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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
RCAG
1476
Rehmann Capital Advisory Group
Michigan
$1.76M +$2.13K +13 +0.1%
BMO
1477
Beck Mack & Oliver
New York
$1.75M +$35.2K +215 +2%
ANB
1478
Amarillo National Bank
Texas
$1.75M
WIA
1479
Westbourne Investment Advisors
Maryland
$1.74M -$30.3K -185 -2%
CL
1480
Choreo LLC
Illinois
$1.74M +$58.5K +357 +4%
LIC
1481
Lodestar Investment Counsel
Illinois
$1.74M +$129K +789 +9%
S
1482
Surevest
California
$1.74M +$615K +3,758 +60%
MWVC
1483
Morgens Waterfall Vintiadis & Co
New York
$1.74M -$655K -4,000 -29%
RCIM
1484
Russell Clark Investment Management
United Kingdom
$1.74M +$491K +3,000 +43%
AWM
1485
Aries Wealth Management
Maine
$1.73M -$21.1K -129 -1%
NHC
1486
Nicholas Hoffman & Company
Georgia
$1.73M +$123K +753 +8%
TC
1487
Trust Company
Kansas
$1.72M -$2.5M -15,246 -61%
SAM
1488
Symphony Asset Management
California
$1.72M +$284K +1,736 +21%
CAIMH
1489
Central Asset Investments & Management Holdings
Hong Kong
$1.72M +$982K +6,000 +154%
SLF
1490
Sun Life Financial
Ontario, Canada
$1.7M -$486K -2,970 -23%
PCM
1491
Penserra Capital Management
California
$1.7M -$8.69M -53,090 -84%
FPFS
1492
First Personal Financial Services
North Carolina
$1.7M -$9.17K -56 -0.6%
AGA
1493
Accuvest Global Advisors
Utah
$1.7M +$173K +1,056 +12%
QI
1494
Qtron Investments
Massachusetts
$1.7M +$600K +3,663 +60%
HEIP
1495
Hudson Edge Investment Partners
New Jersey
$1.7M -$16.4K -100 -1%
ACM
1496
AlphaStar Capital Management
North Carolina
$1.69M -$65.8K -402 -4%
GFP
1497
Gryphon Financial Partners
Ohio
$1.68M +$497K +3,037 +46%
BCM
1498
Buckhead Capital Management
Georgia
$1.68M +$314K +1,919 +25%
FMWA
1499
Forvis Mazars Wealth Advisors
Missouri
$1.68M -$217K -1,325 -12%
LPIC
1500
LeJeune Puetz Investment Counsel
Michigan
$1.67M -$12.3K -75 -0.8%

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.