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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
AHB
1601
Abner Herrman & Brock
New Jersey
$308K +$46.4K +457 +18%
DWM
1602
Destination Wealth Management
California
$305K -$2.43K -24 -0.8%
DAC
1603
Dividend Assets Capital
South Carolina
$304K -$1.62K -16 -0.6%
LCS
1604
Levin Capital Strategies
New York
$304K +$293K +2,885 New
GKWIM
1605
Gerber Kawasaki Wealth & Investment Management
California
$303K +$22.5K +222 +8%
SAM
1606
SignalPoint Asset Management
Missouri
$301K +$290K +2,862 New
FHB
1607
First Hawaiian Bank
Hawaii
$300K -$53.2K -525 -16%
HCP
1608
Holt Capital Partners
Texas
$300K
FI
1609
FormulaFolio Investments
Michigan
$299K +$288K +2,844 New
GH
1610
GAM Holding
Switzerland
$298K -$34M -335,075 -99%
EGA
1611
E&G Advisors
Texas
$296K +$285K +2,808 New
SAA
1612
Southeast Asset Advisors
Georgia
$295K
TW
1613
Transform Wealth
Colorado
$295K +$284K +2,805 New
TDC
1614
Thompson Davis & Co
Virginia
$294K -$472K -4,654 -63%
BCP
1615
Berkeley Capital Partners
Georgia
$293K -$8.82K -87 -3%
BB
1616
Bell Bank
North Dakota
$293K +$283K +2,787 New
FNBOO
1617
First National Bank of Omaha
Nebraska
$291K -$2.03K -20 -0.7%
SIM
1618
Sadoff Investment Management
Wisconsin
$290K
MCA
1619
Morris Capital Advisors
Pennsylvania
$289K
WRM
1620
Weybosset Research & Management
Rhode Island
$287K -$30.4K -300 -10%
CIP
1621
Convergence Investment Partners
Florida
$287K -$4.97K -49 -2%
PL
1622
Plancorp LLC
Missouri
$286K
Aristotle Capital Management
1623
Aristotle Capital Management
California
$284K
CSM
1624
CAMG Solamere Management
North Carolina
$284K +$273K +2,688 New
GS
1625
Girard Securities
California
$283K -$8.01K -79 -3%

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.