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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
WEC
1401
Winslow Evans & Crocker
Massachusetts
$2.11M +$227K +1,388 +13%
AWA
1402
AmeriServ Wealth Advisors
Pennsylvania
$2.09M -$5.57K -34 -0.3%
HFM
1403
Hartford Financial Management
Connecticut
$2.09M +$69.3K +423 +4%
WC
1404
Wexford Capital
Florida
$2.09M +$1.59M +9,716 +418%
TH
1405
TCTC Holdings
Texas
$2.09M
W
1406
WealthStone
Ohio
$2.08M +$1.96M +11,956 New
BAM
1407
Belpointe Asset Management
Nevada
$2.06M -$479K -2,925 -20%
MSFP
1408
Mark Sheptoff Financial Planning
Connecticut
$2.06M +$57.3K +350 +3%
BPCA
1409
Bank Pictet & Cie (Asia)
Singapore
$2.06M +$183K +1,118 +10%
SFG
1410
SevenBridge Financial Group
Pennsylvania
$2.04M +$8.19K +50 +0.4%
WB
1411
WesBanco Bank
West Virginia
$2.04M -$32.3K -197 -2%
FDS
1412
Freedom Day Solutions
Texas
$2.03M +$60.9K +372 +3%
CGL
1413
Clarius Group LLC
Washington
$2.03M +$506K +3,089 +36%
GPA
1414
Garrison Point Advisors
California
$2.02M -$52.4K -320 -3%
BS
1415
Bessemer Securities
New York
$2.01M +$65.5K +400 +4%
WAP
1416
Wealthcare Advisory Partners
Pennsylvania
$2M -$8.35K -51 -0.4%
SCP
1417
Stamos Capital Partners
California
$2M -$1.01M -6,151 -35%
JCM
1418
Jacobi Capital Management
Pennsylvania
$1.99M +$323K +1,972 +21%
RC
1419
RegentAtlantic Capital
New Jersey
$1.99M -$32.7K -200 -2%
JSL
1420
JT Stratford LLC
Georgia
$1.98M -$203K -1,237 -10%
CWAG
1421
Compton Wealth Advisory Group
Virginia
$1.98M +$40.4K +247 +2%
HC
1422
HNP Capital
New York
$1.98M +$42.7K +261 +2%
VRM
1423
Vectors Research Management
New York
$1.98M +$42.7K +261 +2%
FIB
1424
First Interstate Bank
Montana
$1.98M -$114K -696 -6%
O
1425
Ossiam
France
$1.97M -$24.5M -149,742 -93%

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.