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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
BFM
1526
Boothbay Fund Management
New York
$1.58M -$436K -2,664 -23%
SAM
1527
Sandell Asset Management
New York
$1.58M
ACM
1528
Advisors Capital Management
New Jersey
$1.57M +$893K +5,451 +151%
PPCM
1529
Pillar Pacific Capital Management
California
$1.57M +$106K +647 +8%
BCI
1530
Brinker Capital Investments
Pennsylvania
$1.56M +$197K +1,206 +15%
FMTC
1531
Farmers & Merchants Trust Company
California
$1.56M +$26.7K +163 +2%
ARMT
1532
Amica Retiree Medical Trust
Rhode Island
$1.56M +$157K +958 +12%
JCM
1533
Jacobsen Capital Management
Utah
$1.56M +$1.47M +8,981 New
BPA
1534
Beacon Pointe Advisors
California
$1.56M +$265K +1,619 +22%
MGAM
1535
McGowan Group Asset Management
Texas
$1.55M -$7.37K -45 -0.5%
AIA
1536
Angeles Investment Advisors
California
$1.55M +$465K +2,841 +47%
MFW
1537
Meristem Family Wealth
Minnesota
$1.55M -$25.7K -157 -2%
BA
1538
Birinyi Associates
Connecticut
$1.54M
RIA
1539
Realta Investment Advisors
Delaware
$1.54M +$558K +3,408 +62%
AUB
1540
Atlantic Union Bankshares
Virginia
$1.54M +$237K +1,448 +20%
CCB
1541
Cutter & Co Brokerage
Missouri
$1.54M +$8.51K +52 +0.6%
SCP
1542
Shorepoint Capital Partners
Massachusetts
$1.53M -$124K -756 -8%
AIM
1543
Aspen Investment Management
Michigan
$1.53M -$36.8K -225 -2%
PWPS
1544
Pinnacle Wealth Planning Services
Ohio
$1.53M -$163K -998 -10%
NB
1545
Northwest Bancshares
Pennsylvania
$1.51M +$46K +281 +3%
AAM
1546
Ascension Asset Management
New York
$1.51M
CP
1547
Covenant Partners
Tennessee
$1.5M +$259K +1,581 +22%
ECM
1548
Evergreen Capital Management
Washington
$1.49M +$72.2K +441 +5%
PP
1549
PagnatoKarp Partners
Virginia
$1.49M +$783K +4,781 +126%
MCM
1550
Mainstay Capital Management
Michigan
$1.49M +$64K +391 +5%

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.