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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
BRWA
926
B. Riley Wealth Advisors
Florida
$6.94M +$623K +3,806 +11%
IHL
927
Investment House LLC
California
$6.92M +$139K +850 +2%
MCG
928
McCollum Christoferson Group
New York
$6.92M -$43.7K -267 -0.7%
HWA
929
HCR Wealth Advisors
California
$6.83M +$372K +2,273 +6%
MMA
930
Miracle Mile Advisors
California
$6.83M -$714K -4,363 -10%
WAM
931
Weatherly Asset Management
California
$6.82M +$587K +3,582 +10%
SIMM
932
Stillwater Investment Management (Minnesota)
Minnesota
$6.75M -$361K -2,206 -5%
OAM
933
Ostrum Asset Management
France
$6.74M +$311K +1,900 +5%
FAT
934
First American Trust
California
$6.74M +$190K +1,158 +3%
SAM
935
Sycomore Asset Management
France
$6.73M -$39.3K -240 -0.6%
FNBOMD
936
First National Bank of Mount Dora
Florida
$6.72M -$30.5K -186 -0.5%
SWM
937
Segment Wealth Management
Texas
$6.71M +$110K +670 +2%
VFA
938
Valeo Financial Advisors
Indiana
$6.69M +$550K +3,357 +10%
SC
939
Stralem & Co
New York
$6.67M -$1.56M -9,545 -20%
PFM
940
Premier Fund Managers
United Kingdom
$6.67M +$210K +1,284 +3%
QSS
941
Quantitative Systematic Strategies
Florida
$6.66M -$69.6K -425 -1%
RWP
942
RWA Wealth Partners
Massachusetts
$6.66M -$1.42M -8,652 -18%
NMIFOAC
943
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$6.65M -$508K -3,100 -7%
TCOO
944
Trust Company of Oklahoma
Oklahoma
$6.58M -$89.7K -548 -1%
JWM
945
Jackson Wealth Management
Florida
$6.58M +$118K +720 +2%
SSB
946
Sandy Spring Bank
Maryland
$6.57M -$4.75K -29 -0.1%
ECM
947
Element Capital Management
New York
$6.57M +$5.39M +32,910 +666%
TCOV
948
Trust Company of Vermont
Vermont
$6.56M +$170K +1,041 +3%
JSA
949
Jacobson & Schmitt Advisors
Wisconsin
$6.55M +$152K +930 +3%
SCM
950
Sitrin Capital Management
California
$6.55M -$2.16M -13,196 -26%

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.