We are live on ! Find out more

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
KFS
1526
Kissinger Financial Services
Maryland
$369K -$21.1K -227 -5%
FA
1527
Fortis Advisors
Pennsylvania
$368K
MPIA
1528
Mountain Pacific Investment Advisers
Idaho
$365K
TIA
1529
Tiemann Investment Advisors
California
$365K
WTB
1530
Washington Trust Bank
Washington
$365K +$2.97K +32 +0.8%
OIA
1531
OneDigital Investment Advisors
Kansas
$365K +$361K +3,892 New
OC
1532
Oakworth Capital
Alabama
$364K
HHGA
1533
Halbert Hargrove Global Advisors
California
$360K -$50.9K -548 -12%
SIM
1534
SSI Investment Management
California
$359K -$3.71K -40 -1%
EGA
1535
Eagle Global Advisors
Texas
$357K +$97.9K +1,055 +38%
MLIC
1536
Mandatum Life Insurance Company
Finland
$356K -$251K -2,700 -42%
QCG
1537
Quadrant Capital Group
Ohio
$356K -$23.6K -254 -6%
CB
1538
Community Bank
New York
$353K
VWM
1539
Venturi Wealth Management
Texas
$351K -$11.4K -123 -3%
PWMAG
1540
Pinnacle Wealth Management Advisory Group
New Jersey
$349K +$77.5K +835 +29%
IA
1541
Independence Advisors
Pennsylvania
$348K +$6.96K +75 +2%
BFPW
1542
BOK Financial Private Wealth
Colorado
$345K -$5.2K -56 -2%
ACA
1543
Anchor Capital Advisors
Massachusetts
$342K +$4.73K +51 +1%
HCM
1544
Harvest Capital Management
New Hampshire
$339K
Boston Partners
1545
Boston Partners
Massachusetts
$338K -$2.05M -22,100 -86%
VCM
1546
Versant Capital Management
Arizona
$337K -$4.36K -47 -1%
WOC
1547
West Oak Capital
California
$337K
PHAM
1548
Palisades Hudson Asset Management
Florida
$327K
CCM
1549
CWH Capital Management
Washington
$326K +$97.5K +1,050 +43%
EWA
1550
Exencial Wealth Advisors
Oklahoma
$324K +$320K +3,451 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.