We are live on ! Find out more

1,728 hedge funds and large institutions have $155B invested in Visa in 2017 Q1 according to their latest regulatory filings, with 145 funds opening new positions, 679 increasing their positions, 715 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

241% more call options, than puts

Call options by funds: $2.89B | Put options by funds: $846M

138% more first-time investments, than exits

New positions opened: 145 | Existing positions closed: 61

19% more funds holding in top 10

Funds holding in top 10: 238284 (+46)

13% more capital invested

Capital invested by funds: $137B → $155B (+$18.1B)

4% more funds holding

Funds holding: 1,6641,728 (+64)

0.75% less ownership

Funds ownership: 94.58%93.83% (-0.75%)

5% less repeat investments, than reductions

Existing positions increased: 679 | Existing positions reduced: 715

Holders
1,728
Holders Change
+64
Holders Change %
+3.85%
% of All Funds
43.01%
Holding in Top 10
284
Holding in Top 10 Change
+46
Holding in Top 10 Change %
+19.33%
% of All Funds
7.07%
New
145
Increased
679
Reduced
715
Closed
61
Calls
$2.89B
Puts
$846M
Net Calls
+$2.04B
Net Calls Change
+$664M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1576
BTC Capital Management
Iowa
$233K -$6.02K -70 -3%
LA
1577
LVW Advisors
New York
$231K -$109K -1,265 -33%
BCM
1578
Blume Capital Management
California
$231K -$8.6K -100 -4%
SMH
1579
Sanders Morris Harris
Texas
$231K +$224K +2,600 New
ZF
1580
Zhang Financial
Michigan
$230K +$166K +1,926 New
SGK
1581
Steigerwald Gordon & Koch
Virginia
$227K
BL
1582
BFSG LLC
California
$227K +$219K +2,550 New
WAM
1583
Winslow Asset Management
Ohio
$227K +$219K +2,550 New
FNBSF
1584
First National Bank Sioux Falls
South Dakota
$227K +$220K +2,552 New
PL
1585
Plancorp LLC
Missouri
$226K -$6.45K -75 -3%
AW
1586
Alpha Windward
Massachusetts
$226K -$3.1K -36 -1%
BOS
1587
Bingham Osborn & Scarborough
California
$226K +$218K +2,539 New
WPA
1588
West Paces Advisors
Georgia
$226K
IDBONY
1589
Israel Discount Bank of New York
New York
$225K -$174K -2,027 -44%
LC
1590
LCNB Corp
Ohio
$224K +$216K +2,512 New
EWM
1591
Evermay Wealth Management
Virginia
$224K +$217K +2,517 New
EFSCE
1592
Enterprise Financial Services Corp (EFSC)
Missouri
$222K
SCA
1593
Sippican Capital Advisors
Massachusetts
$222K +$215K +2,500 New
BAM
1594
Berkshire Asset Management
Pennsylvania
$221K +$214K +2,490 New
LWM
1595
Lyell Wealth Management
California
$220K +$213K +2,472 New
CBN
1596
Cadence Bank NA
Texas
$219K -$64.9K -754 -23%
GC
1597
Gratus Capital
Georgia
$218K +$211K +2,458 New
PAG
1598
Private Advisory Group
Washington
$216K -$35.2K -409 -14%
GS
1599
Girard Securities
California
$215K -$80.5K -936 -28%
CCM
1600
CWH Capital Management
Washington
$215K +$209K +2,428 New

V Hedge Fund Activity: Q1 2017 in Review

1,728 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Visa (V) for Q1 2017, worth a combined $155B — up 13% from $137B a quarter earlier.

Buyers outnumbered sellers: 145 funds opened new V positions and 61 closed out — a net gain of 84 holders — while 679 added to existing stakes and 715 trimmed.

The largest buyer was BlackRock, adding an estimated $9.38B. The largest seller was 1832 Asset Management, cutting an estimated $554M.

  • 1,728 institutional investors held Visa (V) as of Q1 2017, up from 1,664 in Q4 2016.
  • Funds reported $155B of Visa stock for Q1 2017, up 13% quarter-over-quarter.
  • 145 funds opened new Visa positions in Q1 2017 and 61 closed out, a net change of +84 holders.
  • The largest Visa buyer in Q1 2017 was BlackRock, an estimated $9.38B added.
  • The largest Visa seller in Q1 2017 was 1832 Asset Management, an estimated $554M sold.

Based on aggregated 13F filings for Q1 2017.