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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
DWM
1651
Darwin Wealth Management
Florida
$266K -$24.4K -241 -9%
LC
1652
LCNB Corp
Ohio
$266K -$9.33K -92 -4%
RCWMU
1653
Rothschild & Co Wealth Management (UK)
United Kingdom
$266K
EWM
1654
Evermay Wealth Management
Virginia
$265K
AW
1655
Alpha Windward
Massachusetts
$262K -$6.08K -60 -2%
BOS
1656
Bingham Osborn & Scarborough
California
$261K -$13K -128 -5%
FNBSF
1657
First National Bank Sioux Falls
South Dakota
$261K
HL
1658
HeadInvest LLC
Maine
$260K +$10.6K +105 +5%
GC
1659
Gratus Capital
Georgia
$259K +$203 +2 +0.1%
EWM
1660
Empirical Wealth Management
Washington
$259K +$16.8K +166 +7%
CMBA
1661
C.M. Bidwell & Associates
Hawaii
$258K -$23.3K -230 -9%
RWM
1662
RKL Wealth Management
Pennsylvania
$258K -$811 -8 -0.3%
BIG
1663
Bellwether Investment Group
Tennessee
$258K +$2.03K +20 +0.8%
PCMK
1664
Paragon Capital Management (Kansas)
Kansas
$257K -$76.3K -752 -24%
TIM
1665
Tortoise Investment Management
New York
$257K +$203K +2,000 +455%
WIC
1666
Woodmont Investment Counsel
Tennessee
$256K +$18.8K +185 +8%
KM
1667
Kalos Management
Georgia
$255K +$246K +2,426 New
Grantham, Mayo, Van Otterloo & Co (GMO)
1668
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$253K +$243K +2,400 New
Susquehanna International Group
1669
Susquehanna International Group
Pennsylvania
$250K -$89.6M -883,030 -100%
CCMW
1670
Cypress Capital Management (Wyoming)
Wyoming
$248K -$5.58K -55 -2%
SFM
1671
Signet Financial Management
New Jersey
$248K +$239K +2,353 New
SFM
1672
Signature Financial Management
Virginia
$247K +$329K +3,246 New
AIP
1673
ARS Investment Partners
New York
$243K +$234K +2,307 New
CPC
1674
Cookson Peirce & Co
Pennsylvania
$241K
IFAM
1675
Institutional & Family Asset Management
Colorado
$241K +$233K +2,294 New

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.