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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
AWM
626
AE Wealth Management
Kansas
$17.4M +$13.4M +81,747 +447%
OWD
627
Osborn Williams & Donohoe
Ohio
$17.3M -$103K -632 -0.6%
H
628
HoyleCohen
California
$17.2M -$210K -1,281 -1%
DAM
629
Deltec Asset Management
New York
$17.2M -$123K -750 -0.8%
GJCM
630
Grand Jean Capital Management
California
$17.1M -$453K -2,766 -3%
HCMNY
631
Howard Capital Management (New York)
New York
$17.1M +$474K +2,897 +3%
CCM
632
Chilton Capital Management
Texas
$17.1M -$62.7K -383 -0.4%
TNB
633
Thomasville National Bank
Georgia
$17M +$153K +932 +1%
AFG
634
Albion Financial Group
Utah
$17M -$174K -1,060 -1%
KWMG
635
King Wealth Management Group
Florida
$17M +$97.4K +595 +0.6%
BCM
636
BTR Capital Management
California
$17M -$465K -2,842 -3%
MAM
637
Martingale Asset Management
Massachusetts
$16.8M +$3.44M +21,002 +28%
SSA
638
South Street Advisors
New York
$16.6M -$3.01M -18,400 -16%
NEI
639
Northwest & Ethical Investments
Ontario, Canada
$16.6M +$108K +659 +0.7%
FFA
640
First Foundation Advisors
California
$16.6M -$239K -1,461 -2%
Jane Street
641
Jane Street
New York
$16.5M -$70.8M -432,123 -82%
VC
642
Vestor Capital
Illinois
$16.5M +$499K +3,049 +3%
RC
643
RBF Capital
California
$16.5M
IAA
644
Independent Advisor Alliance
North Carolina
$16.5M +$377K +2,302 +2%
CAPTRUST Financial Advisors
645
CAPTRUST Financial Advisors
North Carolina
$16.5M +$557K +3,400 +4%
ET
646
Equitable Trust
Tennessee
$16.4M +$458K +2,795 +3%
CTA
647
Colonial Trust Advisors
South Carolina
$16.3M -$177K -1,080 -1%
MLL
648
Moody Lynn & Lieberson
Massachusetts
$16.3M -$169K -1,035 -1%
AIM
649
Anchor Investment Management
South Carolina
$16.3M +$164K +1,000 +1%
TCM
650
Thames Capital Management
New Jersey
$16.2M

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.