We are live on ! Find out more

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
CB
1551
Community Bank
New York
$389K -$7.1K -70 -2%
MGIA
1552
Moneta Group Investment Advisors
Missouri
$388K +$374K +3,691 New
HHGA
1553
Halbert Hargrove Global Advisors
California
$384K -$19.4K -191 -5%
WG
1554
Welch Group
Alabama
$383K -$39K -385 -10%
BFPW
1555
BOK Financial Private Wealth
Colorado
$381K -$6.08K -60 -2%
HCM
1556
Harvest Capital Management
New Hampshire
$381K
BW
1557
Bison Wealth
Georgia
$380K -$68.5K -675 -16%
ACA
1558
Anchor Capital Advisors
Massachusetts
$379K -$5.17K -51 -1%
Boston Partners
1559
Boston Partners
Massachusetts
$379K
Carson Wealth (CWM LLC)
1560
Carson Wealth (CWM LLC)
Nebraska
$375K -$31M -305,686 -99%
PL
1561
Perpetual Ltd
Australia
$375K -$16.7M -164,920 -98%
PCM
1562
Pointe Capital Management
Michigan
$372K +$15.5K +153 +5%
EAM
1563
Eagle Asset Management
Florida
$370K +$14.5K +143 +4%
PWMAG
1564
Pinnacle Wealth Management Advisory Group
New Jersey
$367K -$23.8K -235 -6%
PHAM
1565
Palisades Hudson Asset Management
Florida
$367K
CCM
1566
CWH Capital Management
Washington
$366K
AL
1567
Aspiriant LLC
California
$365K +$41.3K +407 +13%
ECM
1568
Elgethun Capital Management
South Dakota
$359K
CCMD
1569
Cypress Capital Management (Delaware)
Delaware
$358K
VCM
1570
Versant Capital Management
Arizona
$356K -$21.3K -210 -6%
SFWA
1571
Summit Financial Wealth Advisors
Louisiana
$352K
SHCM
1572
Stokes & Hubbell Capital Management
Louisiana
$351K
IC
1573
InterOcean Capital
Illinois
$351K +$86.2K +850 +34%
BC
1574
Bartlett & Co
Ohio
$345K
SCM
1575
SOL Capital Management
Maryland
$344K -$71K -700 -18%

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.