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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
EWG
1501
Executive Wealth Group
Washington
$1.67M +$164 +1 +0%
LSAG
1502
Lake Street Advisors Group
New Hampshire
$1.67M +$166K +1,014 +12%
TFS
1503
TrustCore Financial Services
Tennessee
$1.66M +$40.6K +248 +3%
Capstone Investment Advisors
1504
Capstone Investment Advisors
New York
$1.66M +$1.57M +9,562 New
VFPI
1505
Vantage Financial Partners (Illinois)
Illinois
$1.66M +$40.9K +250 +3%
HCM
1506
Hollencrest Capital Management
California
$1.65M -$625K -3,815 -29%
GBT
1507
Grove Bank & Trust
Florida
$1.65M +$83.8K +512 +6%
OCM
1508
Oribel Capital Management
New York
$1.65M -$3.59M -21,900 -70%
FBT
1509
First Bank & Trust
South Dakota
$1.65M -$30.8K -188 -2%
OA
1510
Oak Associates
Ohio
$1.65M
KCPG
1511
Kavar Capital Partners Group
Kansas
$1.65M +$2.62K +16 +0.2%
MFG
1512
MidWestOne Financial Group
Iowa
$1.64M +$1.55M +9,463 New
CFA
1513
Cahill Financial Advisors
Minnesota
$1.63M +$38.2K +233 +3%
AFA
1514
Abacus FCF Advisors
Florida
$1.63M -$174K -1,065 -10%
PMFA
1515
Plante Moran Financial Advisors
Michigan
$1.62M -$3.27K -20 -0.2%
SIM
1516
Spark Investment Management
New York
$1.61M +$1.52M +9,300 New
WBC
1517
West Branch Capital
Massachusetts
$1.61M -$4.26K -26 -0.3%
AA
1518
ALPS Advisors
Colorado
$1.61M +$842K +5,140 +125%
TA
1519
Townsend & Associates
Colorado
$1.6M +$142K +869 +11%
Jacobs Levy Equity Management
1520
Jacobs Levy Equity Management
New Jersey
$1.6M +$1.51M +9,230 New
RMAM
1521
Raab & Moskowitz Asset Management
New Jersey
$1.6M -$8.68K -53 -0.6%
FWM
1522
Fairhaven Wealth Management
Illinois
$1.59M -$655 -4 -0%
IIM
1523
Intact Investment Management
Quebec, Canada
$1.59M
HI
1524
Horizon Investments
North Carolina
$1.59M +$192K +1,172 +15%
JFGIW
1525
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.58M +$121K +740 +9%

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.