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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
NC
1801
NewSquare Capital
Pennsylvania
$28K +$26.8K +264 New
HL
1802
Harding Loevner
New Jersey
$27K
CIM
1803
Contravisory Investment Management
Massachusetts
$22K +$21.6K +213 New
CP
1804
Corbenic Partners
Pennsylvania
$20K -$34.8K -343 -64%
AA
1805
AlphaMark Advisors
Kentucky
$20K
RFWA
1806
RPg Family Wealth Advisory
Massachusetts
$19.3K -$43.6K -430 -70%
MCIA
1807
Mountain Capital Investment Advisors
Colorado
$18K +$10.1K +100 +139%
AIS
1808
Accurate Investment Solutions
Pennsylvania
$16K +$15.3K +151 New
LWA
1809
Lowe Wealth Advisors
Maryland
$14K +$7.61K +75 +125%
SCA
1810
Stuart Chaussee & Associates
California
$13K
TG
1811
TLP Group
Illinois
$13K +$12.6K +124 New
EWM
1812
Edge Wealth Management
New York
$12K
JAM
1813
Jolley Asset Management
North Carolina
$12K
KTC
1814
Kistler-Tiffany Companies
Pennsylvania
$11K
SFPIA
1815
Stevens First Principles Investment Advisors
California
$11K
SIAP
1816
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$11K +$203 +2 +1%
KIG
1817
Kessler Investment Group
Indiana
$9K +$9.13K +90 New
SC
1818
SouthState Corp
Florida
$6.9K +$177K +1,743 +3%
FMP
1819
Financial Management Professionals
Texas
$6K +$1.93K +19 +48%
Walleye Trading
1820
Walleye Trading
New York
$5.45K -$6.82M -67,281 -57%
SHJ
1821
Sharkey, Howes & Javer
Colorado
$5K +$4.56K +45 New
PO
1822
Private Ocean
California
$5K +$4.87K +48 New
MFT
1823
Moisand Fitzgerald Tamayo
Florida
$5K +$4.97K +49 New
VNA
1824
Valley National Advisers
Pennsylvania
$5K +$5.07K +50 New
SA
1825
SRH Advisors
Kansas
$3K

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.