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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
AW
1626
Alpha Windward
Massachusetts
$239K -$186 -2 -0.1%
WAM
1627
Winslow Asset Management
Ohio
$239K
HFM
1628
Harvest Fund Management
China
$239K +$162K +1,743 +216%
CI
1629
Cavalier Investments
Georgia
$239K +$236K +2,545 New
WPA
1630
West Paces Advisors
Georgia
$238K
RCWMU
1631
Rothschild & Co Wealth Management (UK)
United Kingdom
$237K +$234K +2,526 New
BL
1632
BFSG LLC
California
$236K -$2.97K -32 -1%
EWM
1633
Evermay Wealth Management
Virginia
$236K
SCA
1634
Sippican Capital Advisors
Massachusetts
$234K
IC
1635
InterOcean Capital
Illinois
$233K -$32.9K -354 -12%
AHB
1636
Abner Herrman & Brock
New Jersey
$232K -$21.3K -230 -9%
FNBSF
1637
First National Bank Sioux Falls
South Dakota
$232K -$6.96K -75 -3%
GC
1638
Gratus Capital
Georgia
$231K +$186 +2 +0.1%
RWM
1639
RKL Wealth Management
Pennsylvania
$231K +$227K +2,450 New
SSG
1640
Summit Securities Group
New York
$231K +$229K +2,465 New
CCMW
1641
Cypress Capital Management (Wyoming)
Wyoming
$229K +$5.57K +60 +3%
BIG
1642
Bellwether Investment Group
Tennessee
$228K +$22.1K +238 +11%
RA
1643
Rational Advisors
New York
$225K -$268K -2,892 -55%
ZB
1644
Zions Bancorporation
Utah
$217K +$176K +1,894 +455%
EWM
1645
Empirical Wealth Management
Washington
$215K
CPC
1646
Cookson Peirce & Co
Pennsylvania
$215K +$213K +2,290 New
HL
1647
HeadInvest LLC
Maine
$212K +$210K +2,262 New
Diamond Hill Capital Management
1648
Diamond Hill Capital Management
Ohio
$211K -$7.7K -83 -4%
FAM
1649
Formidable Asset Management
Ohio
$211K +$209K +2,247 New
WIC
1650
Woodmont Investment Counsel
Tennessee
$210K +$208K +2,244 New

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.