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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
ED
1501
Exane Derivatives
France
$416K -$278 -3 -0.1%
GLA
1502
Good Life Advisors
Pennsylvania
$411K +$48.1K +518 +14%
GW
1503
GW & Wade
Massachusetts
$410K +$43.6K +470 +12%
CPSAC
1504
Chas P. Smith & Associates (CPS)
Florida
$404K -$20.6K -222 -5%
MIM
1505
Marco Investment Management
Georgia
$403K
BW
1506
Bison Wealth
Georgia
$402K +$3.16K +34 +0.8%
BCM
1507
Bienville Capital Management
New York
$401K +$6.78K +73 +2%
VIA
1508
Vident Investment Advisory
Georgia
$400K -$683K -7,361 -77%
GIP
1509
Greatmark Investment Partners
Georgia
$399K
AWA
1510
Arete Wealth Advisors
Illinois
$399K +$5.2K +56 +1%
HTC
1511
Haverford Trust Company
Pennsylvania
$397K +$29.7K +320 +8%
SIAS
1512
Shine Investment Advisory Services
Colorado
$396K
CWM
1513
Cornerstone Wealth Management
Missouri
$396K +$37.5K +404 +11%
BMM
1514
Buffington Mohr McNeal
Idaho
$396K +$392K +4,227 New
RC
1515
RegentAtlantic Capital
New Jersey
$395K +$11K +119 +3%
MWP
1516
MYCIO Wealth Partners
Pennsylvania
$393K -$533K -5,746 -58%
GLI
1517
Guardian Life Insurance
New York
$392K -$279K -3,002 -42%
MCWS
1518
McKinley Carter Wealth Services
West Virginia
$391K -$1.11K -12 -0.3%
SBSB
1519
Sullivan, Bruyette, Speros & Blaney
Virginia
$386K +$9.19K +99 +2%
CWM
1520
Circle Wealth Management
New Jersey
$382K +$7.8K +84 +2%
WG
1521
Welch Group
Alabama
$377K +$60.7K +654 +19%
SCM
1522
SOL Capital Management
Maryland
$373K -$74.2K -800 -17%
JIC
1523
Joel Isaacson & Co
New York
$371K
CSIC
1524
Clifford Swan Investment Counsel
California
$370K +$366K +3,946 New
BMC
1525
Beaton Management Company
Massachusetts
$370K +$367K +3,950 New

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.