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1,274 hedge funds and large institutions have $119B invested in Visa in 2014 Q4 according to their latest regulatory filings, with 195 funds opening new positions, 418 increasing their positions, 508 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

261% more first-time investments, than exits

New positions opened: 195 | Existing positions closed: 54

49% more funds holding in top 10

Funds holding in top 10: 117174 (+57)

24% more capital invested

Capital invested by funds: $96B → $119B (+$23.5B)

11% more funds holding

Funds holding: 1,1491,274 (+125)

6.14% more ownership

Funds ownership: 364.23%370.37% (+6.1%)

18% less repeat investments, than reductions

Existing positions increased: 418 | Existing positions reduced: 508

41% less call options, than puts

Call options by funds: $892M | Put options by funds: $1.52B

Holders
1,274
Holders Change
+125
Holders Change %
+10.88%
% of All Funds
33.96%
Holding in Top 10
174
Holding in Top 10 Change
+57
Holding in Top 10 Change %
+48.72%
% of All Funds
4.64%
New
195
Increased
418
Reduced
508
Closed
54
Calls
$892M
Puts
$1.52B
Net Calls
-$626M
Net Calls Change
-$281M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$6.98B +$537M +8,914,716 +9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$6.95B +$159M +2,638,656 +3%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$6.52B -$464M -7,714,296 -7%
State Street
4
State Street
Massachusetts
$6.49B +$206M +3,420,576 +4%
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$3.72B -$14.7M -244,812 -0.4%
BIT
6
BlackRock Institutional Trust
California
$3.43B -$55.6M -924,040 -2%
Sands Capital Management
7
Sands Capital Management
Virginia
$3.31B -$10.1M -167,624 -0.3%
Capital World Investors
8
Capital World Investors
California
$2.8B +$944M +15,677,200 +58%
JP Morgan Chase
9
JP Morgan Chase
New York
$1.97B -$19.6M -325,308 -1%
Morgan Stanley
10
Morgan Stanley
New York
$1.84B -$33.2M -551,524 -2%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$1.7B -$17.5M -291,092 -1%
Northern Trust
12
Northern Trust
Illinois
$1.61B -$14.7M -244,708 -1%
Jennison Associates
13
Jennison Associates
New York
$1.57B +$54.8M +909,552 +4%
BFA
14
BlackRock Fund Advisors
California
$1.57B +$145M +2,413,868 +11%
Ameriprise
15
Ameriprise
Minnesota
$1.49B -$36.3M -603,708 -3%
Harris Associates
16
Harris Associates
Illinois
$1.33B +$54.8M +910,564 +5%
Winslow Capital Management
17
Winslow Capital Management
Minnesota
$1.32B -$80.7M -1,340,916 -6%
Wells Fargo
18
Wells Fargo
California
$1.23B +$20.4M +339,476 +2%
BG
19
BlackRock Group
United Kingdom
$1.22B -$83.7M -1,389,660 -7%
JSP
20
Jackson Square Partners
California
$1.22B -$24.9M -413,476 -2%
TCIM
21
TIAA CREF Investment Management
New York
$1.21B -$13.5M -223,968 -1%
Norges Bank
22
Norges Bank
Norway
$1.08B +$18.8M +311,972 +2%
Brown Advisory
23
Brown Advisory
Maryland
$1.07B -$31.6M -524,760 -3%
AllianceBernstein
24
AllianceBernstein
Tennessee
$1.04B +$56.6M +939,848 +6%
MAM
25
Magellan Asset Management
Australia
$1.04B +$70.1M +1,163,820 +8%

V Hedge Fund Activity: Q4 2014 in Review

1,274 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in Visa (V) for Q4 2014, worth a combined $119B — up 24% from $96B a quarter earlier.

Buyers outnumbered sellers: 195 funds opened new V positions and 54 closed out — a net gain of 141 holders — while 418 added to existing stakes and 508 trimmed.

The largest buyer was Capital World Investors, adding an estimated $944M. The largest seller was Viking Global Investors, cutting an estimated $510M.

  • 1,274 institutional investors held Visa (V) as of Q4 2014, up from 1,149 in Q3 2014.
  • Funds reported $119B of Visa stock for Q4 2014, up 24% quarter-over-quarter.
  • 195 funds opened new Visa positions in Q4 2014 and 54 closed out, a net change of +141 holders.
  • The largest Visa buyer in Q4 2014 was Capital World Investors, an estimated $944M added.
  • The largest Visa seller in Q4 2014 was Viking Global Investors, an estimated $510M sold.

Based on aggregated 13F filings for Q4 2014.