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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
FAM
1301
Foresters Asset Management
Ontario, Canada
$2.71M -$625K -3,820 -20%
BCFS
1302
Butensky & Cohen Financial Security
Florida
$2.7M -$102K -625 -4%
WAS
1303
Winch Advisory Services
Wisconsin
$2.7M +$91.5K +559 +4%
WCM
1304
Wunderlich Capital Managemnt
Tennessee
$2.68M -$41.1K -251 -2%
MCM
1305
Monument Capital Management
Virginia
$2.66M -$194K -1,184 -7%
WI
1306
WBI Investments
New Jersey
$2.65M +$1.39M +8,475 +125%
CH
1307
Canton Hathaway
Rhode Island
$2.65M +$41.3K +252 +2%
AS
1308
Altshuler Shaham
Israel
$2.64M +$480K +2,933 +24%
CPA
1309
Clear Perspective Advisors
Illinois
$2.64M -$84.7K -517 -3%
GIA
1310
GHP Investment Advisors
Colorado
$2.6M +$83K +507 +4%
BFA
1311
Benedict Financial Advisors
Georgia
$2.59M -$655 -4 -0%
GRP
1312
Global Retirement Partners
California
$2.59M +$500K +3,054 +26%
KJHP
1313
K.J. Harrison & Partners
Ontario, Canada
$2.59M -$43.7K -267 -2%
CCA
1314
Catalyst Capital Advisors
New York
$2.59M -$229K -1,400 -9%
WCM
1315
Weld Capital Management
New York
$2.58M +$2.43M +14,862 New
DA
1316
Doliver Advisors
Texas
$2.58M +$349K +2,134 +17%
IFWM
1317
Institute for Wealth Management
Colorado
$2.55M -$223K -1,362 -8%
MCP
1318
Mirador Capital Partners
California
$2.55M +$160K +980 +7%
BMM
1319
Buffington Mohr McNeal
Idaho
$2.55M +$130K +794 +6%
GTAM
1320
Global Trust Asset Management
Florida
$2.54M +$320K +1,952 +15%
KFC
1321
Klingenstein Fields & Co
New York
$2.54M
AT
1322
Arden Trust
Delaware
$2.53M +$47.2K +288 +2%
FIM
1323
Freedom Investment Management
Connecticut
$2.52M +$30.3K +185 +1%
WDA
1324
Wendell David Associates
New Hampshire
$2.5M +$27.7K +169 +1%
LSV Asset Management
1325
LSV Asset Management
Illinois
$2.5M -$147K -900 -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.