,553 -78%
KSA
1497
Ken Stern & Associates
California
$490K -$7.5K -74 -2%
RGIA
1498
Rainier Group Investment Advisory
Washington
$484K -$15.4K -152 -3%
CFA
1499
Capstone Financial Advisors
Illinois
$484K -$11.9K -117 -2%
CL
1500
CIM LLC
New York
$481K -$208K -2,053 -31%

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.