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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
FCMT
1726
Founders Capital Management (Texas)
Texas
$179K -$10.1K -100 -6%
BWL
1727
Bogart Wealth LLC
Virginia
$173K +$164K +1,613 New
LF
1728
Lee Financial
Texas
$165K +$12.7K +125 +9%
MUS
1729
Mitsubishi UFJ Securities
Japan
$160K
GAM
1730
Gemmer Asset Management
California
$158K
BWA
1731
Burt Wealth Advisors
Maryland
$157K +$72.2K +712 +91%
AIP
1732
Almanack Investment Partners
Pennsylvania
$150K +$10.2K +101 +8%
IDBONY
1733
Israel Discount Bank of New York
New York
$142K
ACM
1734
AUA Capital Management
Pennsylvania
$141K
LC
1735
Landaas & Company
Wisconsin
$140K +$135K +1,332 New
RCG
1736
Ruggie Capital Group
Florida
$135K
MCA
1737
Mercer Capital Advisers
New Jersey
$132K +$9.13K +90 +8%
KPCM
1738
Kings Point Capital Management
New York
$131K +$71.4K +704 +130%
CLM
1739
ClearBridge LLC (Maryland)
Maryland
$125K
M
1740
MOTCO
Texas
$124K
RPG
1741
Risk Paradigm Group
Texas
$119K
CHP
1742
Cable Hill Partners
Oregon
$118K +$21.6K +213 +23%
LJHT
1743
Laurie J. Hall Trustee
$115K
SQA
1744
Simon Quick Advisors
New Jersey
$110K +$106K +1,047 New
ABA
1745
American Beacon Advisors
Texas
$107K
BWA
1746
BDO Wealth Advisors
Florida
$105K -$23K -227 -19%
HCM
1747
Highlander Capital Management
New Jersey
$105K
WC
1748
Whitnell & Co
Illinois
$105K
CFN
1749
Cordasco Financial Network
Florida
$105K +$101K +1,000 New
JGIA
1750
Jackson Grant Investment Advisers
Connecticut
$104K

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.