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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
SIAS
1526
Shine Investment Advisory Services
Colorado
$437K -$8.01K -79 -2%
PCMC
1527
Paragon Capital Management (Colorado)
Colorado
$435K +$420K +4,137 New
CWM
1528
Circle Wealth Management
New Jersey
$434K +$5.07K +50 +1%
AWA
1529
Arete Wealth Advisors
Illinois
$433K -$14K -138 -3%
MCM
1530
MV Capital Management
Maryland
$431K -$40K -394 -9%
OC
1531
Oakworth Capital
Alabama
$431K +$28.4K +280 +7%
CSIC
1532
Clifford Swan Investment Counsel
California
$427K +$11.2K +110 +3%
PM
1533
Parametrica Management
Hong Kong
$426K +$410K +4,045 New
MCWS
1534
McKinley Carter Wealth Services
West Virginia
$423K -$15K -148 -4%
BMC
1535
Beaton Management Company
Massachusetts
$421K +$5.07K +50 +1%
JIC
1536
Joel Isaacson & Co
New York
$417K
VV
1537
Verity & Verity
South Carolina
$416K +$94.8K +935 +31%
TIA
1538
Tiemann Investment Advisors
California
$410K
MPIA
1539
Mountain Pacific Investment Advisers
Idaho
$409K
IIC
1540
Integrated Investment Consultants
Michigan
$406K +$91.2K +899 +30%
OIA
1541
OneDigital Investment Advisors
Kansas
$402K -$6.69K -66 -2%
EGA
1542
Eagle Global Advisors
Texas
$400K
MLIC
1543
Mandatum Life Insurance Company
Finland
$400K
CPSAC
1544
Chas P. Smith & Associates (CPS)
Florida
$399K -$52.4K -517 -12%
VWM
1545
Venturi Wealth Management
Texas
$397K +$1.72K +17 +0.5%
GIA
1546
Guyasuta Investment Advisors
Pennsylvania
$397K +$81.1K +800 +27%
Kovitz Investment Group Partners
1547
Kovitz Investment Group Partners
Illinois
$396K +$68.1K +671 +22%
IA
1548
Independence Advisors
Pennsylvania
$395K +$4.56K +45 +1%
AR
1549
Advisory Research
Illinois
$394K +$37.8K +373 +11%
RGNCM
1550
R.G. Niederhoffer Capital Management
New York
$389K -$609K -6,000 -62%

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.