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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
PCA
1451
Personal Capital Advisors
California
$1.83M -$2.06M -12,592 -54%
KMWM
1452
Keudell/Morrison Wealth Management
Oregon
$1.82M -$24.1K -147 -1%
Kovitz Investment Group Partners
1453
Kovitz Investment Group Partners
Illinois
$1.82M -$209K -1,276 -11%
WI
1454
WrapManager Inc
California
$1.82M +$197K +1,204 +13%
PGIM
1455
Pacific Global Investment Management
California
$1.82M -$64.3K -393 -4%
CA
1456
Calton & Associates
Florida
$1.81M +$214K +1,306 +14%
AWA
1457
ARS Wealth Advisors
Florida
$1.81M +$3.77K +23 +0.2%
VCM
1458
Virtue Capital Management
Tennessee
$1.8M +$1.19M +7,275 +234%
SMC
1459
Smith, Moore & Co
Missouri
$1.8M +$35.4K +216 +2%
EBT
1460
Enterprise Bank & Trust
Massachusetts
$1.8M +$96.9K +592 +6%
NAMP
1461
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.8M -$32.7K -200 -2%
HFM
1462
Harvest Fund Management
China
$1.79M -$124K -758 -7%
CIA
1463
CSat Investment Advisory
Michigan
$1.79M +$600K +3,664 +55%
SFM
1464
Systematic Financial Management
New Jersey
$1.79M
CAW
1465
Cornerstone Advisors (Washington)
Washington
$1.79M +$20K +122 +1%
BWAM
1466
Boyd Watterson Asset Management
Ohio
$1.78M -$235K -1,433 -12%
FCFC
1467
First Commonwealth Financial Corp
Pennsylvania
$1.78M +$26K +159 +2%
IP
1468
Intellectus Partners
California
$1.78M +$32.3K +197 +2%
AAS
1469
Annex Advisory Services
Wisconsin
$1.78M -$241K -1,473 -13%
ACM
1470
AlphaCrest Capital Management
New York
$1.78M +$575K +3,511 +52%
BST
1471
Bath Savings Trust
Maine
$1.77M +$212K +1,296 +15%
REMPR
1472
Roof Eidam Maycock Peralta (REMP)
California
$1.77M -$10.6K -65 -0.6%
SFA
1473
Sequoia Financial Advisors
Ohio
$1.77M +$55.2K +337 +3%
WA
1474
WBH Advisory
Maryland
$1.76M -$403K -2,463 -19%
CIAS
1475
Capital Investment Advisory Services
North Carolina
$1.76M +$624K +3,811 +64%

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.