We are live on ! Find out more

2,385 hedge funds and large institutions have $282B invested in Visa in 2019 Q2 according to their latest regulatory filings, with 121 funds opening new positions, 964 increasing their positions, 1,026 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 67

10% more capital invested

Capital invested by funds: $256B → $282B (+$26.6B)

8% more funds holding in top 10

Funds holding in top 10: 528571 (+43)

1% more funds holding

Funds holding: 2,3582,385 (+27)

0.03% more ownership

Funds ownership: 93.73%93.76% (+0.03%)

0% less call options, than puts

Call options by funds: $2.64B | Put options by funds: $2.65B

6% less repeat investments, than reductions

Existing positions increased: 964 | Existing positions reduced: 1,026

Holders
2,385
Holders Change
+27
Holders Change %
+1.15%
% of All Funds
51.79%
Holding in Top 10
571
Holding in Top 10 Change
+43
Holding in Top 10 Change %
+8.14%
% of All Funds
12.4%
New
121
Increased
964
Reduced
1,026
Closed
67
Calls
$2.64B
Puts
$2.65B
Net Calls
-$2.52M
Net Calls Change
-$306M
Name Holding Trade Value Shares
Change
Change in
Stake
MC
551
Middleton & Co
Massachusetts
$21.8M -$227K -1,386 -1%
CEP
552
Chicago Equity Partners
Illinois
$21.7M -$9.04M -55,195 -31%
TA
553
TRB Advisors
New York
$21.7M -$46.3M -282,500 -69%
CAI
554
Capital Advisors Inc
Oklahoma
$21.6M +$11M +67,451 +118%
NPPM
555
North Point Portfolio Managers
Ohio
$21.6M +$79.1K +483 +0.4%
FQ
556
First Quadrant
California
$21.5M -$2.85M -17,398 -12%
Jones Financial Companies
557
Jones Financial Companies
Missouri
$21.5M +$159K +969 +0.8%
CWP
558
Capital Wealth Planning
Florida
$21.5M +$19.4M +118,270 +2,178%
TU
559
TDAM USA
Ontario, Canada
$21.5M -$170K -1,040 -0.8%
CFG
560
Citizens Financial Group
Rhode Island
$21.4M -$293K -1,792 -1%
II
561
IFM Investors
Australia
$21.4M +$1.53M +9,374 +8%
JCM
562
Jag Capital Management
Missouri
$21.4M +$2.66M +16,245 +15%
IA
563
Icon Advisers
Colorado
$21.3M +$1.08M +6,600 +6%
GIM
564
Grassi Investment Management
California
$21.3M +$63K +385 +0.3%
NAM
565
North American Management
Massachusetts
$21.2M -$574K -3,508 -3%
MYAM
566
Meiji Yasuda Asset Management
Japan
$21.1M -$2.58M -15,747 -11%
BCM
567
Barometer Capital Management
Ontario, Canada
$21M +$1.33M +8,100 +7%
CCA
568
Cobblestone Capital Advisors
New York
$20.9M +$509K +3,107 +3%
RJT
569
Raymond James Trust
Florida
$20.9M +$220K +1,342 +1%
HIIFS
570
Harel Insurance Investments & Financial Services
Israel
$20.9M +$19.4M +118,589 +6,976%
DA
571
Dillon & Associates
Michigan
$20.9M +$36K +220 +0.2%
GGI
572
Godsey & Gibb Inc
Virginia
$20.8M -$251K -1,530 -1%
NRS
573
Neville Rodie & Shaw
New York
$20.8M -$74.2K -453 -0.4%
WAM
574
World Asset Management
Michigan
$20.8M +$256K +1,563 +1%
HW
575
Hancock Whitney
Mississippi
$20.8M -$781K -4,771 -4%

V Hedge Fund Activity: Q2 2019 in Review

2,385 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Visa (V) for Q2 2019, worth a combined $282B — up 10% from $256B a quarter earlier.

Buyers outnumbered sellers: 121 funds opened new V positions and 67 closed out — a net gain of 54 holders — while 964 added to existing stakes and 1,026 trimmed.

The largest buyer was Nuveen, adding an estimated $2.6B. The largest seller was JP Morgan Chase, cutting an estimated $801M.

  • 2,385 institutional investors held Visa (V) as of Q2 2019, up from 2,358 in Q1 2019.
  • Funds reported $282B of Visa stock for Q2 2019, up 10% quarter-over-quarter.
  • 121 funds opened new Visa positions in Q2 2019 and 67 closed out, a net change of +54 holders.
  • The largest Visa buyer in Q2 2019 was Nuveen, an estimated $2.6B added.
  • The largest Visa seller in Q2 2019 was JP Morgan Chase, an estimated $801M sold.

Based on aggregated 13F filings for Q2 2019.