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2,037 hedge funds and large institutions have $192B invested in Visa in 2017 Q4 according to their latest regulatory filings, with 288 funds opening new positions, 749 increasing their positions, 771 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

388% more first-time investments, than exits

New positions opened: 288 | Existing positions closed: 59

101% more call options, than puts

Call options by funds: $4.28B | Put options by funds: $2.12B

11% more funds holding

Funds holding: 1,8292,037 (+208)

11% more funds holding in top 10

Funds holding in top 10: 304336 (+32)

7% more capital invested

Capital invested by funds: $180B → $192B (+$12.2B)

0.37% less ownership

Funds ownership: 93.5%93.13% (-0.37%)

3% less repeat investments, than reductions

Existing positions increased: 749 | Existing positions reduced: 771

Holders
2,037
Holders Change
+208
Holders Change %
+11.37%
% of All Funds
46.19%
Holding in Top 10
336
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+10.53%
% of All Funds
7.62%
New
288
Increased
749
Reduced
771
Closed
59
Calls
$4.28B
Puts
$2.12B
Net Calls
+$2.15B
Net Calls Change
-$402M
Name Holding Trade Value Shares
Change
Change in
Stake
TODC
2001
Trustees of Dartmouth College
New Hampshire
$16K +$15.8K +143 New
AWM
2002
Avondale Wealth Management
Texas
$16K +$15.9K +144 New
CIM
2003
Contravisory Investment Management
Massachusetts
$15K -$9.28K -84 -39%
LWA
2004
Lowe Wealth Advisors
Maryland
$15K
AA
2005
AlphaMark Advisors
Kentucky
$14K -$7.4K -67 -36%
SCA
2006
Stuart Chaussee & Associates
California
$14K
EWM
2007
Edge Wealth Management
New York
$13K
JAM
2008
Jolley Asset Management
North Carolina
$13K
RFM
2009
Royal Fund Management
Florida
$13K +$12.7K +115 New
SFPIA
2010
Stevens First Principles Investment Advisors
California
$12K
KTC
2011
Kistler-Tiffany Companies
Pennsylvania
$11K
SIAP
2012
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$11K +$331 +3 +2%
SIS
2013
Sound Income Strategies
Florida
$11K +$10.4K +94 New
GWA
2014
Guidant Wealth Advisors
Illinois
$11K +$11K +100 New
KTM
2015
Keeler Thomas Management
Utah
$11K +$11K +100 New
TJHA
2016
Thomas J. Herzfeld Advisors
Florida
$9K -$76.5K -693 -90%
BHB
2017
Bank Hapoalim BM
Israel
$6.39K +$1.04M +9,432 +20%
FMP
2018
Financial Management Professionals
Texas
$6K
MFT
2019
Moisand Fitzgerald Tamayo
Florida
$6K
VNA
2020
Valley National Advisers
Pennsylvania
$6K
FA
2021
Fagan Associates
New York
$5.71K -$5.41K -49 -0.1%
DAM
2022
Diamant Asset Management
Connecticut
$5.14K +$4.97M +45,045 New
SHJ
2023
Sharkey, Howes & Javer
Colorado
$5K
WCM
2024
Wealthcare Capital Management
Virginia
$5K +$3.87K +35 +292%
ST
2025
Sageworth Trust
Pennsylvania
$5K +$4.53K +41 New

V Hedge Fund Activity: Q4 2017 in Review

2,037 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Visa (V) for Q4 2017, worth a combined $192B — up 6.8% from $180B a quarter earlier.

Buyers outnumbered sellers: 288 funds opened new V positions and 59 closed out — a net gain of 229 holders — while 749 added to existing stakes and 771 trimmed.

The largest buyer was BlackRock, adding an estimated $330M. The largest seller was Bank of America, cutting an estimated $313M.

  • 2,037 institutional investors held Visa (V) as of Q4 2017, up from 1,829 in Q3 2017.
  • Funds reported $192B of Visa stock for Q4 2017, up 6.8% quarter-over-quarter.
  • 288 funds opened new Visa positions in Q4 2017 and 59 closed out, a net change of +229 holders.
  • The largest Visa buyer in Q4 2017 was BlackRock, an estimated $330M added.
  • The largest Visa seller in Q4 2017 was Bank of America, an estimated $313M sold.

Based on aggregated 13F filings for Q4 2017.