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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
PA
1001
Perennial Advisors
New York
$5.56M +$44.4K +271 +0.9%
WIS
1002
Wright Investors Service
Connecticut
$5.54M -$588K -3,594 -10%
CPA
1003
Capital Planning Advisors
California
$5.53M -$387K -2,361 -7%
MMG
1004
Monetary Management Group
Missouri
$5.5M -$65.5K -400 -1%
PCM
1005
Princeton Capital Management
New Jersey
$5.48M -$189K -1,157 -4%
CS
1006
Comerica Securities
Michigan
$5.46M +$1.38M +8,434 +37%
WI
1007
Wintrust Investments
Illinois
$5.46M +$1.98M +12,107 +62%
JAM
1008
JCIC Asset Management
Ontario, Canada
$5.43M -$64.7K -395 -1%
TYCC
1009
Texas Yale Capital Corp
Florida
$5.42M -$4.81M -29,371 -48%
ECML
1010
Eagle Capital Management (Louisiana)
Louisiana
$5.41M +$39.1K +239 +0.8%
RAM
1011
Redmond Asset Management
Virginia
$5.39M -$87.4K -534 -2%
BC
1012
Breakline Capital
New York
$5.37M +$2.37M +14,464 +88%
WTFG
1013
Wells Trecaso Financial Group
Ohio
$5.37M -$17.5K -107 -0.3%
MC
1014
Maverick Capital
Texas
$5.36M -$1.09M -6,640 -18%
HIMC
1015
Heritage Investors Management Corp
Maryland
$5.32M -$124K -760 -2%
BCM
1016
Bourgeon Capital Management
Connecticut
$5.32M -$838K -5,116 -14%
DBT
1017
Dubuque Bank & Trust
Iowa
$5.31M -$322K -1,969 -6%
UBPAM
1018
Union Bancaire Privee Asset Management
New York
$5.3M +$1.63M +9,961 +48%
AC
1019
Avenir Corporation
Virginia
$5.28M -$152K -930 -3%
AIM
1020
Axiom Investment Management
New York
$5.24M +$217K +1,326 +5%
WGCA
1021
Wolf Group Capital Advisors
Virginia
$5.24M -$307K -1,877 -6%
WAM
1022
Wealthspire Advisors (Maryland)
Maryland
$5.23M -$125K -761 -2%
Lido Advisors
1023
Lido Advisors
California
$5.21M +$224K +1,368 +5%
KFBMI
1024
Kentucky Farm Bureau Mutual Insurance
Kentucky
$5.21M
FM
1025
Family Management
New York
$5.19M +$61.2K +374 +1%

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.