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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
AL
1576
Aspiriant LLC
California
$287K -$277K -2,988 -49%
RIA
1577
RPG Investment Advisory
California
$287K -$248K -2,673 -47%
AWE
1578
Avidian Wealth Enterprises
Texas
$287K +$25.2K +271 +10%
KA
1579
KLCM Advisors
Wisconsin
$287K +$37.1K +400 +15%
BST
1580
Bath Savings Trust
Maine
$287K +$284K +3,063 New
WRM
1581
Weybosset Research & Management
Rhode Island
$284K +$13K +140 +5%
VV
1582
Verity & Verity
South Carolina
$283K +$24.6K +265 +10%
RW
1583
REDW Wealth
New Mexico
$282K -$12.3K -132 -4%
PC
1584
Permit Capital
Pennsylvania
$281K
BC
1585
Barnett & Company
Tennessee
$281K +$186K +2,008 +202%
SKK
1586
Shepherd Kaplan Krochuk
Massachusetts
$281K +$278K +3,000 New
CGL
1587
Clarius Group LLC
Washington
$280K
GIA
1588
Guyasuta Investment Advisors
Pennsylvania
$279K
IIC
1589
Integrated Investment Consultants
Michigan
$278K
LK
1590
Lumbard & Kellner
New Hampshire
$276K
AIS
1591
American Investment Services
Massachusetts
$275K +$59.7K +643 +28%
DWM
1592
Destination Wealth Management
California
$274K -$5.94K -64 -2%
DAC
1593
Dividend Assets Capital
South Carolina
$272K
BCP
1594
Berkeley Capital Partners
Georgia
$270K +$8.35K +90 +3%
TNBTD
1595
Trustmark National Bank Trust Department
Mississippi
$269K +$267K +2,874 New
HCP
1596
Holt Capital Partners
Texas
$267K
SAA
1597
Southeast Asset Advisors
Georgia
$263K
IIA
1598
IPG Investment Advisors
California
$263K -$555K -5,984 -68%
FNBOO
1599
First National Bank of Omaha
Nebraska
$261K -$226K -2,430 -47%
GS
1600
Girard Securities
California
$261K +$32.7K +352 +15%

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.