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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
OAM
651
Origin Asset Management
United Kingdom
$16.2M -$11M -67,262 -42%
YIA
652
YHB Investment Advisors
Connecticut
$16.2M -$383K -2,341 -2%
BC
653
Burney Company
Virginia
$16.2M +$424K +2,589 +3%
MRCM
654
M&R Capital Management
New Jersey
$16M -$19.3K -118 -0.1%
Wealthfront Advisers
655
Wealthfront Advisers
California
$16M +$1.11M +6,751 +8%
JMFC
656
J.M. Forbes & Co
Massachusetts
$16M +$1.43M +8,713 +10%
ZCA
657
Zeke Capital Advisors
Pennsylvania
$15.9M -$155K -946 -1%
RSS
658
Rosenblum Silverman Sutton
California
$15.9M -$685K -4,182 -4%
SSWM
659
Sheets Smith Wealth Management
North Carolina
$15.9M -$999K -6,102 -6%
NWM
660
Nicola Wealth Management
British Columbia, Canada
$15.8M -$561K -3,424 -4%
GJIC
661
Gamble Jones Investment Counsel
California
$15.7M
LSERS
662
Louisiana State Employees Retirement System
Louisiana
$15.7M -$851K -5,200 -6%
PAI
663
Pittenger & Anderson Inc
Nebraska
$15.7M -$55.7K -340 -0.4%
RMSCM
664
R.M. Sincerbeaux Capital Management
New York
$15.7M -$196K -1,200 -1%
FDCC
665
Foster Dykema Cabot & Co
Massachusetts
$15.7M -$11.8K -72 -0.1%
TTWM
666
TCV Trust & Wealth Management
Virginia
$15.7M -$136K -831 -0.9%
FMII
667
Farmers & Merchants Investments Inc
Nebraska
$15.7M +$9.01K +55 +0.1%
MME
668
Meag Munich Ergo
Germany
$15.7M +$893K +5,451 +6%
CIS
669
Capital International Sarl
California
$15.6M -$819K -5,000 -5%
ACM
670
Azimuth Capital Management
Michigan
$15.5M -$3.67M -22,387 -20%
HCMT
671
Highland Capital Management (Tennessee)
Tennessee
$15.4M -$166K -1,014 -1%
FIM
672
Foresters Investment Management
New York
$15.4M +$654K +3,996 +5%
CBOA
673
Commonwealth Bank of Australia
Australia
$15.3M -$656K -4,009 -4%
LOAME
674
Lombard Odier Asset Management (Europe)
United Kingdom
$15.3M +$11.5M +70,173 +390%
WC
675
Westwind Capital
New Mexico
$15.3M -$85.8K -524 -0.6%

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.