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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
WA1
1101
Wimmer Associates 1
California
$4.4M -$174K -1,064 -4%
FFA
1102
Fragasso Financial Advisors
Pennsylvania
$4.38M +$464K +2,833 +13%
HAM
1103
Highstreet Asset Management
Ontario, Canada
$4.36M +$20.1K +123 +0.5%
BHWM
1104
Bar Harbor Wealth Management
New Hampshire
$4.35M +$89.6K +547 +2%
MIA
1105
MainStreet Investment Advisors
Illinois
$4.35M -$188K -1,146 -4%
NCGI
1106
Next Century Growth Investors
Minnesota
$4.34M -$183K -1,115 -4%
VCP
1107
Vernier Capital Partners
New York
$4.34M -$4.18M -25,500 -50%
SAM
1108
Silphium Asset Management
United Kingdom
$4.34M +$1.64M +10,000 +67%
AIM
1109
Allen Investment Management
New York
$4.33M +$159K +969 +4%
OSAM
1110
O'Shaughnessy Asset Management
Connecticut
$4.31M +$694K +4,238 +21%
BOS
1111
Bank of Stockton
California
$4.31M -$19.6K -120 -0.5%
FAIM
1112
Financial Advocates Investment Management
Washington
$4.3M +$12K +73 +0.3%
SNT
1113
Security National Trust
West Virginia
$4.3M +$116K +707 +3%
BIM
1114
Beach Investment Management
Pennsylvania
$4.3M
S
1115
SimplyRich
California
$4.25M
YWP
1116
YorkBridge Wealth Partners
New York
$4.24M -$85.6K -523 -2%
AWA
1117
Arete Wealth Advisors
Illinois
$4.22M -$249K -1,519 -6%
FNB
1118
Farmers National Bank
Kentucky
$4.19M -$4.42K -27 -0.1%
CNBT
1119
Canandaigua National Bank & Trust
New York
$4.17M -$14.7K -90 -0.4%
IMOV
1120
Investment Management of Virginia
Virginia
$4.17M -$4.07M -24,862 -51%
CAM
1121
Carret Asset Management
New York
$4.16M +$35.5K +217 +0.9%
PCM
1122
Poehling Capital Management
Wisconsin
$4.16M +$90.1K +550 +2%
MS
1123
Mizuho Securities
Japan
$4.12M +$923K +5,640 +31%
LFGH
1124
Lee Financial Group Hawaii
Hawaii
$4.12M -$96.9K -592 -2%
BKA
1125
Brick & Kyle Associates
Pennsylvania
$4.09M -$48K -293 -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.