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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
CIP
1601
Convergence Investment Partners
Florida
$261K +$258K +2,781 New
DWM
1602
Darwin Wealth Management
Florida
$259K +$2.32K +25 +0.9%
SIM
1603
Sadoff Investment Management
Wisconsin
$258K -$12.3K -132 -5%
MCA
1604
Morris Capital Advisors
Pennsylvania
$258K
NSIM
1605
North Star Investment Management
Illinois
$258K +$213K +2,299 +503%
PL
1606
Plancorp LLC
Missouri
$254K +$14.8K +159 +6%
Aristotle Capital Management
1607
Aristotle Capital Management
California
$253K
CBN
1608
Cadence Bank NA
Texas
$253K +$20.8K +224 +9%
CMBA
1609
C.M. Bidwell & Associates
Hawaii
$252K -$51.5K -555 -17%
SIG
1610
Sky Investment Group
Connecticut
$252K +$2.32K +25 +0.9%
FPCP
1611
Fort Point Capital Partners
California
$250K -$37.1K -400 -13%
HIC
1612
Harvey Investment Company
Kentucky
$250K
CPO
1613
Cerity Partners OCIO
New York
$248K -$24.3K -262 -8%
GKWIM
1614
Gerber Kawasaki Wealth & Investment Management
California
$248K +$243K +2,617 New
BCM
1615
BTC Capital Management
Iowa
$247K
SGK
1616
Steigerwald Gordon & Koch
Virginia
$247K +$6.5K +70 +3%
LC
1617
LCNB Corp
Ohio
$246K +$10.2K +110 +4%
JFGLC
1618
Johnson Financial Group LLC (Colorado)
Colorado
$245K -$650 -7 -0.3%
BOS
1619
Bingham Osborn & Scarborough
California
$245K +$6.68K +72 +3%
SMH
1620
Sanders Morris Harris
Texas
$244K
BAM
1621
Berkshire Asset Management
Pennsylvania
$244K +$10.4K +112 +4%
KF
1622
Krilogy Financial
Missouri
$241K +$650 +7 +0.3%
EFSCE
1623
Enterprise Financial Services Corp (EFSC)
Missouri
$241K +$6.22K +67 +3%
AIP
1624
Ahrens Investment Partners
Louisiana
$241K +$239K +2,570 New
BCM
1625
Blume Capital Management
California
$240K -$3.71K -40 -2%

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.