We are live on ! Find out more

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
SIM
1726
Sonora Investment Management
Arizona
$46.9K
LWA
1727
Lenox Wealth Advisors
New York
$46K +$45.1K +486 New
AF
1728
Allworth Financial
California
$45K -$9.19K -99 -17%
CTB
1729
Country Trust Bank
Illinois
$44K +$43.5K +469 New
TIM
1730
Tortoise Investment Management
New York
$41K
MWM
1731
MinichMacGregor Wealth Management
New York
$40K -$2.23K -24 -5%
AP
1732
Atwood & Palmer
Missouri
$40K
HI
1733
Hudock Inc
Pennsylvania
$39K +$9.28K +100 +32%
AAC
1734
Asset Advisors Corp
Georgia
$38K
AC
1735
Alexandria Capital
Virginia
$37K
RWG
1736
Regal Wealth Group
California
$34K
FWM
1737
Focused Wealth Management
New York
$33K
DPA
1738
Delphi Private Advisors
California
$33K +$39.9K +430 New
QAM
1739
QCI Asset Management
New York
$32K -$1.86K -20 -5%
CRCP
1740
Copper Rock Capital Partners
Massachusetts
$30K -$31.8K -343 -52%
JWA
1741
JFS Wealth Advisors
Pennsylvania
$28K -$27.8K -300 -50%
MA
1742
MCF Advisors
Kentucky
$28K -$27.8K -300 -50%
IFA
1743
Interactive Financial Advisors
Illinois
$28K -$4.27K -46 -14%
CWM
1744
Cedar Wealth Management
California
$28K
HR
1745
Howe & Rusling
New York
$28K +$10.9K +117 +64%
HH
1746
HWG Holdings
Texas
$27K +$27.1K +292 New
HRC
1747
Hoertkorn Richard Charles
$26K
RBC
1748
Roble Belko & Company
Pennsylvania
$26K
HL
1749
Harding Loevner
New Jersey
$24K +$24.1K +260 New
SJIM
1750
St. Johns Investment Management
Florida
$19K +$18.6K +200 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.